HC Advisors

HC Advisors as of March 31, 2024

Portfolio Holdings for HC Advisors

HC Advisors holds 91 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 19.6 $41M 158k 259.90
Schwab Strategic Tr Intrm Trm Tres (SCHR) 10.9 $23M 465k 49.05
First Tr Morningstar Div Lea SHS (FDL) 6.3 $13M 341k 38.48
Ishares Tr U.s. Tech Etf (IYW) 4.9 $10M 76k 135.06
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.7 $7.8M 308k 25.25
Schwab Strategic Tr Us Dividend Eq (SCHD) 2.9 $6.2M 76k 80.63
Wisdomtree Tr Us Smallcap Divd (DES) 2.6 $5.5M 169k 32.68
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.5 $5.3M 58k 92.72
Ishares Tr 3 7 Yr Treas Bd (IEI) 2.3 $4.8M 41k 115.81
Ishares Tr Barclays 7 10 Yr (IEF) 2.1 $4.3M 46k 94.66
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.8 $3.8M 65k 58.07
Vanguard Consumer Staples Consum Stp Etf (VDC) 1.8 $3.8M 18k 204.14
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.7 $3.7M 80k 46.00
Ishares Tr U.s. Finls Etf (IYF) 1.7 $3.6M 37k 95.65
Eli Lilly & Co. (LLY) 1.7 $3.5M 4.5k 777.98
Ishares Tr Us Hlthcare Etf (IYH) 1.7 $3.5M 56k 61.90
Apple (AAPL) 1.6 $3.4M 20k 171.49
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.4 $2.9M 35k 81.43
Vanguard World Fds Energy Etf (VDE) 1.3 $2.7M 20k 131.70
Ishares Tr Gbl Comm Svc Etf (IXP) 1.3 $2.7M 32k 84.14
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.3 $2.6M 45k 58.65
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.1 $2.4M 48k 49.24
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 1.1 $2.3M 9.8k 232.96
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 1.1 $2.3M 47k 48.21
Vanguard Russell Vng Rus1000val (VONV) 1.1 $2.3M 29k 78.64
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $2.1M 4.1k 523.11
Vanguard Russell Vng Rus1000grw (VONG) 1.0 $2.1M 24k 86.67
Grindr (GRND) 0.9 $1.9M 183k 10.13
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.7 $1.5M 30k 50.17
Coca-Cola Company (KO) 0.7 $1.5M 24k 61.18
Zeta Global Holdings Corp Cl A (ZETA) 0.7 $1.5M 133k 10.93
Plug Power Com New (PLUG) 0.7 $1.4M 410k 3.44
Sprott Physical Gold Trust Unit (PHYS) 0.6 $1.3M 76k 17.30
Ishares Tr Russell 3000 Etf (IWV) 0.6 $1.3M 4.2k 300.08
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.6 $1.2M 2.5k 480.70
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.6 $1.2M 6.1k 191.88
Amazon (AMZN) 0.5 $1.1M 6.1k 180.38
Bank of America Corporation (BAC) 0.5 $1.1M 28k 37.92
Home Depot (HD) 0.5 $1.1M 2.8k 383.60
Sprott Physical Silver Tr Tr Unit (PSLV) 0.5 $1.1M 127k 8.29
Sprott Etf Trust Gold Miners Etf (SGDM) 0.5 $1.0M 40k 25.34
Healthequity (HQY) 0.5 $975k 12k 81.63
NVIDIA Corporation (NVDA) 0.5 $973k 1.1k 903.90
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.4 $868k 11k 80.51
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.4 $857k 22k 39.02
Chevron Corporation (CVX) 0.4 $827k 5.2k 157.77
Vanguard Index Fds Value Etf (VTV) 0.4 $772k 4.7k 162.86
Microsoft Corporation (MSFT) 0.4 $758k 1.8k 420.73
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $753k 2.2k 337.06
Tesla Motors (TSLA) 0.4 $752k 4.3k 175.79
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $645k 3.3k 197.13
JPMorgan Chase & Co. (JPM) 0.3 $611k 3.0k 200.35
Alibaba Group Hldg Sponsored Ads (BABA) 0.3 $584k 8.1k 72.36
Ishares Tr Core Us Aggbd Et (AGG) 0.3 $559k 5.7k 97.94
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $492k 4.1k 121.01
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $492k 3.5k 139.86
Bristol Myers Squibb (BMY) 0.2 $483k 8.9k 54.23
American Express Company (AXP) 0.2 $481k 2.1k 227.73
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $477k 2.8k 169.41
Vanguard Index Fds Sml Cp Grw Etf (VBK) 0.2 $451k 1.7k 260.79
Alphabet Cap Stk Cl C (GOOG) 0.2 $436k 2.9k 152.26
Exxon Mobil Corporation (XOM) 0.2 $409k 3.5k 116.24
Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.2 $404k 6.9k 58.55
Aon Shs Cl A 0.2 $400k 1.2k 333.72
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $392k 2.1k 182.63
New Gold Inc Cda (NGD) 0.2 $371k 218k 1.70
Alamos Gold Com Cl A (AGI) 0.2 $359k 24k 14.75
Agnico (AEM) 0.2 $353k 5.9k 59.65
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $340k 2.6k 131.25
Grindr *w Exp 11/18/203 0.2 $336k 145k 2.31
Delta Air Lines Inc Del Com New (DAL) 0.2 $329k 6.9k 47.88
Waste Management (WM) 0.2 $320k 1.5k 213.15
General Electric Com New (GE) 0.1 $312k 1.8k 175.53
Crispr Therapeutics Namen Akt (CRSP) 0.1 $304k 4.5k 68.16
Johnson & Johnson (JNJ) 0.1 $297k 1.9k 158.19
Alphabet Cap Stk Cl A (GOOGL) 0.1 $275k 1.8k 150.93
Wells Fargo & Company (WFC) 0.1 $254k 4.4k 57.96
Ishares Tr 7-10 Yr Trsy Bd (IDV) 0.1 $254k 9.0k 28.04
Ishares Asia/pac Div Etf (DVYA) 0.1 $246k 6.8k 36.21
Altria (MO) 0.1 $243k 5.6k 43.62
Southern Company (SO) 0.1 $240k 3.3k 71.74
Intel Corporation (INTC) 0.1 $239k 5.4k 44.17
Ascendis Pharma A/s Sponsored Adr (ASND) 0.1 $224k 1.5k 151.17
Cytokinetics Com New (CYTK) 0.1 $216k 3.1k 70.11
Genuine Parts Company (GPC) 0.1 $212k 1.4k 154.93
Raytheon Technologies Corp (RTX) 0.1 $211k 2.2k 97.53
Pdd Holdings Sponsored Ads (PDD) 0.1 $209k 1.8k 116.25
Schwab Strategic Tr Us Brd Mkt Etf (SCHB) 0.1 $207k 3.4k 61.05
Matterport Com Cl A (MTTR) 0.0 $68k 30k 2.26
Adtheorent Holding Company W Exp 12/26/202 (ADTHW) 0.0 $6.1k 41k 0.15
Nexters *w Exp 08/26/202 (GDEVW) 0.0 $1.2k 17k 0.07