HC Financial Advisors

HC Financial Advisors as of Sept. 30, 2018

Portfolio Holdings for HC Financial Advisors

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

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Flexshares Tr iboxx 3r targt (TDTT) 6.1 $6.9M 289k 23.95
Apple (AAPL) 4.5 $5.1M 23k 225.75
Doubleline Total Etf etf (TOTL) 3.7 $4.2M 89k 47.25
Visa (V) 3.4 $3.9M 26k 150.09
Home Depot (HD) 3.4 $3.8M 19k 207.14
Walt Disney Company (DIS) 3.3 $3.7M 32k 116.94
Pfizer (PFE) 2.9 $3.3M 75k 44.07
Northern Trust Corporation (NTRS) 2.8 $3.2M 31k 102.12
Microsoft Corporation (MSFT) 2.7 $3.1M 27k 114.36
Automatic Data Processing (ADP) 2.6 $3.0M 20k 150.65
Flexshares Tr (NFRA) 2.5 $2.8M 60k 46.63
WisdomTree SmallCap Dividend Fund (DES) 2.5 $2.8M 94k 29.71
Becton, Dickinson and (BDX) 2.4 $2.7M 10k 261.03
Honeywell International (HON) 2.3 $2.6M 15k 166.42
Amgen (AMGN) 2.1 $2.3M 11k 207.27
Verizon Communications (VZ) 2.0 $2.3M 43k 53.39
U.S. Bancorp (USB) 2.0 $2.3M 43k 52.81
Huntington Bancshares Incorporated (HBAN) 1.9 $2.2M 147k 14.92
Johnson & Johnson (JNJ) 1.9 $2.2M 16k 138.18
Caterpillar (CAT) 1.9 $2.1M 14k 152.52
FedEx Corporation (FDX) 1.8 $2.0M 8.3k 240.85
3M Company (MMM) 1.8 $2.0M 9.5k 210.67
Accenture (ACN) 1.8 $2.0M 12k 170.23
Flexshares Tr qualt divd idx (QDF) 1.7 $1.9M 40k 47.33
Wells Fargo & Company (WFC) 1.6 $1.8M 35k 52.56
McDonald's Corporation (MCD) 1.6 $1.8M 11k 167.31
Alphabet Inc Class C cs (GOOG) 1.5 $1.7M 1.4k 1193.21
PNC Financial Services (PNC) 1.4 $1.6M 12k 136.21
Duke Energy (DUK) 1.4 $1.6M 20k 80.00
United Technologies Corporation 1.4 $1.6M 11k 139.77
Starbucks Corporation (SBUX) 1.4 $1.6M 27k 56.84
Nike (NKE) 1.3 $1.5M 18k 84.70
Colgate-Palmolive Company (CL) 1.3 $1.5M 22k 66.94
Schlumberger (SLB) 1.3 $1.5M 24k 60.93
Novartis (NVS) 1.3 $1.5M 17k 86.16
Adobe Systems Incorporated (ADBE) 1.3 $1.4M 5.3k 270.01
Cisco Systems (CSCO) 1.2 $1.4M 29k 48.65
Procter & Gamble Company (PG) 1.2 $1.4M 16k 83.22
Stryker Corporation (SYK) 1.1 $1.3M 7.2k 177.73
Constellation Brands (STZ) 1.1 $1.3M 5.8k 215.66
Intel Corporation (INTC) 1.1 $1.2M 26k 47.30
Dowdupont 0.9 $1.1M 16k 64.32
Pepsi (PEP) 0.9 $1.0M 9.0k 111.85
Estee Lauder Companies (EL) 0.9 $975k 6.7k 145.39
Abbott Laboratories (ABT) 0.8 $954k 13k 73.33
Costco Wholesale Corporation (COST) 0.8 $919k 3.9k 234.80
iShares Russell 1000 Index (IWB) 0.8 $896k 5.5k 161.76
Chevron Corporation (CVX) 0.8 $858k 7.0k 122.22
Exxon Mobil Corporation (XOM) 0.7 $807k 9.5k 85.03
Alphabet Inc Class A cs (GOOGL) 0.7 $773k 640.00 1207.81
Invesco Dynamic Large etf - e (PWB) 0.6 $694k 14k 48.21
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.6 $657k 5.5k 118.81
Amazon (AMZN) 0.6 $631k 315.00 2003.17
WisdomTree MidCap Dividend Fund (DON) 0.5 $612k 17k 36.87
WisdomTree MidCap Earnings Fund (EZM) 0.5 $609k 15k 41.39
Berkshire Hathaway (BRK.B) 0.5 $522k 2.4k 214.02
Spdr S&p 500 Etf (SPY) 0.4 $496k 1.7k 290.57
Intuitive Surgical (ISRG) 0.4 $402k 700.00 574.29
Weyerhaeuser Company (WY) 0.3 $362k 11k 32.26
Vanguard Europe Pacific ETF (VEA) 0.3 $346k 8.0k 43.27
Invesco Ftse Rafi Dev etf - e (PXF) 0.3 $350k 8.1k 43.27
Oracle Corporation (ORCL) 0.3 $342k 6.6k 51.54
At&t (T) 0.2 $259k 7.7k 33.59
iShares S&P 500 Index (IVV) 0.2 $220k 751.00 292.94
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.2 $216k 2.0k 108.05
International Business Machines (IBM) 0.2 $209k 1.4k 151.12