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Hrc Wealth Management

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

Central Index Key (CIK): 0002009521

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Positions held by Hrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	36.3	$42M	508k	82.96	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	23.0	$27M	382k	70.10	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	18.7	$22M	385k	56.40	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.2	$6.0M	79k	76.13	View chart
Apple (AAPL)	3.5	$4.0M	21k	192.53	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	3.0	$3.4M	16k	219.57	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.7	$2.0M	19k	102.88	View chart
Boeing Company (BA)	1.2	$1.4M	5.3k	260.66	View chart
Ishares Tr Core S&p Scp Etf (IJR)	1.0	$1.1M	11k	108.25	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.9	$1.1M	11k	99.25	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.9	$1.0M	16k	64.45	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.6	$729k	1.8k	409.44	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$623k	6.4k	96.85	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.5	$563k	9.7k	57.96	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$523k	8.1k	64.69	View chart
Us Bancorp Del Com New (USB)	0.3	$371k	8.6k	43.28	View chart
Microsoft Corporation (MSFT)	0.3	$341k	906.00	376.23	View chart
NVIDIA Corporation (NVDA)	0.3	$323k	651.00	495.42	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.3	$296k	622.00	475.31	View chart
Exxon Mobil Corporation (XOM)	0.2	$277k	2.8k	99.97	View chart
Costco Wholesale Corporation (COST)	0.2	$243k	368.00	659.89	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.2	$229k	755.00	303.34	View chart
Starbucks Corporation (SBUX)	0.2	$224k	2.3k	96.00	View chart
Tesla Motors (TSLA)	0.2	$222k	892.00	248.48	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$213k	1.3k	169.24	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$213k	1.9k	111.64	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$82k	11k	7.44	View chart

Past Filings by Hrc Wealth Management

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

Hrc Wealth Management 2023 Q4 filed Feb. 12, 2024

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