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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
 SCHD 899,471 $22,405,823 15%
2.
Ishares Trust
 IEF 89,028 $16,151,460 10.81%
3.
First Tr Morningstar Div Lea
 292,704 $14,869,363 9.95%
4.
Schwab Strategic Trust
 SCHD 313,928 $10,343,928 6.92%
5.
Schwab Strategic Trust
 SCHD 287,141 $8,364,417 5.6%
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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