HC Financial Advisors

HC Financial Advisors as of June 30, 2018

Portfolio Holdings for HC Financial Advisors

HC Financial Advisors holds 66 positions in its portfolio as reported in the June 2018 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr iboxx 3r targt (TDTT) 5.6 $5.7M 236k 24.30
Apple (AAPL) 4.2 $4.3M 23k 185.12
Doubleline Total Etf etf (TOTL) 3.9 $4.0M 85k 47.55
Home Depot (HD) 3.5 $3.6M 18k 195.09
Visa (V) 3.3 $3.4M 26k 132.46
Northern Trust Corporation (NTRS) 3.0 $3.1M 30k 102.87
Walt Disney Company (DIS) 2.9 $3.0M 29k 104.82
Pfizer (PFE) 2.6 $2.7M 74k 36.28
Becton, Dickinson and (BDX) 2.5 $2.5M 11k 239.60
WisdomTree SmallCap Dividend Fund (DES) 2.5 $2.5M 85k 29.64
Microsoft Corporation (MSFT) 2.5 $2.5M 26k 98.62
Flexshares Tr (NFRA) 2.4 $2.4M 53k 45.90
Oracle Corporation (ORCL) 2.2 $2.3M 51k 44.05
Amgen (AMGN) 2.0 $2.1M 11k 184.58
Honeywell International (HON) 2.0 $2.1M 14k 144.02
U.S. Bancorp (USB) 2.0 $2.0M 41k 50.02
Wells Fargo & Company (WFC) 1.9 $2.0M 36k 55.44
Huntington Bancshares Incorporated (HBAN) 1.9 $1.9M 132k 14.76
Accenture (ACN) 1.9 $1.9M 12k 163.62
Caterpillar (CAT) 1.8 $1.9M 14k 135.68
International Business Machines (IBM) 1.8 $1.9M 13k 139.71
Flexshares Tr qualt divd idx (QDF) 1.8 $1.8M 40k 45.30
FedEx Corporation (FDX) 1.7 $1.8M 7.9k 227.09
Johnson & Johnson (JNJ) 1.7 $1.8M 15k 121.36
At&t (T) 1.7 $1.8M 55k 32.12
Automatic Data Processing (ADP) 1.6 $1.7M 13k 134.13
PNC Financial Services (PNC) 1.6 $1.6M 12k 135.10
McDonald's Corporation (MCD) 1.6 $1.6M 10k 156.74
Alphabet Inc Class C cs (GOOG) 1.5 $1.6M 1.4k 1115.38
Colgate-Palmolive Company (CL) 1.4 $1.5M 23k 64.81
United Technologies Corporation 1.4 $1.5M 12k 125.06
Verizon Communications (VZ) 1.4 $1.4M 29k 50.31
Nike (NKE) 1.4 $1.4M 18k 79.71
Adobe Systems Incorporated (ADBE) 1.3 $1.3M 5.3k 243.86
Cisco Systems (CSCO) 1.2 $1.3M 30k 43.01
3M Company (MMM) 1.2 $1.3M 6.4k 196.71
Stryker Corporation (SYK) 1.2 $1.2M 7.4k 168.79
Novartis (NVS) 1.2 $1.2M 16k 75.57
Intel Corporation (INTC) 1.1 $1.2M 23k 49.72
Schlumberger (SLB) 1.1 $1.1M 17k 67.04
Constellation Brands (STZ) 1.1 $1.1M 5.2k 218.85
Procter & Gamble Company (PG) 1.1 $1.1M 14k 78.08
Dowdupont 1.1 $1.1M 16k 65.90
United Parcel Service (UPS) 0.9 $970k 9.1k 106.19
Pepsi (PEP) 0.9 $937k 8.6k 108.90
Chevron Corporation (CVX) 0.9 $896k 7.1k 126.38
Exxon Mobil Corporation (XOM) 0.8 $836k 10k 82.68
Costco Wholesale Corporation (COST) 0.8 $822k 3.9k 208.95
Abbott Laboratories (ABT) 0.8 $814k 13k 61.02
iShares Russell 1000 Index (IWB) 0.8 $810k 5.3k 151.97
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.7 $745k 6.6k 112.54
Alphabet Inc Class A cs (GOOGL) 0.7 $723k 640.00 1129.69
Invesco Dynamic Large etf - e (PWB) 0.7 $672k 15k 45.00
WisdomTree MidCap Dividend Fund (DON) 0.6 $599k 17k 35.81
Molson Coors Brewing Company (TAP) 0.6 $586k 8.6k 68.03
WisdomTree MidCap Earnings Fund (EZM) 0.6 $573k 14k 40.18
Spdr S&p 500 Etf (SPY) 0.5 $463k 1.7k 271.24
Berkshire Hathaway (BRK.B) 0.4 $454k 2.4k 186.52
Amazon (AMZN) 0.4 $437k 257.00 1700.39
Invesco Ftse Rafi Dev etf - e (PXF) 0.4 $436k 10k 42.96
Starbucks Corporation (SBUX) 0.4 $402k 8.2k 48.85
Vanguard Europe Pacific ETF (VEA) 0.3 $335k 7.8k 42.90
Weyerhaeuser Company (WY) 0.3 $310k 8.5k 36.48
Duke Energy (DUK) 0.3 $291k 3.7k 79.03
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $213k 2.0k 106.55
iShares S&P 500 Index (IVV) 0.2 $205k 751.00 272.97