HC Advisors, LLC
CIK 1803295 · Holdings on Dec 31, 2023 · First reported Jan 25, 2024
Top ten holdings
Q4 2023- VTI20.91%
- SCHR8.54%
- FDL5.96%
- IYW4.95%
- SCHE3.35%
- SCHD3.03%
- SCHG2.83%
- DES2.82%
- IEI2.42%
- IEF2.22%
Share classes counted separately57.03%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | VTIVG MORNINGSTAR TS MKT ETF-USTOTAL STK MKT View history and evidence | $37.34M | 20.91% | 157.39K shares | — | ↗▾ | |
| 02 | SCHRSCHWAB INTERMEDIATE-TERM USINTRM TRM TRES View history and evidence | $15.24M | 8.54% | 306.55K shares | — | ↗▾ | |
| 03 | FDLFIRST TRUST MORN DVD LEAD INSHS View history and evidence | $10.65M | 5.96% | 296.80K shares | — | ↗▾ | |
| 04 | IYWISHARES USTECHNOLOGY ETFU.S. TECH ETF View history and evidence | $8.84M | 4.95% | 72.01K shares | — | ↗▾ | |
| 05 | SCHESCHWAB EMRG MRKTS EQTY ETFEMRG MKTEQ ETF View history and evidence | $5.99M | 3.35% | 241.46K shares | — | ↗▾ | |
| 06 | SCHDSCHWAB US DVD EQUITY ETFUS DIVIDEND EQ View history and evidence | $5.42M | 3.03% | 71.16K shares | — | ↗▾ | |
| 07 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $5.05M | 2.83% | 60.92K shares | — | ↗▾ | |
| 08 | DESWISDOMTREE US SMALLCAP DIVIDUS SMALLCAP DIVD View history and evidence | $5.04M | 2.82% | 156.53K shares | — | ↗▾ | |
| 09 | IEIISHARES 3-7 YEAR TREASURY BO3 7 YR TREAS BD View history and evidence | $4.32M | 2.42% | 36.91K shares | — | ↗▾ | |
| 10 | IEFISHARES 7-10 YEAR TREASURY BBARCLAYS 7 10 YR View history and evidence | $3.96M | 2.22% | 41.07K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SCHP SCHWAB U.S. TIPS ETF | Non-derivative | — | — | SEC filing ↗ | |
| PDX PIMCO DYNAMIC INCOME STRAT | Non-derivative | — | — | SEC filing ↗ | |
| NCLH NORWEGIAN CRUISE LINE HOLDIN | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1803295 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 25, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 178572617
}Research all 87 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.