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Home > Institutional Investor > Hc Advisors, Llc > 13F Holdings

Instuitional Investor - Hc Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 830,664 $20,874,586 14.67%
2.
Ishares Trust
 IEF 82,494 $16,157,275 11.35%
3.
First Tr Morningstar Div Lea
 298,306 $12,949,463 9.1%
4.
Schwab Strategic Trust
 FNDF 329,906 $11,008,963 7.74%
5.
Schwab Strategic Trust
 FNDF 229,793 $7,332,695 5.15%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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