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HC FINANCIAL ADVISORS INC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
FLEXSHARES TRUST IQDFCommon128,632122,1522,628,0002,473,0001.76  Hist 06/30/2022
iSHARES TRUST IVVCommon748644284,000237,0000.19  Hist 06/30/2022
iSHARES TRUST ESGDCommon7,8043,685490,000186,0000.33  Hist 06/30/2022
VANGUARD STAR FUNDS VXUSCommon2,3382,146121,000110,0000.08  Hist 06/30/2022
DANAHER CORP /DE/ DHRCommon720432183,00099,0000.120.00 Hist 06/30/2022
DEERE & CO DECommon410310123,00081,0000.080.00 Hist 06/30/2022
FLEXSHARES TRUST BNDCCommon26,5314,440609,00071,0000.41  Hist 06/30/2022
SPDR GOLD TRUST GLDGOLD SHS1,084300183,00041,0000.12  Hist 06/30/2022
NEXTERA ENERGY INC FPLcommon7,9251,144614,00040,0000.410.00 Hist 06/30/2022
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS VWOCommon1,30380954,00031,0000.04  Hist 06/30/2022
JPMORGAN CHASE & CO JPMCommon1,364421154,00025,0000.100.00 Hist 06/30/2022
WisdomTree Trust DESSMALLCAP DIVID93,51111,4012,639,00022,0001.77  Hist 06/30/2022
CONSTELLATION BRANDS, INC. STZCL A3,78048881,00021,0000.59  Hist 06/30/2022
Vanguard Growth ETF VUGETF1207527,00014,0000.02  Hist 06/30/2022
iSHARES TRUST IJRS&P SMLCAP 60019314018,00012,0000.01  Hist 06/30/2022
iSHARES TRUST IWMCommon1508025,00011,0000.02  Hist 06/30/2022
SPDR SERIES TRUST SDYCommon1369616,00011,0000.01  Hist 06/30/2022
AbbVie Inc. ABBVCOM678100104,00010,0000.070.00 Hist 06/30/2022
United Airlines Holdings, Inc. UALCOM2612259,0007,0000.010.00 Hist 06/30/2022
iSHARES TRUST ICFCommon2,528464154,0007,0000.10  Hist 06/30/2022
Sonos Inc SONOEquities70050013,0007,0000.010.00 Hist 06/30/2022
GOLDMAN SACHS GROUP INC GSCommon572717,0007,0000.01  Hist 06/30/2022
VANGUARD INDEX FUNDS VBETF3237757,0005,0000.04  Hist 06/30/2022
iSHARES TRUST LQDOPTIONS80509,0005,0000.01  Hist 06/30/2022
UNITED PARCEL SERVICE INC UPSCommon2766150,0004,0000.03  Hist 06/30/2022
INTEL CORP INTCCommon98030037,0003,0000.020.00 Hist 06/30/2022
ETF Managers Trust MJXCommon1,0507206,0003,0000.00  Hist 06/30/2022
THERMO FISHER SCIENTIFIC INC. TMOCommon33330181,0002,0000.120.00 Hist 06/30/2022
FLOWERS FOODS INC FLOCommon782621,0001,0000.010.00 Hist 06/30/2022
BOEING CO BACommon25153,0001,0000.000.00 Hist 06/30/2022
Blackstone Inc. BXStock38011335,0001,0000.020.00 Hist 06/30/2022
COCA-COLA EUROPACIFIC PARTNERS plc CCESHS531327,0001,0000.020.00 Hist 06/30/2022
VANGUARD INDEX FDS MID CAP VOSTOCK3857176,0001,0000.05  Hist 06/30/2022
VANGUARD TAX-MANAGED FUNDS VEAFD149266,00000.00  Hist 06/30/2022
SCHWAB STRATEGIC TRUST SCHFCommon13314,000-1,0000.00  Hist 06/30/2022
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