Hc Financial Advisors as of Dec. 31, 2018
Portfolio Holdings for Hc Financial Advisors
Hc Financial Advisors holds 21 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Doubleline Total Etf etf (TOTL) | 11.5 | $5.2M | 109k | 47.37 | |
| Flexshares Tr iboxx 3r targt (TDTT) | 10.0 | $4.5M | 188k | 23.82 | |
| Apple (AAPL) | 7.8 | $3.5M | 22k | 157.75 | |
| Visa (V) | 7.6 | $3.4M | 26k | 131.94 | |
| WisdomTree SmallCap Dividend Fund (DES) | 6.0 | $2.7M | 109k | 24.53 | |
| Flexshares Tr (NFRA) | 5.9 | $2.6M | 60k | 43.69 | |
| Automatic Data Processing (ADP) | 5.8 | $2.6M | 20k | 131.13 | |
| Verizon Communications (VZ) | 5.6 | $2.5M | 45k | 56.23 | |
| Becton, Dickinson and (BDX) | 5.3 | $2.4M | 11k | 225.33 | |
| Amgen (AMGN) | 4.8 | $2.1M | 11k | 194.63 | |
| Duke Energy (DUK) | 4.3 | $1.9M | 22k | 86.32 | |
| Flexshares Tr qualt divd idx (QDF) | 4.0 | $1.8M | 45k | 39.80 | |
| Accenture (ACN) | 3.5 | $1.6M | 11k | 141.01 | |
| Ishares Core Msci Eafe Etf core msci eafe (IEFA) | 3.5 | $1.6M | 28k | 55.00 | |
| Novartis (NVS) | 3.4 | $1.5M | 18k | 85.80 | |
| Cisco Systems (CSCO) | 2.6 | $1.1M | 27k | 43.34 | |
| WisdomTree MidCap Earnings Fund (EZM) | 2.3 | $1.0M | 30k | 34.30 | |
| Abbott Laboratories (ABT) | 2.0 | $904k | 13k | 72.33 | |
| Dowdupont | 1.9 | $840k | 16k | 53.47 | |
| Invesco Dynamic Large etf - e (PWB) | 1.3 | $576k | 14k | 41.48 | |
| WisdomTree MidCap Dividend Fund (DON) | 1.1 | $500k | 16k | 31.65 |
