$152 Million is the total value of HC Advisors, LLC's 81 reported holdings in Q3 2021. The portfolio turnover from Q2 2021 to Q3 2021 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VONV | Vanguard Russellvng rus1000val | $1,877,000 | -1.3% | 27,314 | 0.0% | 1.23% | +5.4% | |
| VONG | Vanguard Russellvng rus1000grw | $1,690,000 | +0.9% | 23,987 | 0.0% | 1.11% | +7.7% | |
| IWV | Ishares Russellrussell 3000 etf | $1,088,000 | -0.5% | 4,270 | 0.0% | 0.71% | +6.2% | |
| HD | Home Depot Inc | $944,000 | +2.9% | 2,877 | 0.0% | 0.62% | +9.9% | |
| VEA | Vanguard MSCI EAFE Etfftse dev mkt etf | $703,000 | -2.0% | 13,924 | 0.0% | 0.46% | +4.5% | |
| IWF | Ishares Russellrus 1000 grw etf | $606,000 | +1.0% | 2,210 | 0.0% | 0.40% | +7.9% | |
| VTWG | VANGUARD SCOTTSDALE FDSvng rus2000grw | $513,000 | -5.7% | 2,398 | 0.0% | 0.34% | +0.6% | |
| VTHR | VANGUARD SCOTTSDALE FDSvng rus3000idx | $505,000 | -0.6% | 2,550 | 0.0% | 0.33% | +6.1% | |
| VBK | Vanguard Small Cap Grwthsml cp grw etf | $476,000 | -3.3% | 1,699 | 0.0% | 0.31% | +3.0% | |
| VCIT | VANGUARD SCOTTSDALE FDSint-term corp | $467,000 | -0.8% | 4,949 | 0.0% | 0.31% | +5.5% | |
| RSP | INVESCO EXCHANGE TRADED FD Ts&p500 eql wgt | $419,000 | -0.7% | 2,800 | 0.0% | 0.28% | +5.8% | |
| AON | AON PLC | $341,000 | +19.6% | 1,192 | 0.0% | 0.22% | +28.0% | |
| VTWV | VANGUARD SCOTTSDALE FDSvng rus2000val | $312,000 | -3.4% | 2,219 | 0.0% | 0.20% | +3.0% | |
| GOOGL | ALPHABET INCcap stk cl a | $307,000 | +9.3% | 115 | 0.0% | 0.20% | +16.2% | |
| SDY | Spdr S&P Dividend Etfs&p divid etf | $295,000 | -3.9% | 2,507 | 0.0% | 0.19% | +2.6% | |
| VIG | VANGUARD SPECIALIZED FUNDSdiv app etf | $230,000 | -0.9% | 1,500 | 0.0% | 0.15% | +5.6% | |
| TINVU | TIGA ACQUISITION CORPunit 99/99/9999 | $225,000 | -1.3% | 21,704 | 0.0% | 0.15% | +5.7% | |
| VYM | VANGUARD WHITEHALL FDShigh div yld | $220,000 | -1.3% | 2,126 | 0.0% | 0.14% | +5.1% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-10-29
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| APPLE INC | 16 | Q3 2023 | 10.5% |
| MICROSOFT CORP | 16 | Q3 2023 | 7.2% |
| Vanguard Total Stock Mkt | 15 | Q3 2023 | 19.5% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 17.7% |
| Schwab US TIPS ETF | 15 | Q3 2023 | 7.1% |
| iShares Treasury 7-10 Yr Bond | 15 | Q3 2023 | 13.9% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 5.9% |
| iShares US Tech ETF | 15 | Q3 2023 | 4.6% |
| iShares US Financials ETF | 15 | Q3 2023 | 5.0% |
| SCHWAB STRATEGIC TR | 15 | Q3 2023 | 3.7% |
View HC Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-05-06 |
| 13F-HR | 2022-02-02 |
| 13F-HR | 2021-10-29 |
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.