Hrc Wealth Management

Hrc Wealth Management as of June 30, 2025

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 51 positions in its portfolio as reported in the June 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) 35.3 $66M 2.3M 29.21
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 18.8 $35M 1.3M 27.67
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.3 $31M 1.2M 24.44
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.7 $8.9M 31k 284.39
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.5 $6.6M 249k 26.50
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 3.4 $6.5M 73k 88.75
Apple (AAPL) 2.6 $4.9M 24k 205.17
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.0M 15k 128.52
NVIDIA Corporation (NVDA) 1.0 $1.8M 12k 157.99
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.6M 2.8k 551.56
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.8 $1.5M 2.00 728800.00
Boeing Company (BA) 0.6 $1.2M 5.6k 209.53
Microsoft Corporation (MSFT) 0.6 $1.1M 2.2k 497.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $989k 14k 69.09
Ishares Tr Core S&p Scp Etf (IJR) 0.5 $974k 8.9k 109.29
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $910k 11k 80.23
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $899k 9.1k 99.20
Vanguard World Inf Tech Etf (VGT) 0.4 $814k 1.2k 663.09
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $778k 32k 24.54
Costco Wholesale Corporation (COST) 0.4 $752k 760.00 989.83
Select Sector Spdr Tr Technology (XLK) 0.4 $735k 2.9k 253.21
Vanguard World Mega Cap Index (MGC) 0.4 $721k 3.2k 224.89
Ishares Tr Core S&p500 Etf (IVV) 0.4 $719k 1.2k 620.91
Amazon (AMZN) 0.4 $688k 3.1k 219.39
Tesla Motors (TSLA) 0.4 $679k 2.1k 317.66
Ishares Tr Eafe Grwth Etf (EFG) 0.4 $678k 6.1k 112.01
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $612k 1.4k 424.73
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $582k 1.9k 303.86
Ishares Tr Us Aer Def Etf (ITA) 0.3 $568k 3.0k 188.64
Alphabet Cap Stk Cl C (GOOG) 0.3 $563k 3.2k 177.40
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $559k 2.3k 246.55
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $494k 7.7k 63.95
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $456k 5.4k 84.83
Ishares Tr Core Msci Eafe (IEFA) 0.2 $424k 5.1k 83.48
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $417k 858.00 485.77
American Healthcare Reit Com Shs (AHR) 0.2 $409k 11k 36.74
Us Bancorp Del Com New (USB) 0.2 $397k 8.8k 45.25
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $378k 3.8k 98.23
Broadcom (AVGO) 0.2 $366k 1.3k 275.69
Starbucks Corporation (SBUX) 0.2 $350k 3.8k 91.62
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $343k 2.7k 128.65
Wells Fargo & Company (WFC) 0.2 $305k 3.8k 80.12
Meta Platforms Cl A (META) 0.2 $296k 401.00 738.29
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $293k 2.2k 133.31
JPMorgan Chase & Co. (JPM) 0.2 $286k 987.00 289.77
Exxon Mobil Corporation (XOM) 0.2 $285k 2.6k 107.81
Eli Lilly & Co. (LLY) 0.1 $234k 300.00 779.53
Verizon Communications (VZ) 0.1 $222k 5.1k 43.27
Alphabet Cap Stk Cl A (GOOGL) 0.1 $211k 1.2k 176.16
Wal-Mart Stores (WMT) 0.1 $207k 2.1k 97.80
Brightspire Capital Com Cl A (BRSP) 0.1 $104k 21k 5.05