Hrc Wealth Management

Hrc Wealth Management as of Dec. 31, 2025

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 56 positions in its portfolio as reported in the December 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) 35.1 $73M 2.2M 32.62
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 18.3 $38M 1.3M 29.61
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 16.1 $34M 1.3M 26.91
Vanguard Index Fds Mcap Gr Idxvip (VOT) 4.4 $9.2M 33k 279.14
Spdr Series Trust State Street Spd (SLYG) 3.4 $7.0M 74k 94.19
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $6.9M 253k 27.43
Apple (AAPL) 3.1 $6.4M 24k 271.87
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.3M 16k 141.06
NVIDIA Corporation (NVDA) 1.0 $2.1M 11k 186.50
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.7M 2.7k 614.33
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.5M 2.00 754800.00
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.2M 10k 120.18
Boeing Company (BA) 0.6 $1.2M 5.6k 217.12
Microsoft Corporation (MSFT) 0.5 $1.1M 2.3k 483.52
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.1M 14k 75.44
Alphabet Cap Stk Cl C (GOOG) 0.5 $1.0M 3.2k 313.85
Tesla Motors (TSLA) 0.5 $961k 2.1k 449.72
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $930k 12k 79.84
Vanguard World Inf Tech Etf (VGT) 0.4 $890k 1.2k 753.69
Ishares Tr Core Us Aggbd Et (AGG) 0.4 $873k 8.7k 99.88
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $869k 32k 27.21
Vanguard World Mega Cap Index (MGC) 0.4 $855k 3.4k 251.14
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $844k 5.9k 143.97
Ishares Tr Core S&p500 Etf (IVV) 0.4 $843k 1.2k 684.95
Amazon (AMZN) 0.4 $752k 3.3k 230.82
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $725k 6.4k 113.92
Bluerock Pvt Real Estate (BPRE) 0.3 $701k 47k 15.00
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $691k 1.5k 473.40
Vanguard Index Fds Total Stk Mkt (VTI) 0.3 $640k 1.9k 335.28
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $637k 2.3k 276.92
Ishares Tr Us Aer Def Etf (ITA) 0.3 $634k 3.0k 214.72
Costco Wholesale Corporation (COST) 0.3 $603k 700.00 861.88
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.3 $578k 7.8k 74.28
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.2 $515k 1.0k 502.65
American Healthcare Reit Com Shs (AHR) 0.2 $491k 10k 47.06
Us Bancorp Del Com New (USB) 0.2 $475k 8.9k 53.36
Ishares Tr Core Msci Eafe (IEFA) 0.2 $472k 5.3k 89.46
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.2 $460k 6.7k 68.36
Broadcom (AVGO) 0.2 $458k 1.3k 346.23
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.2 $426k 3.1k 138.45
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $406k 2.8k 143.50
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.2 $401k 3.9k 102.43
Alphabet Cap Stk Cl A (GOOGL) 0.2 $388k 1.2k 313.05
Wells Fargo & Company (WFC) 0.2 $357k 3.8k 93.21
JPMorgan Chase & Co. (JPM) 0.2 $326k 1.0k 322.22
Exxon Mobil Corporation (XOM) 0.2 $319k 2.7k 120.32
Meta Platforms Cl A (META) 0.1 $298k 452.00 659.43
Vanguard Index Fds Growth Etf (VUG) 0.1 $267k 547.00 487.98
Johnson & Johnson (JNJ) 0.1 $258k 1.2k 206.87
Wal-Mart Stores (WMT) 0.1 $246k 2.2k 111.40
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $226k 3.0k 74.08
Starbucks Corporation (SBUX) 0.1 $222k 2.6k 84.22
Ishares Tr S&p 500 Grwt Etf (IVW) 0.1 $211k 1.7k 123.25
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $204k 3.6k 57.23
Verizon Communications (VZ) 0.1 $204k 5.0k 40.73
Brightspire Capital Com Cl A (BRSP) 0.1 $115k 21k 5.60