Hrc Wealth Management

Hrc Wealth Management as of Dec. 31, 2024

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 50 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 35.7 $60M 2.2M 27.87
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 18.4 $31M 1.2M 26.07
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.0 $27M 1.2M 23.18
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.2 $7.0M 258k 27.32
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.8 $6.3M 70k 90.35
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.6 $6.1M 24k 253.75
Apple (AAPL) 3.5 $5.9M 23k 250.42
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.2 $2.1M 18k 117.48
NVIDIA Corporation (NVDA) 0.9 $1.5M 11k 134.29
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.3M 2.6k 511.17
Ishares Tr Core S&p Scp Etf (IJR) 0.7 $1.2M 10k 115.22
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.6 $1.0M 14k 75.53
Boeing Company (BA) 0.6 $988k 5.6k 177.00
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $948k 9.8k 96.90
Tesla Motors (TSLA) 0.5 $838k 2.1k 403.84
Microsoft Corporation (MSFT) 0.5 $822k 2.0k 421.41
Vanguard World Inf Tech Etf (VGT) 0.5 $761k 1.2k 621.67
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $734k 31k 23.68
Costco Wholesale Corporation (COST) 0.4 $695k 758.00 916.76
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $677k 7.0k 96.83
Amazon (AMZN) 0.4 $667k 3.0k 219.39
Select Sector Spdr Tr Technology (XLK) 0.4 $655k 2.8k 232.55
Alphabet Cap Stk Cl C (GOOG) 0.4 $590k 3.1k 190.42
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.3 $586k 9.9k 58.93
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $574k 8.8k 65.35
Ishares Tr Core S&p500 Etf (IVV) 0.3 $540k 917.00 588.60
Vanguard World Mega Cap Index (MGC) 0.3 $532k 2.5k 212.66
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $516k 1.3k 401.43
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $465k 2.0k 235.22
Ishares Tr Us Aer Def Etf (ITA) 0.3 $437k 3.0k 145.36
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $423k 4.3k 98.48
Us Bancorp Del Com New (USB) 0.2 $414k 8.6k 47.83
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $359k 2.9k 123.53
Starbucks Corporation (SBUX) 0.2 $348k 3.8k 91.26
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $347k 4.7k 74.02
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.2 $347k 591.00 586.35
Etf Ser Solutions Distillate Us (DSTL) 0.2 $336k 6.1k 54.92
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $330k 729.00 453.28
Ishares Tr Core Msci Eafe (IEFA) 0.2 $330k 4.7k 70.28
American Healthcare Reit Com Shs (AHR) 0.2 $317k 11k 28.42
Broadcom (AVGO) 0.2 $296k 1.3k 231.79
Exxon Mobil Corporation (XOM) 0.2 $284k 2.6k 107.57
Wells Fargo & Company (WFC) 0.2 $266k 3.8k 70.24
Vanguard Whitehall Fds High Div Yld (VYM) 0.1 $250k 2.0k 127.56
Meta Platforms Cl A (META) 0.1 $235k 401.00 585.18
Eli Lilly & Co. (LLY) 0.1 $232k 300.00 772.00
Alphabet Cap Stk Cl A (GOOGL) 0.1 $231k 1.2k 189.28
JPMorgan Chase & Co. (JPM) 0.1 $230k 958.00 239.78
Verizon Communications (VZ) 0.1 $201k 5.0k 39.99
Brightspire Capital Com Cl A (BRSP) 0.1 $116k 21k 5.64