| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| FLEXSHARES TR | 3 | Q3 2018 | 6.1% |
| APPLE INC | 3 | Q3 2018 | 4.5% |
| SSGA ACTIVE ETF TR | 3 | Q3 2018 | 3.9% |
| HOME DEPOT INC | 3 | Q3 2018 | 3.7% |
| VISA INC | 3 | Q3 2018 | 3.4% |
| DISNEY WALT CO | 3 | Q3 2018 | 3.3% |
| NORTHERN TR CORP | 3 | Q3 2018 | 3.0% |
| PFIZER INC | 3 | Q3 2018 | 2.9% |
| MICROSOFT CORP | 3 | Q3 2018 | 2.7% |
| BECTON DICKINSON & CO | 3 | Q3 2018 | 2.5% |
View HC Financial Advisors, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-10-18 |
| 13F-HR | 2018-08-02 |
| 13F-HR | 2018-02-09 |
View HC Financial Advisors, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.