| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 19 | Q2 2024 | 10.5% |
| Vanguard Total Stock Mkt | 18 | Q2 2024 | 20.9% |
| SCHWAB STRATEGIC TR | 18 | Q2 2024 | 17.7% |
| SCHWAB STRATEGIC TR | 18 | Q2 2024 | 7.4% |
| iShares US Tech ETF | 18 | Q2 2024 | 10.4% |
| iShares US Financials ETF | 18 | Q2 2024 | 5.0% |
| SCHWAB STRATEGIC TR | 18 | Q2 2024 | 5.3% |
| Schwab US Lg-Cap Growth ETF | 18 | Q2 2024 | 5.2% |
| iShares US Healthcare ETF | 18 | Q2 2024 | 3.5% |
| Vanguard Consumer Staples | 18 | Q2 2024 | 5.1% |
View HC Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-07 |
| N-PX | 2024-08-07 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-01-25 |
| 13F-HR | 2023-11-07 |
| 13F-HR | 2023-08-10 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-10 |
| 13F-HR | 2022-08-08 |
View HC 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.