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Home > Institutional Investor > Hrc Wealth Management, Llc > Profile

Instuitional Investor - Hrc Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Hrc Wealth Management, Llc
Portfolio Value $187,597,388
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,267,730 $66,240,385 35.31%
2.
Schwab Strategic Trust
 FNDF 1,276,023 $35,307,569 18.82%
3.
Schwab Strategic Trust
 FNDF 1,248,091 $30,503,337 16.26%
4.
Vanguard Index Fds
 31,128 $8,852,422 4.72%
5.
Schwab Strategic Trust
 FNDF 248,723 $6,591,149 3.51%
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%
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Returns since its inception in May 2014 (through August 15th, 2025)