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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 $116,218,387
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 508,191 $42,159,552 36.27%
2.
Schwab Strategic Trust
 FNDF 381,967 $26,775,903 23.03%
3.
Schwab Strategic Trust
 FNDF 384,961 $21,711,772 18.68%
4.
Schwab Strategic Trust
 FNDF 79,138 $6,024,764 5.18%
5.
Apple Inc.
 AAPL 20,868 $4,017,659 3.45%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)