Instuitional Investor - Hcr Wealth Advisors

Fund Profile
Filing Period:
Fund Name: Hcr Wealth Advisors
Portfolio Value $633,080,537
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1. AAPL 544,199 $104,774,682 16.54%
2.
Vanguard Whitehall Funds
556,799 $62,155,571 9.81%
3.
Vanguard Growth Index Fund Etf
195,441 $60,758,862 9.59%
4. IEF 376,805 $40,789,176 6.44%
5. MSFT 57,834 $21,747,976 3.43%