$176 Million is the total value of HHM Wealth Advisors, LLC's 79 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SCHG | Sell | SCHWAB STRATEGIC TRus lcap gr etf | $21,560,000 | -1.1% | 256,634 | -2.1% | 12.27% | -4.6% |
| SCHB | Sell | SCHWAB STRATEGIC TRus brd mkt etf | $21,430,000 | -0.8% | 301,745 | -1.5% | 12.19% | -4.2% |
| FNDB | Sell | SCHWAB STRATEGIC TRschwab fdt us bm | $10,310,000 | +0.5% | 263,489 | -0.7% | 5.87% | -3.0% |
| RWO | Sell | SPDR INDEX SHS FDSdj glb rl es etf | $6,355,000 | +2.5% | 122,536 | -1.4% | 3.62% | -1.1% |
| FNDE | Sell | SCHWAB STRATEGIC TRschwb fdt emk lg | $5,503,000 | -6.4% | 200,973 | -1.8% | 3.13% | -9.7% |
| VIG | Sell | VANGUARD GROUPdiv app etf | $4,399,000 | +0.1% | 36,787 | -3.6% | 2.50% | -3.4% |
| FNDF | Sell | SCHWAB STRATEGIC TRschwb fdt int lg | $3,809,000 | -3.4% | 138,158 | -2.4% | 2.17% | -6.8% |
| SCHF | Sell | SCHWAB STRATEGIC TRintl eqty etf | $3,501,000 | -1.9% | 109,892 | -1.2% | 1.99% | -5.3% |
| FNDA | Sell | SCHWAB STRATEGIC TRschwab fdt us sc | $1,461,000 | -2.9% | 38,695 | -3.0% | 0.83% | -6.3% |
| DRW | Sell | WISDOMTREE TRglb ex us rl est | $1,440,000 | -6.4% | 49,202 | -2.7% | 0.82% | -9.7% |
| VCSH | Sell | VANGUARD SCOTTSDALE FDSshrt trm corp bd | $1,293,000 | -11.9% | 15,949 | -12.3% | 0.74% | -14.9% |
| NSC | Sell | NORFOLK SOUTHERN CORP | $1,157,000 | -22.0% | 6,442 | -13.4% | 0.66% | -24.7% |
| SCHH | Sell | SCHWAB STRATEGIC TRus reit etf | $1,010,000 | -5.3% | 21,409 | -10.9% | 0.58% | -8.6% |
| SO | Sell | SOUTHERN CO | $987,000 | +4.7% | 15,975 | -6.4% | 0.56% | +1.1% |
| SCHZ | Sell | SCHWAB STRATEGIC TRus aggregate b | $930,000 | -56.9% | 17,261 | -57.6% | 0.53% | -58.4% |
| FNDC | Sell | SCHWAB STRATEGIC TRschwb fdt int sc | $911,000 | -2.3% | 29,649 | -0.7% | 0.52% | -5.6% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $484,000 | -6.9% | 8,539 | -7.8% | 0.28% | -10.4% |
| BSCK | Sell | INVESCO EXCH TRD SLF IDX FD | $421,000 | -27.4% | 19,751 | -27.6% | 0.24% | -29.8% |
| TFI | Sell | SPDR SERIES TRUSTnuveen brc munic | $403,000 | -15.5% | 7,960 | -16.3% | 0.23% | -18.5% |
| CAT | Sell | CATERPILLAR INC DEL | $358,000 | -9.1% | 2,838 | -1.7% | 0.20% | -12.1% |
| RYE | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 eql enr | $312,000 | -8.8% | 7,038 | -0.2% | 0.18% | -11.9% |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $269,000 | -1.1% | 1,390 | -0.7% | 0.15% | -4.4% |
| F | Sell | FORD MTR CO DEL | $111,000 | -11.9% | 12,154 | -1.6% | 0.06% | -14.9% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 22.2% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.9% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 15.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 9.1% |
| JP MORGAN EXCHANGE TRADED FD | 20 | Q3 2023 | 6.3% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.6% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 3.7% |
| VANGUARD SPECIALIZED FUNDS | 20 | Q3 2023 | 3.0% |
| SCHWAB STRATEGIC TR | 20 | Q3 2023 | 2.9% |
| SPDR INDEX SHS FDS | 20 | Q3 2023 | 3.7% |
View HHM Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-05 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-01-19 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-08-08 |
| 13F-HR | 2022-04-27 |
| 13F-HR | 2022-02-03 |
| 13F-HR | 2021-11-02 |
View HHM Wealth Advisors, LLC'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.