Hrc Wealth Management

Hrc Wealth Management as of Sept. 30, 2025

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 55 positions in its portfolio as reported in the September 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 $72M 2.3M 31.91
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 18.3 $38M 1.3M 29.11
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.2 $33M 1.3M 26.34
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.7 $9.7M 33k 293.79
Spdr Series Trust S&P 600 SMCP GRW (SLYG) 3.4 $6.9M 74k 94.31
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.9M 251k 27.30
Apple (AAPL) 2.9 $6.0M 24k 254.63
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.2M 16k 137.80
NVIDIA Corporation (NVDA) 1.0 $2.1M 12k 186.58
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.7M 2.8k 600.30
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 754200.00
Boeing Company (BA) 0.6 $1.2M 5.6k 215.83
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.2M 9.7k 118.83
Microsoft Corporation (MSFT) 0.6 $1.2M 2.2k 517.93
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.0M 14k 73.46
Tesla Motors (TSLA) 0.5 $950k 2.1k 444.72
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.5 $944k 11k 82.73
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $886k 8.8k 100.25
Vanguard World Inf Tech Etf (VGT) 0.4 $881k 1.2k 746.43
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $842k 32k 26.30
Vanguard World Mega Cap Index (MGC) 0.4 $827k 3.4k 244.05
Select Sector Spdr Tr Technology (XLK) 0.4 $826k 2.9k 281.91
Ishares Tr Core S&p500 Etf (IVV) 0.4 $820k 1.2k 669.12
Alphabet Cap Stk Cl C (GOOG) 0.4 $779k 3.2k 243.55
Costco Wholesale Corporation (COST) 0.3 $701k 757.00 925.95
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $699k 6.1k 113.89
Amazon (AMZN) 0.3 $692k 3.2k 219.57
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $683k 1.5k 468.36
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $629k 2.3k 273.60
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $629k 1.9k 328.18
Ishares Tr Us Aer Def Etf (ITA) 0.3 $627k 3.0k 209.29
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.3 $604k 6.7k 89.77
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $521k 7.8k 66.87
American Healthcare Reit Com Shs (AHR) 0.2 $461k 11k 42.01
Ishares Tr Core Msci Eafe (IEFA) 0.2 $446k 5.1k 87.31
Broadcom (AVGO) 0.2 $438k 1.3k 329.99
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $431k 858.00 502.74
Us Bancorp Del Com New (USB) 0.2 $428k 8.8k 48.33
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $415k 3.1k 135.22
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $411k 3.9k 104.96
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $361k 2.6k 140.98
Wells Fargo & Company (WFC) 0.2 $320k 3.8k 83.83
JPMorgan Chase & Co. (JPM) 0.2 $311k 987.00 315.35
Starbucks Corporation (SBUX) 0.1 $301k 3.6k 84.60
Exxon Mobil Corporation (XOM) 0.1 $298k 2.6k 112.75
Meta Platforms Cl A (META) 0.1 $295k 401.00 734.96
Alphabet Cap Stk Cl A (GOOGL) 0.1 $292k 1.2k 243.19
Johnson & Johnson (JNJ) 0.1 $233k 1.3k 185.40
Verizon Communications (VZ) 0.1 $227k 5.2k 43.95
Vanguard Index Fds Growth Etf (VUG) 0.1 $222k 464.00 479.16
Wal-Mart Stores (WMT) 0.1 $218k 2.1k 103.05
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $207k 1.7k 120.71
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $201k 2.7k 74.36
Chevron Corporation (CVX) 0.1 $201k 1.3k 155.30
Brightspire Capital Com Cl A (BRSP) 0.1 $112k 21k 5.43