| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 36.3% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 23.0% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 18.7% |
| SCHWAB STRATEGIC TR | 3 | Q2 2024 | 5.2% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 3.2% |
| APPLE INC | 3 | Q2 2024 | 3.5% |
| VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 1.7% |
| BOEING CO | 3 | Q2 2024 | 1.2% |
| ISHARES TR | 3 | Q2 2024 | 1.0% |
| ISHARES TR | 3 | Q2 2024 | 0.9% |
View HRC WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-25 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-12 |
View HRC WEALTH MANAGEMENT, 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.