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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 $168,450,926
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 2,158,369 $60,153,750 35.7%
2.
Schwab Strategic Trust
 FNDF 1,187,620 $30,961,244 18.37%
3.
Schwab Strategic Trust
 FNDF 1,160,571 $26,902,028 15.97%
4.
Schwab Strategic Trust
 FNDF 257,981 $7,048,046 4.18%
5.
Spdr Series Trust
 70,129 $6,336,172 3.76%
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)