HC Advisors

HC Advisors as of March 31, 2022

Portfolio Holdings for HC Advisors

HC Advisors holds 83 positions in its portfolio as reported in the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Vanguard Index Fds Total Stk Mkt (VTI) 18.4 $29M 128k 227.67
First Tr Morningstar Div Lea SHS (FDL) 6.6 $11M 280k 37.44
Schwab Strategic Tr Us Tips Etf (SCHP) 6.2 $9.7M 160k 60.71
Schwab Strategic Tr Intrm Trm Tres (SCHR) 6.1 $9.6M 179k 53.25
Ishares Tr Barclays 7 10 Yr (IEF) 4.6 $7.2M 67k 107.47
Schwab Strategic Tr Emrg Mkteq Etf (SCHE) 3.9 $6.1M 220k 27.77
Ishares Tr U.s. Tech Etf (IYW) 3.4 $5.3M 52k 103.04
Schwab Strategic Tr Us Dividend Eq (SCHD) 3.3 $5.1M 65k 78.89
Ishares Tr U.s. Finls Etf (IYF) 2.9 $4.6M 55k 84.53
Wisdomtree Tr Us Smallcap Divd (DES) 2.8 $4.4M 140k 31.87
Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 2.6 $4.2M 56k 74.83
Apple (AAPL) 2.2 $3.5M 20k 174.62
Ishares Tr Us Hlthcare Etf (IYH) 1.9 $3.0M 10k 288.82
Vanguard Scottsdale Fds Short Term Treas (VGSH) 1.7 $2.6M 45k 59.26
Schwab Strategic Tr Us Mid-cap Etf (SCHM) 1.5 $2.3M 31k 75.87
Vanguard Russell Vng Rus1000val (VONV) 1.4 $2.3M 31k 72.79
Vanguard Consumer Staples Consum Stp Etf (VDC) 1.4 $2.2M 11k 195.89
Schwab US Agg Bond ETF Us Aggregate B (SCHZ) 1.4 $2.1M 42k 50.58
Schwab Strategic Tr Us Sml Cap Etf (SCHA) 1.3 $2.1M 45k 47.37
Vanguard World Fds Energy Etf (VDE) 1.3 $2.0M 19k 107.05
Ishares Tr Gbl Comm Svc Etf (IXP) 1.2 $1.9M 26k 73.94
Bank of America Corporation (BAC) 1.2 $1.8M 44k 41.21
Vanguard Intl Eqty Index Allwrld Ex Us (VEU) 1.1 $1.7M 30k 57.60
Vanguard Russell Vng Rus1000grw (VONG) 1.1 $1.7M 24k 71.37
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.0 $1.5M 3.4k 451.54
Sprott Physical Gold Trust Unit (PHYS) 1.0 $1.5M 100k 15.37
JPMorgan Chase & Co. (JPM) 0.9 $1.5M 11k 136.37
Schwab Int'l Equity ETF Intl Eqty Etf (SCHF) 0.9 $1.4M 39k 36.72
Sprott Physical Silver Tr Tr Unit (PSLV) 0.9 $1.4M 162k 8.77
Eli Lilly & Co. (LLY) 0.9 $1.4M 4.9k 286.42
Vanguard Small Cap Valu Sm Cp Val Etf (VBR) 0.7 $1.1M 6.5k 175.93
Schwab Strategic Tr Sht Tm Us Tres (SCHO) 0.7 $1.1M 23k 49.56
Ishares Tr Russell 3000 Etf (IWV) 0.7 $1.1M 4.3k 262.30
Vanguard MSCI EAFE Etf Ftse Dev Mkt Etf (VEA) 0.6 $948k 20k 48.05
Agnico (AEM) 0.6 $941k 15k 61.22
Home Depot (HD) 0.5 $858k 2.9k 299.27
Pimco Enrgy Tactical Cr Opp Com Shs Ben Int (PDX) 0.5 $830k 56k 14.83
Healthequity (HQY) 0.5 $829k 12k 67.43
Vanguard Index Fds S&p 500 Etf Shs (VOO) 0.5 $826k 2.0k 415.08
