Hc Financial Advisors

Hc Financial Advisors as of Dec. 31, 2019

Portfolio Holdings for Hc Financial Advisors

Hc Financial Advisors holds 68 positions in its portfolio as reported in the December 2019 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Doubleline Total Etf etf (TOTL) 6.0 $7.7M 157k 48.99
Apple (AAPL) 4.7 $6.0M 20k 293.64
Visa (V) 4.0 $5.1M 27k 187.88
Microsoft Corporation (MSFT) 3.4 $4.4M 28k 157.69
Walt Disney Company (DIS) 3.3 $4.2M 29k 144.64
Automatic Data Processing (ADP) 2.7 $3.5M 21k 170.51
Home Depot (HD) 2.7 $3.4M 16k 218.38
Northern Trust Corporation (NTRS) 2.6 $3.3M 32k 106.22
Flexshares Tr iboxx 3r targt (TDTT) 2.6 $3.3M 132k 24.71
Flexshares Tr (NFRA) 2.5 $3.2M 60k 53.88
Verizon Communications (VZ) 2.2 $2.8M 46k 61.40
WisdomTree SmallCap Dividend Fund (DES) 2.2 $2.8M 98k 28.68
U.S. Bancorp (USB) 2.1 $2.7M 45k 59.30
Honeywell International (HON) 2.1 $2.7M 15k 176.99
Becton, Dickinson and (BDX) 2.1 $2.6M 9.7k 271.98
Duke Energy (DUK) 2.1 $2.6M 29k 91.20
Johnson & Johnson (JNJ) 2.0 $2.6M 18k 145.86
Amgen (AMGN) 2.0 $2.6M 11k 241.04
Pfizer (PFE) 1.9 $2.4M 61k 39.18
Alphabet Inc Class C cs (GOOG) 1.8 $2.3M 1.8k 1336.95
PNC Financial Services (PNC) 1.8 $2.3M 15k 159.66
Flexshares Tr qualt divd idx (QDF) 1.7 $2.1M 44k 48.49
Caterpillar (CAT) 1.6 $2.1M 14k 147.70
United Technologies Corporation 1.6 $2.1M 14k 149.79
iShares MSCI EAFE Growth Index (EFG) 1.5 $2.0M 23k 86.45
Accenture (ACN) 1.5 $1.9M 9.1k 210.57
McDonald's Corporation (MCD) 1.5 $1.9M 9.6k 197.66
Pepsi (PEP) 1.5 $1.9M 14k 136.66
Procter & Gamble Company (PG) 1.3 $1.7M 14k 124.87
3M Company (MMM) 1.3 $1.6M 9.3k 176.43
Amazon (AMZN) 1.3 $1.6M 884.00 1847.29
Ishares Core Msci Eafe Etf core msci eafe (IEFA) 1.3 $1.6M 25k 65.23
Adobe Systems Incorporated (ADBE) 1.3 $1.6M 4.9k 329.85
Novartis (NVS) 1.3 $1.6M 17k 94.71
Estee Lauder Companies (EL) 1.2 $1.6M 7.7k 206.51
FedEx Corporation (FDX) 1.2 $1.5M 10k 151.23
Starbucks Corporation (SBUX) 1.2 $1.5M 17k 87.94
Huntington Bancshares Incorporated (HBAN) 1.2 $1.5M 98k 15.08
iShares MSCI EAFE Value Index (EFV) 1.1 $1.4M 29k 49.93
Intel Corporation (INTC) 1.1 $1.4M 23k 59.84
Wells Fargo & Company (WFC) 1.0 $1.3M 24k 53.79
Costco Wholesale Corporation (COST) 1.0 $1.2M 4.1k 293.88
Stryker Corporation (SYK) 0.9 $1.2M 5.7k 209.89
Cisco Systems (CSCO) 0.9 $1.2M 25k 47.94
Nike (NKE) 0.9 $1.2M 12k 101.35
Alphabet Inc Class A cs (GOOGL) 0.9 $1.2M 877.00 1339.79
iShares Russell 1000 Index (IWB) 0.9 $1.1M 6.2k 178.36
WisdomTree MidCap Earnings Fund (EZM) 0.8 $1.1M 26k 42.10
WisdomTree MidCap Dividend Fund (DON) 0.8 $1.0M 27k 38.05
Abbott Laboratories (ABT) 0.8 $1.0M 12k 86.84
iShares Russell Midcap Index Fund (IWR) 0.8 $1.0M 17k 59.64
Colgate-Palmolive Company (CL) 0.7 $939k 14k 68.83
Workday Inc cl a (WDAY) 0.7 $871k 5.3k 164.49
Vanguard Large-Cap ETF (VV) 0.7 $830k 5.6k 147.90
Chevron Corporation (CVX) 0.6 $812k 6.7k 120.44
Bristol Myers Squibb (BMY) 0.6 $734k 11k 64.20
Constellation Brands (STZ) 0.5 $673k 3.5k 189.84
Invesco Dynamic Large etf - e (PWB) 0.5 $665k 13k 51.38
SPDR Barclays Capital Inter Term (SPTI) 0.5 $637k 21k 30.93
Berkshire Hathaway (BRK.B) 0.5 $623k 2.8k 226.46
Invesco Exchange Traded Fd T ftse rafi 1000 (PRF) 0.5 $580k 4.6k 126.78
Exxon Mobil Corporation (XOM) 0.4 $491k 7.0k 69.77
Spdr S&p 500 Etf (SPY) 0.4 $453k 1.4k 321.96
Mondelez Int (MDLZ) 0.3 $364k 6.6k 55.15
Inogen (INGN) 0.2 $279k 4.1k 68.43
Invesco Ftse Rafi Dev etf - e (PXF) 0.2 $280k 6.6k 42.50
At&t (T) 0.2 $261k 6.7k 39.14
Enterprise Products Partners (EPD) 0.2 $244k 8.7k 28.14