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Home > Institutional Investor > Hc Advisors, Llc > Profile

Instuitional Investor - Hc Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hc Advisors, Llc
Portfolio Value $164,728,215
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 899,393 $22,179,031 13.46%
2.
Ishares Trust
 IEF 87,053 $21,957,378 13.33%
3.
First Tr Morningstar Div Lea
 301,517 $14,671,817 8.91%
4.
Schwab Strategic Trust
 SCHD 328,318 $11,904,811 7.23%
5.
Schwab Strategic Trust
 SCHD 299,455 $10,133,557 6.15%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.