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Hrc Wealth Management

Latest statistics and disclosures from Hrc Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHV, SCHX, SCHD, SLYG, and represent 81.13% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SBUX, SCHG, SLYG, VOT, NVDA, MSFT, QQQ, SCHD, TSLA, BA.
Started 1 new stock position in SBUX.
Reduced shares in these 9 stocks: SCHX, XOM, AGG, VT, HYLN, VYM, SCHV, IWF, SPY.
Sold out of its position in HYLN.
Hrc Wealth Management was a net buyer of stock by $739k.
Hrc Wealth Management has $155M in assets under management (AUM), dropping by 6.00%.
Central Index Key (CIK): 0002009521

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 43 positions in its portfolio as reported in the September 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	35.5	$55M		527k	104.18	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	20.2	$31M		390k	80.37	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	17.0	$26M		388k	67.85	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	4.6	$7.2M		85k	84.53	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	3.8	$5.9M	+2%	63k	93.11	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	3.2	$5.0M	+2%	21k	243.47	View chart
Apple (AAPL)	3.2	$4.9M		21k	233.00	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.3	$2.1M		17k	119.70	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.8	$1.2M	+2%	2.5k	488.14	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.7	$1.1M		9.8k	116.95	View chart
NVIDIA Corporation (NVDA)	0.7	$1.1M	+9%	8.7k	121.44	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.6	$985k	-3%	9.7k	101.27	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.6	$949k		13k	72.97	View chart
Boeing Company (BA)	0.5	$834k		5.5k	152.04	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.4	$696k		6.5k	107.65	View chart
Schwab Strategic Tr Fundamental Us L (FNDX)	0.4	$674k		9.4k	71.76	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$668k		1.1k	586.73	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$616k		9.5k	64.74	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$610k		8.4k	72.80	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$574k		2.5k	225.75	View chart
Microsoft Corporation (MSFT)	0.3	$467k	+14%	1.1k	430.37	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$449k		1.2k	375.43	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$400k		1.8k	220.11	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$397k		5.5k	72.37	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$396k		3.9k	102.59	View chart
Us Bancorp Del Com New (USB)	0.3	$393k		8.6k	45.73	View chart
Costco Wholesale Corporation (COST)	0.2	$375k		423.00	886.94	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$355k		618.00	574.12	View chart
Ishares Tr Core Msci Eafe (IEFA)	0.2	$350k		4.5k	78.05	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.2	$336k		729.00	460.26	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$330k		572.00	576.38	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$319k		5.6k	56.73	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$318k		1.5k	206.61	View chart
Exxon Mobil Corporation (XOM)	0.2	$309k	-15%	2.6k	117.23	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$292k		2.8k	104.66	View chart
Tesla Motors (TSLA)	0.2	$280k	+5%	1.1k	261.63	View chart
Eli Lilly & Co. (LLY)	0.2	$266k		300.00	885.94	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$250k	-2%	1.9k	128.23	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$236k		4.7k	50.50	View chart
Starbucks Corporation (SBUX)	0.1	$229k	NEW	2.4k	97.51	View chart
Wells Fargo & Company (WFC)	0.1	$214k		3.8k	56.49	View chart
Alphabet Cap Stk Cl A (GOOGL)	0.1	$202k		1.2k	165.81	View chart
Brightspire Capital Com Cl A (BRSP)	0.0	$62k		11k	5.60	View chart

Past Filings by Hrc Wealth Management

SEC 13F filings are viewable for Hrc Wealth Management going back to 2023

Hrc Wealth Management 2024 Q3 filed Nov. 12, 2024
Hrc Wealth Management 2024 Q2 filed July 25, 2024
Hrc Wealth Management 2024 Q1 filed May 13, 2024
Hrc Wealth Management 2023 Q4 filed Feb. 12, 2024

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