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Home > Institutional Investor > Hrc Wealth Management, Llc > 13F Holdings

Instuitional Investor - Hrc Wealth Management, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,269,773 $72,428,444 35.32%
2.
Schwab Strategic Trust
 FNDF 1,290,322 $37,561,283 18.32%
3.
Schwab Strategic Trust
 FNDF 1,257,438 $33,120,921 16.15%
4.
Vanguard Index Fds
 32,906 $9,667,514 4.71%
5.
Spdr Series Trust
 73,561 $6,937,565 3.38%
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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