Hrc Wealth Management

Hrc Wealth Management as of March 31, 2025

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 33.4 $54M 2.1M 25.04
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 19.8 $32M 1.2M 26.58
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.9 $26M 1.2M 22.08
Schwab Strategic Tr Us Dividend Eq (SCHD) 4.3 $6.9M 247k 27.96
Vanguard Index Fds Mcap Gr Idxvip (VOT) 3.9 $6.2M 25k 244.64
Spdr Ser Tr S&P 600 SMCP GRW (SLYG) 3.6 $5.9M 71k 83.00
Apple (AAPL) 3.2 $5.2M 23k 222.13
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $1.8M 16k 115.95
Berkshire Hathaway Inc Del Cl A (BRK.A) 1.0 $1.6M 2.00 798441.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.3M 2.7k 468.87
NVIDIA Corporation (NVDA) 0.8 $1.2M 12k 108.38
Ishares Tr Core Us Aggbd Et (AGG) 0.6 $966k 9.8k 98.92
Boeing Company (BA) 0.6 $957k 5.6k 170.55
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.6 $889k 14k 62.10
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $879k 8.4k 104.57
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $836k 12k 71.43
Microsoft Corporation (MSFT) 0.5 $764k 2.0k 375.43
Schwab Strategic Tr Fundamental Us L (FNDX) 0.5 $745k 32k 23.61
Costco Wholesale Corporation (COST) 0.4 $719k 761.00 945.26
Vanguard World Inf Tech Etf (VGT) 0.4 $665k 1.2k 542.53
Ishares Tr Core S&p500 Etf (IVV) 0.4 $649k 1.2k 562.10
Vanguard World Mega Cap Index (MGC) 0.4 $645k 3.2k 201.36
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $603k 6.0k 100.00
Select Sector Spdr Tr Technology (XLK) 0.4 $597k 2.9k 206.50
Amazon (AMZN) 0.4 $595k 3.1k 190.26
Tesla Motors (TSLA) 0.3 $542k 2.1k 259.16
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $527k 7.7k 68.32
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $527k 1.9k 274.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $520k 1.4k 361.11
Alphabet Cap Stk Cl C (GOOG) 0.3 $492k 3.2k 156.23
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $478k 2.3k 210.95
Ishares Tr Us Aer Def Etf (ITA) 0.3 $461k 3.0k 153.09
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $398k 4.3k 91.54
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $388k 729.00 532.58
Starbucks Corporation (SBUX) 0.2 $374k 3.8k 98.08
Us Bancorp Del Com New (USB) 0.2 $368k 8.7k 42.22
Ishares Tr Core Msci Eafe (IEFA) 0.2 $355k 4.7k 75.65
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $348k 3.1k 113.76
American Healthcare Reit Com Shs (AHR) 0.2 $338k 11k 30.30
Exxon Mobil Corporation (XOM) 0.2 $314k 2.6k 118.91
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $304k 4.7k 65.17
Wells Fargo & Company (WFC) 0.2 $273k 3.8k 71.78
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $263k 2.0k 128.93
Eli Lilly & Co. (LLY) 0.2 $248k 300.00 825.91
JPMorgan Chase & Co. (JPM) 0.2 $242k 986.00 245.40
Meta Platforms Cl A (META) 0.1 $231k 401.00 576.29
Verizon Communications (VZ) 0.1 $225k 5.0k 45.36
Broadcom (AVGO) 0.1 $221k 1.3k 167.41
Chevron Corporation (CVX) 0.1 $216k 1.3k 167.32
Johnson & Johnson (JNJ) 0.1 $211k 1.3k 165.83
Enterprise Products Partners (EPD) 0.1 $207k 6.1k 34.14
Brightspire Capital Com Cl A (BRSP) 0.1 $114k 21k 5.56