HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SCHWAB STRATEGIC TR |
508,191 | +508,191 | $42,160 |
| SCHG | 508,191 | +508,191 | $42,160 |
| SCHWAB STRATEGIC TR |
381,967 | +381,967 | $26,776 |
| SCHV | 381,967 | +381,967 | $26,776 |
| SCHWAB STRATEGIC TR |
384,961 | +384,961 | $21,712 |
| SCHX | 384,961 | +384,961 | $21,712 |
| SCHWAB STRATEGIC TR |
79,138 | +79,138 | $6,025 |
| SCHD | 79,138 | +79,138 | $6,025 |
| APPLE INC |
20,868 | +20,868 | $4,018 |
| AAPL | 20,868 | +20,868 | $4,018 |
| VANGUARD INDEX FDS (VOT) |
15,689 | +15,689 | $3,445 |
| VOT | 15,689 | +15,689 | $3,445 |
| VANGUARD INTL EQUITY INDEX F (VT) |
19,002 | +19,002 | $1,955 |
| VT | 19,002 | +19,002 | $1,955 |
| BOEING CO |
5,349 | +5,349 | $1,394 |
| BA | 5,349 | +5,349 | $1,394 |
| ISHARES TR (IJR) |
10,620 | +10,620 | $1,150 |
| IJR | 10,620 | +10,620 | $1,150 |
| ISHARES TR (AGG) |
10,916 | +10,916 | $1,083 |
| AGG | 10,916 | +10,916 | $1,083 |
| ISHARES TR (IMCG) |
15,997 | +15,997 | $1,031 |
| IMCG | 15,997 | +15,997 | $1,031 |
| INVESCO QQQ TR |
1,780 | +1,780 | $729 |
| QQQ | 1,780 | +1,780 | $729 |
| ISHARES TR (EFG) |
6,436 | +6,436 | $623 |
| EFG | 6,436 | +6,436 | $623 |
| VANGUARD STAR FDS (VXUS) |
9,721 | +9,721 | $563 |
| VXUS | 9,721 | +9,721 | $563 |
| FIDELITY COVINGTON TRUST |
8,080 | +8,080 | $523 |
| FHLC | 8,080 | +8,080 | $523 |
| US BANCORP DEL |
8,574 | +8,574 | $371 |
| USB | 8,574 | +8,574 | $371 |
| MICROSOFT CORP |
906 | +906 | $341 |
| MSFT | 906 | +906 | $341 |
| NVIDIA CORPORATION |
651 | +651 | $323 |
| NVDA | 651 | +651 | $323 |
| SPDR S&P 500 ETF TR (SPY) |
622 | +622 | $296 |
| SPY | 622 | +622 | $296 |
| EXXON MOBIL CORP |
2,766 | +2,766 | $277 |
| XOM | 2,766 | +2,766 | $277 |
| COSTCO WHSL CORP NEW |
368 | +368 | $243 |
| COST | 368 | +368 | $243 |
| ISHARES TR (IWF) |
755 | +755 | $229 |
| IWF | 755 | +755 | $229 |
| STARBUCKS CORP |
2,336 | +2,336 | $224 |
| SBUX | 2,336 | +2,336 | $224 |
| TESLA INC |
892 | +892 | $222 |
| TSLA | 892 | +892 | $222 |
| VANGUARD WORLD FD (MGC) |
1,258 | +1,258 | $213 |
| MGC | 1,258 | +1,258 | $213 |
| VANGUARD WHITEHALL FDS (VYM) |
1,906 | +1,906 | $213 |
| VYM | 1,906 | +1,906 | $213 |
See Full List: All Stocks Held By HRC Wealth Management LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By HRC Wealth Management LLC
|
Size ($ in 1000's)
At 12/31/2023: $116,221 At 09/30/2023: $0 HRC Wealth Management LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from HRC Wealth Management LLC 13F filings. Link to 13F filings: SEC filings |
