Hrc Wealth Management

Hrc Wealth Management as of Dec. 31, 2023

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 27 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 36.3 $42M 508k 82.96
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 23.0 $27M 382k 70.10
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 18.7 $22M 385k 56.40
Schwab Strategic Tr Us Dividend Eq (SCHD) 5.2 $6.0M 79k 76.13
Apple (AAPL) 3.5 $4.0M 21k 192.53
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.0 $3.4M 16k 219.57
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.7 $2.0M 19k 102.88
Boeing Company (BA) 1.2 $1.4M 5.3k 260.66
Ishares Tr Core S&p Scp Etf (IJR) 1.0 $1.1M 11k 108.25
Ishares Tr Core Us Aggbd Et (AGG) 0.9 $1.1M 11k 99.25
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.9 $1.0M 16k 64.45
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.6 $729k 1.8k 409.44
Ishares Tr Eafe Grwth Etf (EFG) 0.5 $623k 6.4k 96.85
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $563k 9.7k 57.96
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.4 $523k 8.1k 64.69
Us Bancorp Del Com New (USB) 0.3 $371k 8.6k 43.28
Microsoft Corporation (MSFT) 0.3 $341k 906.00 376.23
NVIDIA Corporation (NVDA) 0.3 $323k 651.00 495.42
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.3 $296k 622.00 475.31
Exxon Mobil Corporation (XOM) 0.2 $277k 2.8k 99.97
Costco Wholesale Corporation (COST) 0.2 $243k 368.00 659.89
Ishares Tr Rus 1000 Grw Etf (IWF) 0.2 $229k 755.00 303.34
Starbucks Corporation (SBUX) 0.2 $224k 2.3k 96.00
Tesla Motors (TSLA) 0.2 $222k 892.00 248.48
Vanguard World Mega Cap Index (MGC) 0.2 $213k 1.3k 169.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $213k 1.9k 111.64
Brightspire Capital Com Cl A (BRSP) 0.1 $82k 11k 7.44