Hrc Wealth Management

Hrc Wealth Management as of March 31, 2026

Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 59 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 31.0 $66M 2.2M 29.13
Schwab Strategic Tr Us Lcap Va Etf (SCHV) 18.9 $40M 1.3M 30.50
Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 15.2 $32M 1.3M 25.64
Vanguard Index Fds Mcap Gr Idxvip (VOT) 7.8 $16M 64k 257.35
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.9 $8.4M 272k 30.68
Spdr Series Trust State Street Spd (SLYG) 3.5 $7.4M 76k 96.62
Apple (AAPL) 2.8 $6.0M 24k 253.79
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 1.1 $2.3M 16k 138.32
NVIDIA Corporation (NVDA) 1.0 $2.0M 12k 174.40
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.8 $1.7M 3.0k 577.09
Berkshire Hathaway Inc Del Cl A (BRK.A) 0.7 $1.4M 2.00 718140.00
Ishares Tr Core S&p Scp Etf (IJR) 0.6 $1.3M 11k 124.31
Vanguard Index Fds Total Stk Mkt (VTI) 0.6 $1.2M 3.7k 320.80
Boeing Company (BA) 0.5 $1.1M 5.6k 199.03
Vanguard Star Fds Vg Tl Intl Stk F (VXUS) 0.5 $1.1M 14k 77.11
Ishares Tr Core Us Aggbd Et (AGG) 0.5 $1.0M 10k 99.27
Alphabet Cap Stk Cl C (GOOG) 0.4 $930k 3.2k 286.86
Ishares Tr Core Msci Eafe (IEFA) 0.4 $929k 10k 90.53
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $907k 1.9k 479.20
Ishares Tr MRGSTR MD CP GRW (IMCG) 0.4 $899k 11k 78.77
Schwab Strategic Tr Fundamental Us L (FNDX) 0.4 $895k 32k 27.85
Vanguard World Inf Tech Etf (VGT) 0.4 $873k 1.3k 697.79
Microsoft Corporation (MSFT) 0.4 $855k 2.3k 370.10
Select Sector Spdr Tr State Street Tec (XLK) 0.4 $838k 6.3k 132.90
Ishares Tr Core S&p500 Etf (IVV) 0.4 $833k 1.3k 653.39
Vanguard World Mega Cap Index (MGC) 0.4 $810k 3.4k 236.33
Tesla Motors (TSLA) 0.4 $794k 2.1k 371.75
Amazon (AMZN) 0.3 $735k 3.5k 208.27
Ishares Tr Eafe Grwth Etf (EFG) 0.3 $691k 6.2k 111.37
Costco Wholesale Corporation (COST) 0.3 $689k 691.00 996.38
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO) 0.3 $648k 4.5k 145.02
Ishares Tr Us Aer Def Etf (ITA) 0.3 $633k 2.9k 218.77
Ishares Tr Rus 1000 Grw Etf (IWF) 0.3 $624k 1.5k 426.29
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ) 0.3 $596k 5.8k 103.37
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.3 $576k 2.3k 248.80
Bluerock Pvt Real Estate (BPRE) 0.3 $555k 33k 16.61
Vanguard Index Fds Growth Etf (VUG) 0.2 $529k 1.2k 436.75
Fidelity Covington Trust Msci Hlth Care I (FHLC) 0.2 $493k 7.0k 70.36
Us Bancorp Com New (USB) 0.2 $467k 9.0k 52.01
Exxon Mobil Corporation (XOM) 0.2 $459k 2.7k 169.65
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $434k 2.9k 148.08
Broadcom (AVGO) 0.2 $400k 1.3k 309.47
American Healthcare Reit Com Shs (AHR) 0.2 $380k 8.1k 47.16
Alphabet Cap Stk Cl A (GOOGL) 0.2 $347k 1.2k 287.55
Wells Fargo & Company (WFC) 0.1 $305k 3.8k 79.62
Johnson & Johnson (JNJ) 0.1 $302k 1.2k 244.46
Chevron Corporation (CVX) 0.1 $298k 1.4k 206.85
JPMorgan Chase & Co. (JPM) 0.1 $293k 996.00 294.26
Grayscale Bitcoin Trust Etf Shs Rep Com Ut (GBTC) 0.1 $279k 5.3k 52.76
Wal-Mart Stores (WMT) 0.1 $270k 2.2k 124.25
Meta Platforms Cl A (META) 0.1 $263k 460.00 571.92
J P Morgan Exchange Traded F Equity Premium (JEPI) 0.1 $263k 4.6k 56.68
Verizon Communications (VZ) 0.1 $252k 5.0k 50.20
Vanguard Index Fds Value Etf (VTV) 0.1 $241k 1.2k 196.18
Starbucks Corporation (SBUX) 0.1 $237k 2.6k 89.61
Capital Group Growth Etf Shs Creation Uni (CGGR) 0.1 $234k 5.8k 40.19
Enterprise Products Partners (EPD) 0.1 $232k 6.1k 37.84
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $213k 2.9k 73.65
Brightspire Capital Com Cl A (BRSP) 0.1 $115k 21k 5.60