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Hrc Wealth Management

Latest statistics and disclosures from Hrc Wealth Management's latest quarterly 13F-HR filing:

Top 5 stock holdings are SCHG, SCHV, SCHX, SCHD, SLYG, and represent 81.77% of Hrc Wealth Management's stock portfolio.
Added to shares of these 10 stocks: SLYG, VOT, VGT, FNDX, XLK, SCHD, XMHQ, SCHG, SYLD, IWY.
Started 15 new stock positions in IVV, DSTL, WFC, FNDX, LLY, XLK, IWY, XMHQ, SYLD, GBTC. VGT, SLYG, BRK.B, HYLN, SPGP.
Reduced shares in these 10 stocks: VT, , SCHX, IMCG, IJR, AGG, VXUS, FHLC, SCHV, VYM.
Sold out of its position in TSLA.
Hrc Wealth Management was a net buyer of stock by $11M.
Hrc Wealth Management has $137M in assets under management (AUM), dropping by 17.76%.
Central Index Key (CIK): 0002009521

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Portfolio Holdings for Hrc Wealth Management

Hrc Wealth Management holds 41 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)	34.7	$48M		512k	92.72	View chart
Schwab Strategic Tr Us Lcap Va Etf (SCHV)	21.2	$29M		382k	75.98	View chart
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)	17.3	$24M		382k	62.06	View chart
Schwab Strategic Tr Us Dividend Eq (SCHD)	5.0	$6.8M	+6%	84k	80.63	View chart
Spdr Ser Tr S&P 600 SMCP GRW (SLYG)	3.6	$4.9M	NEW	57k	87.23	View chart
Vanguard Index Fds Mcap Gr Idxvip (VOT)	3.2	$4.4M	+19%	19k	235.79	View chart
Apple (AAPL)	2.6	$3.6M		21k	171.48	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	1.3	$1.8M	-12%	17k	110.50	View chart
Boeing Company (BA)	0.8	$1.0M		5.4k	192.99	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.8	$1.0M	-11%	9.4k	110.52	View chart
Ishares Tr Core Us Aggbd Et (AGG)	0.8	$1.0M	-3%	11k	97.94	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.7	$984k	+24%	2.2k	443.94	View chart
Ishares Tr MRGSTR MD CP GRW (IMCG)	0.7	$935k	-17%	13k	70.68	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.5	$666k		6.4k	103.79	View chart
NVIDIA Corporation (NVDA)	0.4	$598k		661.00	903.95	View chart
Vanguard World Inf Tech Etf (VGT)	0.4	$589k	NEW	1.1k	524.31	View chart
Schwab Strategic Tr Schwab Fdt Us Lg (FNDX)	0.4	$585k	NEW	8.7k	67.39	View chart
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)	0.4	$572k	-2%	9.5k	60.30	View chart
Fidelity Covington Trust Msci Hlth Care I (FHLC)	0.4	$551k	-2%	7.9k	69.77	View chart
Select Sector Spdr Tr Technology (XLK)	0.4	$527k	NEW	2.5k	208.26	View chart
Ishares Tr Rus 1000 Grw Etf (IWF)	0.3	$409k	+60%	1.2k	337.06	View chart
Invesco Exchange Traded Fd T S&p Mdcp Quality (XMHQ)	0.3	$405k	NEW	3.7k	110.05	View chart
Microsoft Corporation (MSFT)	0.3	$399k	+4%	948.00	420.61	View chart
Us Bancorp Del Com New (USB)	0.3	$383k		8.6k	44.70	View chart
Cambria Etf Tr Shshld Yield Etf (SYLD)	0.3	$365k	NEW	5.0k	73.27	View chart
Exxon Mobil Corporation (XOM)	0.3	$356k	+10%	3.1k	116.22	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$354k	NEW	1.8k	195.13	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	0.2	$327k		624.00	523.44	View chart
Costco Wholesale Corporation (COST)	0.2	$315k	+16%	430.00	732.17	View chart
Ishares Tr Core S&p500 Etf (IVV)	0.2	$298k	NEW	568.00	525.41	View chart
Grayscale Bitcoin Tr Btc Shs Rep Com Ut (GBTC)	0.2	$296k	NEW	4.7k	63.17	View chart
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)	0.2	$294k	NEW	2.8k	106.49	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$287k	NEW	5.3k	53.91	View chart
Vanguard World Mega Cap Index (MGC)	0.2	$286k	+21%	1.5k	186.92	View chart
Eli Lilly & Co. (LLY)	0.2	$233k	NEW	300.00	777.96	View chart
Vanguard Whitehall Fds High Div Yld (VYM)	0.2	$226k		1.9k	121.02	View chart
Wells Fargo & Company (WFC)	0.2	$218k	NEW	3.8k	57.95	View chart
Starbucks Corporation (SBUX)	0.2	$214k		2.3k	91.37	View chart
Berkshire Hathaway Inc Del Cl B New (BRK.B)	0.1	$201k	NEW	477.00	420.52	View chart
Brightspire Capital Com Cl A (BRSP)	0.1	$76k		11k	6.89	View chart
Hyliion Holdings Corp Common Stock (HYLN)	0.0	$18k	NEW	10k	1.76	View chart

Past Filings by Hrc Wealth Management

SEC 13F filings are viewable for Hrc Wealth Management going back to 2023

Hrc Wealth Management 2024 Q1 filed May 13, 2024
Hrc Wealth Management 2023 Q4 filed Feb. 12, 2024

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