News + Filings Holdings
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HC FINANCIAL ADVISORS INC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
FLEXSHARES TRUST
| IQDF | Common | 128,632 | 122,152 | 2,628,000 | 2,473,000 | 1.76 | |
Hist
| 06/30/2022 |
iSHARES TRUST
| IVV | Common | 748 | 644 | 284,000 | 237,000 | 0.19 | |
Hist
| 06/30/2022 |
iSHARES TRUST
| ESGD | Common | 7,804 | 3,685 | 490,000 | 186,000 | 0.33 | |
Hist
| 06/30/2022 |
VANGUARD STAR FUNDS
| VXUS | Common | 2,338 | 2,146 | 121,000 | 110,000 | 0.08 | |
Hist
| 06/30/2022 |
DANAHER CORP /DE/
| DHR | Common | 720 | 432 | 183,000 | 99,000 | 0.12 | 0.00 |
Hist
| 06/30/2022 |
DEERE & CO
| DE | Common | 410 | 310 | 123,000 | 81,000 | 0.08 | 0.00 |
Hist
| 06/30/2022 |
FLEXSHARES TRUST
| BNDC | Common | 26,531 | 4,440 | 609,000 | 71,000 | 0.41 | |
Hist
| 06/30/2022 |
SPDR GOLD TRUST
| GLD | GOLD SHS | 1,084 | 300 | 183,000 | 41,000 | 0.12 | |
Hist
| 06/30/2022 |
NEXTERA ENERGY INC
| FPL | common | 7,925 | 1,144 | 614,000 | 40,000 | 0.41 | 0.00 |
Hist
| 06/30/2022 |
VANGUARD INTERNATIONAL EQUITY INDEX FUNDS
| VWO | Common | 1,303 | 809 | 54,000 | 31,000 | 0.04 | |
Hist
| 06/30/2022 |
JPMORGAN CHASE & CO
| JPM | Common | 1,364 | 421 | 154,000 | 25,000 | 0.10 | 0.00 |
Hist
| 06/30/2022 |
WisdomTree Trust
| DES | SMALLCAP DIVID | 93,511 | 11,401 | 2,639,000 | 22,000 | 1.77 | |
Hist
| 06/30/2022 |
CONSTELLATION BRANDS, INC.
| STZ | CL A | 3,780 | 48 | 881,000 | 21,000 | 0.59 | |
Hist
| 06/30/2022 |
Vanguard Growth ETF
| VUG | ETF | 120 | 75 | 27,000 | 14,000 | 0.02 | |
Hist
| 06/30/2022 |
iSHARES TRUST
| IJR | S&P SMLCAP 600 | 193 | 140 | 18,000 | 12,000 | 0.01 | |
Hist
| 06/30/2022 |
iSHARES TRUST
| IWM | Common | 150 | 80 | 25,000 | 11,000 | 0.02 | |
Hist
| 06/30/2022 |
SPDR SERIES TRUST
| SDY | Common | 136 | 96 | 16,000 | 11,000 | 0.01 | |
Hist
| 06/30/2022 |
AbbVie Inc.
| ABBV | COM | 678 | 100 | 104,000 | 10,000 | 0.07 | 0.00 |
Hist
| 06/30/2022 |
United Airlines Holdings, Inc.
| UAL | COM | 261 | 225 | 9,000 | 7,000 | 0.01 | 0.00 |
Hist
| 06/30/2022 |
iSHARES TRUST
| ICF | Common | 2,528 | 464 | 154,000 | 7,000 | 0.10 | |
Hist
| 06/30/2022 |
Sonos Inc
| SONO | Equities | 700 | 500 | 13,000 | 7,000 | 0.01 | 0.00 |
Hist
| 06/30/2022 |
GOLDMAN SACHS GROUP INC
| GS | Common | 57 | 27 | 17,000 | 7,000 | 0.01 | |
Hist
| 06/30/2022 |
VANGUARD INDEX FUNDS
| VB | ETF | 323 | 77 | 57,000 | 5,000 | 0.04 | |
Hist
| 06/30/2022 |
iSHARES TRUST
| LQD | OPTIONS | 80 | 50 | 9,000 | 5,000 | 0.01 | |
Hist
| 06/30/2022 |
UNITED PARCEL SERVICE INC
| UPS | Common | 276 | 61 | 50,000 | 4,000 | 0.03 | |
Hist
| 06/30/2022 |
INTEL CORP
| INTC | Common | 980 | 300 | 37,000 | 3,000 | 0.02 | 0.00 |
Hist
| 06/30/2022 |
ETF Managers Trust
| MJX | Common | 1,050 | 720 | 6,000 | 3,000 | 0.00 | |
Hist
| 06/30/2022 |
THERMO FISHER SCIENTIFIC INC.
| TMO | Common | 333 | 30 | 181,000 | 2,000 | 0.12 | 0.00 |
Hist
| 06/30/2022 |
FLOWERS FOODS INC
| FLO | Common | 782 | 6 | 21,000 | 1,000 | 0.01 | 0.00 |
Hist
| 06/30/2022 |
BOEING CO
| BA | Common | 25 | 15 | 3,000 | 1,000 | 0.00 | 0.00 |
Hist
| 06/30/2022 |
Blackstone Inc.
| BX | Stock | 380 | 113 | 35,000 | 1,000 | 0.02 | 0.00 |
Hist
| 06/30/2022 |
COCA-COLA EUROPACIFIC PARTNERS plc
| CCE | SHS | 531 | 3 | 27,000 | 1,000 | 0.02 | 0.00 |
Hist
| 06/30/2022 |
VANGUARD INDEX FDS MID CAP
| VO | STOCK | 385 | 71 | 76,000 | 1,000 | 0.05 | |
Hist
| 06/30/2022 |
VANGUARD TAX-MANAGED FUNDS
| VEA | FD | 149 | 26 | 6,000 | 0 | 0.00 | |
Hist
| 06/30/2022 |
SCHWAB STRATEGIC TRUST
| SCHF | Common | 133 | 1 | 4,000 | -1,000 | 0.00 | |
Hist
| 06/30/2022 |
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