HC Advisors

HC Advisors as of Dec. 31, 2022

Portfolio Holdings for HC Advisors

HC Advisors holds 84 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 16.5 $24M 127k 191.19
Schwab Strategic Tr Intrm Trm Tres (SCHR) 7.6 $11M 227k 49.23
First Tr Morningstar Div Lea SHS (FDL) 7.5 $11M 299k 36.56
Schwab Strategic Tr Us Tips Etf (SCHP) 4.4 $6.4M 123k 51.79
Ishares Tr U.s. Finls Etf (IYF) 4.2 $6.1M 81k 75.47
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.7 $5.4M 71k 75.54
Ishares Tr U.s. Tech Etf (IYW) 3.2 $4.7M 63k 74.49
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.2 $4.6M 196k 23.67
Ishares Tr Barclays 7 10 Yr (IEF) 2.9 $4.3M 45k 95.78
Wisdomtree Tr Us Smallcap Divd (DES) 2.8 $4.1M 144k 28.44
Vanguard World Fds Energy Etf (VDE) 2.6 $3.8M 31k 121.28
Ishares Tr Us Hlthcare Etf (IYH) 2.4 $3.6M 13k 283.71
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.4 $3.5M 64k 55.56
Vanguard Scottsdale Fds Short Term Treas (VGSH) 2.3 $3.3M 57k 57.82
Apple (AAPL) 2.0 $2.9M 22k 129.93
Vanguard Russell Vng Rus1000val (VONV) 1.6 $2.4M 36k 66.58
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.2M 33k 65.61
Vanguard Consumer Staples Consum Stp Etf (VDC) 1.3 $1.9M 10k 191.57
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $1.9M 47k 40.51
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.2 $1.7M 38k 45.65
Eli Lilly & Co. (LLY) 1.1 $1.7M 4.6k 365.84
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 1.1 $1.5M 9.0k 171.75
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.0 $1.5M 29k 50.14
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.9 $1.4M 42k 32.21
Vanguard Russell Vng Rus1000grw (VONG) 0.9 $1.3M 24k 55.12
Sprott Physical Gold Trust Unit (PHYS) 0.9 $1.3M 91k 14.10
Ishares Tr Gbl Comm Svc Etf (IXP) 0.9 $1.3M 24k 54.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $1.3M 3.3k 382.44
Sprott Physical Silver Tr Tr Unit (PSLV) 0.9 $1.3M 154k 8.24
Plug Power Com New 0.8 $1.2M 100k 12.37
Ishares Tr Core Us Aggbd Et (AGG) 0.8 $1.2M 13k 96.99
Vanguard Small Cap Valu Sm Cp Val Etf (VBR) 0.8 $1.2M 7.4k 158.81
Zeta Global Holdings Corp Cl A (ZETA) 0.7 $1.1M 133k 8.17
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.7 $1.0M 25k 41.97
Home Depot (HD) 0.7 $982k 3.1k 315.86
Ishares Tr Russell 3000 Etf (IWV) 0.6 $942k 4.3k 220.68
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (PDX) 0.6 $872k 58k 14.94
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.6 $818k 11k 77.51
Healthequity (HQY) 0.5 $746k 12k 61.64
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $699k 2.0k 351.34
Vanguard Index Fds Value Etf (VTV) 0.4 $598k 4.3k 140.37
Chevron Corporation (CVX) 0.4 $584k 3.3k 179.52
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.4 $583k 4.8k 121.79
Coca-Cola Company (KO) 0.4 $564k 8.9k 63.62
Bristol Myers Squibb (BMY) 0.4 $563k 7.8k 71.95
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.4 $545k 3.5k 155.73
Sprott Etf Trust Gold Miners Etf (SGDM) 0.4 $529k 21k 24.76
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.3 $478k 9.9k 48.24
Microsoft Corporation (MSFT) 0.3 $477k 2.0k 239.91
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $476k 2.2k 214.31
JPMorgan Chase & Co. (JPM) 0.3 $474k 3.5k 134.10
Amazon (AMZN) 0.3 $442k 5.3k 84.00
Vanguard Whitehall Fds High Div Yld (VYM) 0.3 $436k 4.0k 108.21
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.3 $394k 2.8k 141.28
Grindr Grindr Inc (GRND) 0.3 $380k 82k 4.65
Aon Shs Cl A 0.2 $358k 1.2k 300.14
Vanguard Small Cap Grwth Sml Cp Grw Etf (VBK) 0.2 $342k 1.7k 200.59
Bank of America Corporation (BAC) 0.2 $331k 10k 33.12
Johnson & Johnson (JNJ) 0.2 $321k 1.8k 176.65
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $318k 2.5k 125.14
Pan American Silver Corp Can (PAAS) 0.2 $316k 19k 16.34
UnitedHealth (UNH) 0.2 $316k 596.00 530.18
Altria (MO) 0.2 $316k 6.9k 45.71
American Express Company (AXP) 0.2 $312k 2.1k 147.81
Apellis Pharmaceuticals (APLS) 0.2 $296k 5.7k 51.71
Ascendis Pharma A S Sponsored Adr (ASND) 0.2 $253k 2.1k 122.13
Celldex Therapeutics Inc Ne Com New (CLDX) 0.2 $238k 5.3k 44.57
Waste Management (WM) 0.2 $235k 1.5k 156.88
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $228k 1.5k 151.85
Delta Air Lines Inc Del Com New (DAL) 0.2 $227k 6.9k 32.86
Truist Financial Corp equities (TFC) 0.2 $223k 5.2k 43.04
Alphabet Cap Stk Cl C (GOOG) 0.2 $222k 2.5k 88.73
Exxon Mobil Corporation (XOM) 0.1 $218k 2.0k 110.33
Crispr Therapeutics Namen Akt (CRSP) 0.1 $216k 5.3k 40.65
Pinduoduo Sponsored Ads (PDD) 0.1 $204k 2.5k 81.55
Qualcomm (QCOM) 0.1 $200k 1.8k 109.94
Norwegian Cruise Line Hldg L SHS (NCLH) 0.1 $171k 14k 12.24
New Gold Inc Cda (NGD) 0.1 $145k 148k 0.98
Sprott Physical Plat Pallad Unit (SPPP) 0.1 $142k 11k 13.61
Alamos Gold Com Cl A (AGI) 0.1 $124k 12k 10.11
Matterport Com Cl A (MTTR) 0.1 $84k 30k 2.80
Grindr *w Exp 11/18/202 (GRND.WS) 0.0 $56k 117k 0.48
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $4.3k 17k 0.25
Dermata Therapeutics 0.0 $4.1k 10k 0.41