HHM Wealth Advisors

HHM Wealth Advisors as of Dec. 31, 2018

Portfolio Holdings for HHM Wealth Advisors

HHM Wealth Advisors holds 62 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
Schwab Strategic Tr us dividend eq (SCHD) 17.6 $24M 512k 46.97
Schwab U S Broad Market ETF (SCHB) 12.6 $17M 287k 59.93
Schwab U S Large Cap Growth ETF (SCHG) 12.5 $17M 248k 68.93
Sch Us Mid-cap Etf etf (SCHM) 8.9 $12M 255k 47.93
Schwab Strategic Tr schwab fdt us bm (FNDB) 6.5 $8.8M 264k 33.49
J P Morgan Exchange Traded F jpmorgan diver (JPUS) 6.0 $8.2M 126k 64.87
Sch Fnd Em Lg Etf schb fdt emk lg (FNDE) 3.6 $4.9M 188k 25.83
SPDR Dow Jones Global Real Estate (RWO) 3.4 $4.7M 106k 44.26
Vanguard Dividend Appreciation ETF (VIG) 3.0 $4.1M 41k 97.96
Schwab Strategic Tr us aggregate b (SCHZ) 2.8 $3.8M 74k 50.59
Sch Fnd Intl Lg Etf (FNDF) 2.5 $3.3M 133k 25.22
Schwab International Equity ETF (SCHF) 2.2 $3.1M 108k 28.35
Schwab U S Small Cap ETF (SCHA) 1.8 $2.4M 40k 60.67
WisdomTree Int Real Estate Fund (WTRE) 1.2 $1.7M 60k 27.76
Vanguard Short Term Corporate Bond ETF (VCSH) 1.1 $1.5M 19k 77.96
Sch Fnd Us Sm Etf schwab fdt us sc (FNDA) 1.1 $1.5M 44k 32.83
Apple (AAPL) 1.0 $1.4M 8.6k 157.70
Schwab Strategic Tr us reit etf (SCHH) 0.8 $1.0M 27k 38.51
Southern Company (SO) 0.6 $861k 20k 43.91
Invesco S&p 500 Equal Weight Etf (RSP) 0.6 $801k 8.8k 91.40
Schwab Strategic Tr schwb fdt int sc (FNDC) 0.6 $773k 27k 28.36
Hca Holdings (HCA) 0.5 $644k 5.2k 124.42
SPDR S&P Dividend (SDY) 0.5 $617k 6.9k 89.51
Invesco Bulletshares 2020 Corp 0.4 $599k 28k 21.06
Amazon (AMZN) 0.4 $590k 393.00 1501.27
Friedman Inds (FRD) 0.4 $520k 74k 7.05
Schwab Strategic Tr cmn (SCHV) 0.4 $515k 11k 49.26
Toyota Motor Corporation (TM) 0.3 $475k 4.1k 116.08
Bscm etf 0.3 $458k 22k 20.59
Invesco Exchange Traded Fd T s&p500 eql enr (RSPG) 0.3 $462k 11k 43.11
Schwab Strategic Tr us lrg cap etf (SCHX) 0.3 $436k 7.3k 59.64
Olympic Steel (ZEUS) 0.3 $408k 29k 14.28
Invesco Bulletshares 2021 Corp 0.3 $391k 19k 20.73
Mid-America Apartment (MAA) 0.3 $383k 4.0k 95.75
iShares JPMorgan USD Emer Mkt Bnd Fd ETF (EMB) 0.3 $383k 3.7k 103.93
Home Depot (HD) 0.3 $368k 2.1k 172.04
Microsoft Corporation (MSFT) 0.2 $339k 3.3k 101.44
General Electric Company 0.2 $321k 43k 7.56
Caterpillar (CAT) 0.2 $305k 2.4k 126.92
L Brands 0.2 $284k 11k 25.63
Titan International (TWI) 0.2 $276k 59k 4.66
Alerian Mlp Etf 0.2 $270k 31k 8.72
Spdr Nuveen Barclays Muni Bond Etf nuvn brcly muni (TFI) 0.2 $278k 5.8k 48.06
Eli Lilly & Co. (LLY) 0.2 $254k 2.2k 115.72
Chevron Corporation (CVX) 0.2 $256k 2.4k 108.61
Invesco Bulletshares 2019 Corp 0.2 $266k 13k 21.09
CryoLife (AORT) 0.2 $246k 8.7k 28.39
iShares S&P MidCap 400 Index (IJH) 0.2 $251k 1.5k 166.01
iShares Morningstar Large Growth (ILCG) 0.2 $242k 1.5k 158.69
Vanguard Health Care ETF (VHT) 0.2 $251k 1.6k 160.90
Union Pacific Corporation (UNP) 0.2 $237k 1.7k 138.19
Cincinnati Financial Corporation (CINF) 0.2 $233k 3.0k 77.28
Schwab Intl Small Cap Equity ETF (SCHC) 0.2 $231k 8.0k 29.05
Invesco Exchange Traded Fd T s&p500 eql tec (RSPT) 0.2 $223k 1.6k 140.96
Guggenheim Bulletshrs 2023 Corp Bd Etf 0.2 $225k 11k 20.16
Exxon Mobil Corporation (XOM) 0.1 $211k 3.1k 68.31
Navistar International Corporation 0.1 $208k 8.0k 26.00
Vanguard S&p 500 Etf idx (VOO) 0.1 $203k 885.00 229.38
American Finance Trust Inc ltd partnership 0.1 $207k 16k 13.34
Ford Motor Company (F) 0.1 $94k 12k 7.61
Community Health Systems (CYH) 0.0 $38k 14k 2.81
Diana Shipping (DSX) 0.0 $41k 13k 3.20