HC Financial Advisors

HC Financial Advisors as of Dec. 31, 2017

Portfolio Holdings for HC Financial Advisors

HC Financial Advisors holds 69 positions in its portfolio as reported in the December 2017 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr iboxx 3r targt (TDTT) 4.5 $4.7M 192k 24.35
Apple (AAPL) 4.0 $4.1M 24k 169.24
Doubleline Total Etf etf (TOTL) 3.8 $3.9M 81k 48.64
Home Depot (HD) 3.6 $3.8M 20k 189.54
Northern Trust Corporation (NTRS) 3.0 $3.1M 32k 99.90
Visa (V) 2.7 $2.8M 25k 114.03
Walt Disney Company (DIS) 2.7 $2.8M 26k 107.53
Pfizer (PFE) 2.6 $2.7M 74k 36.22
Oracle Corporation (ORCL) 2.5 $2.6M 56k 47.28
Becton, Dickinson and (BDX) 2.4 $2.5M 12k 214.03
Honeywell International (HON) 2.3 $2.3M 15k 153.39
Flexshares Tr (NFRA) 2.2 $2.3M 47k 48.76
Caterpillar (CAT) 2.2 $2.3M 14k 157.57
Wells Fargo & Company (WFC) 2.2 $2.2M 37k 60.67
Microsoft Corporation (MSFT) 2.1 $2.2M 26k 85.53
International Business Machines (IBM) 2.1 $2.2M 14k 153.42
WisdomTree SmallCap Dividend Fund (DES) 2.1 $2.2M 75k 29.05
FedEx Corporation (FDX) 2.0 $2.1M 8.4k 249.53
Johnson & Johnson (JNJ) 2.0 $2.0M 15k 139.73
U.S. Bancorp (USB) 1.9 $2.0M 38k 53.59
Accenture (ACN) 1.9 $2.0M 13k 153.09
Amgen (AMGN) 1.9 $1.9M 11k 173.94
PNC Financial Services (PNC) 1.8 $1.9M 13k 144.32
McDonald's Corporation (MCD) 1.7 $1.8M 10k 172.10
Invesco (IVZ) 1.7 $1.8M 48k 36.54
Colgate-Palmolive Company (CL) 1.7 $1.7M 23k 75.46
Procter & Gamble Company (PG) 1.7 $1.7M 19k 91.88
Time Warner 1.6 $1.7M 19k 91.46
United Technologies Corporation 1.5 $1.6M 12k 127.58
Flexshares Tr qualt divd idx (QDF) 1.4 $1.5M 33k 45.04
United Parcel Service (UPS) 1.4 $1.4M 12k 119.18
3M Company (MMM) 1.4 $1.4M 5.9k 235.38
Verizon Communications (VZ) 1.3 $1.4M 26k 52.92
Novartis (NVS) 1.3 $1.4M 16k 83.96
Intel Corporation (INTC) 1.3 $1.3M 29k 46.15
Automatic Data Processing (ADP) 1.2 $1.3M 11k 117.17
Cisco Systems (CSCO) 1.2 $1.2M 33k 38.31
Stryker Corporation (SYK) 1.2 $1.2M 7.7k 154.79
Dowdupont 1.1 $1.2M 16k 71.24
Alphabet Inc Class C cs (GOOG) 1.1 $1.2M 1.1k 1046.15
Exxon Mobil Corporation (XOM) 1.1 $1.1M 14k 83.64
At&t (T) 1.1 $1.1M 29k 38.87
Schlumberger (SLB) 1.1 $1.1M 17k 67.39
Nike (NKE) 1.1 $1.1M 18k 62.53
Adobe Systems Incorporated (ADBE) 1.1 $1.1M 6.2k 175.28
Pepsi (PEP) 1.0 $1.0M 8.7k 119.87
Columbia Emerging Markets Consumer Etf etf (ECON) 0.8 $876k 31k 28.14
Costco Wholesale Corporation (COST) 0.8 $856k 4.6k 186.17
Abbott Laboratories (ABT) 0.8 $836k 15k 57.06
General Mills (GIS) 0.7 $766k 13k 59.28
PowerShares FTSE RAFI US 1000 0.7 $752k 6.6k 113.60
Alphabet Inc Class A cs (GOOGL) 0.6 $616k 585.00 1052.99
WisdomTree MidCap Dividend Fund (DON) 0.6 $583k 17k 35.28
Chevron Corporation (CVX) 0.6 $565k 4.5k 125.25
Molson Coors Brewing Company (TAP) 0.5 $560k 6.8k 82.06
WisdomTree MidCap Earnings Fund (EZM) 0.5 $530k 13k 39.65
PowerShares Dynamic Lg.Cap Growth 0.5 $504k 12k 41.51
iShares Russell 1000 Index (IWB) 0.5 $494k 3.3k 148.57
Berkshire Hathaway (BRK.B) 0.5 $466k 2.4k 198.13
PowerShares FTSE RAFI Developed Markets 0.5 $470k 10k 45.38
Spdr S&p 500 Etf (SPY) 0.4 $420k 1.6k 266.67
Vanguard Europe Pacific ETF (VEA) 0.4 $371k 8.3k 44.83
Starbucks Corporation (SBUX) 0.3 $319k 5.6k 57.35
Amazon (AMZN) 0.3 $315k 269.00 1171.00
CVS Caremark Corporation (CVS) 0.3 $285k 3.9k 72.57
General Electric Company 0.3 $281k 16k 17.48
Weyerhaeuser Company (WY) 0.2 $252k 7.2k 35.21
iShares S&P 500 Index (IVV) 0.2 $202k 751.00 268.97
Vanguard REIT ETF (VNQ) 0.2 $208k 2.5k 83.07