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Home > Institutional Investor > Hhm Wealth Advisors, Llc > Profile

Instuitional Investor - Hhm Wealth Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Hhm Wealth Advisors, Llc
Portfolio Value $20,481,528
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 4,872,578 $133,118,825 18.1%
2.
Schwab Strategic Trust
 FNDF 3,432,708 $95,669,570 13%
3.
Schwab Strategic Trust
 FNDF 4,021,769 $91,294,159 12.41%
4.
Spdr Ser Tr
 1,111,856 $32,254,952 4.38%
5.
Spdr Series Trust
 581,893 $31,823,713 4.32%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)