Amazon (AMZN) 0.5 $782k 240.00 3258.33
Pan American Silver Corp Can (PAAS) 0.4 $651k 24k 27.29
Microsoft Corporation (MSFT) 0.4 $619k 2.0k 308.11
Ishares Tr Rus 1000 Grw Etf (IWF) 0.4 $614k 2.2k 277.83
Coca-Cola Company (KO) 0.3 $541k 8.7k 62.00
Chevron Corporation (CVX) 0.3 $488k 3.0k 162.83
Tiga Acquisition Corp Shs Cl A 0.3 $472k 46k 10.25
Crispr Therapeutics Namen Akt (CRSP) 0.3 $457k 7.3k 62.79
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG) 0.3 $446k 2.4k 185.99
Vanguard Scottsdale Fds Int-term Corp (VCIT) 0.3 $426k 4.9k 86.08
Vanguard Small Cap Grwth Sml Cp Grw Etf (VBK) 0.3 $422k 1.7k 248.38
Sprott Etf Trust Gold Miners Etf (SGDM) 0.3 $407k 12k 32.99
American Express Company (AXP) 0.3 $394k 2.1k 187.00
Aon Shs Cl A 0.2 $388k 1.2k 325.50
Newmont Mining Corporation (NEM) 0.2 $377k 4.7k 79.45
Alphabet Cap Stk Cl C (GOOG) 0.2 $371k 133.00 2789.47
Bristol Myers Squibb (BMY) 0.2 $370k 5.1k 72.96
Apellis Pharmaceuticals (APLS) 0.2 $350k 6.9k 50.88
Spdr S&P Dividend Etf S&p Divid Etf (SDY) 0.2 $321k 2.5k 128.04
Biohaven Pharmaceutical Holding 0.2 $319k 2.7k 118.41
Delta Air Lines Inc Del Com New (DAL) 0.2 $317k 8.0k 39.61
Vanguard Scottsdale Fds Vng Rus2000val (VTWV) 0.2 $313k 2.2k 141.05
Ascendis Pharma A S Sponsored Adr (ASND) 0.2 $310k 2.6k 117.25
Vanguard Whitehall Fds High Div Yld (VYM) 0.2 $300k 2.7k 112.32
New Gold Inc Cda (NGD) 0.2 $299k 166k 1.80
Truist Financial Corp equities (TFC) 0.2 $293k 5.2k 56.75
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP) 0.2 $282k 1.8k 157.81
Equinox Gold Corp equities (EQX) 0.2 $279k 34k 8.26
Sprott Physical Plat Pallad Unit (SPPP) 0.2 $265k 17k 16.10
Johnson & Johnson (JNJ) 0.2 $264k 1.5k 177.18
Celldex Therapeutics Inc Ne Com New (CLDX) 0.2 $261k 7.7k 34.01
Vanguard Scottsdale Fds Vng Rus3000idx (VTHR) 0.2 $255k 1.3k 204.00
Alphabet Cap Stk Cl A (GOOGL) 0.2 $253k 91.00 2780.22
Barrick Gold Corp (GOLD) 0.2 $252k 10k 24.54
Matterport Com Cl A (MTTR) 0.2 $244k 30k 8.13
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $243k 1.5k 162.00
Waste Management (WM) 0.2 $238k 1.5k 158.67
Alx Oncology Hldgs (ALXO) 0.1 $233k 14k 16.90
UnitedHealth (UNH) 0.1 $229k 449.00 510.02
Tiga Acquisition Corp Unit 99/99/9999 0.1 $226k 22k 10.41
Ishares Asia/pac Div Etf (DVYA) 0.1 $200k 5.3k 38.02
Alamos Gold Com Cl A (AGI) 0.1 $195k 23k 8.40
Dyne Therapeutics (DYN) 0.1 $150k 16k 9.66
Tiga Acquisition Corp W Exp 11/06/202 0.0 $33k 80k 0.41