HC Advisors, LLC
61 holdingsFiling period: 2026-03-31Current AUM: $162.6Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHR | SCHWAB STRATEGIC TR | 899.5K | $22.4M | $22.0M | 13.50% | +41.8K | 2026-03-31 |
| 2 | IYW | ISHARES TR | 89.0K | $16.2M | $21.2M | 13.03% | +6.0K | 2026-03-31 |
| 3 | FDL | FIRST TR MORNINGSTAR DIV LEA | 292.7K | $14.9M | $15.1M | 9.27% | -8,405 | 2026-03-31 |
| 4 | SCHE | SCHWAB STRATEGIC TR | 313.9K | $10.3M | $11.3M | 6.95% | -9,803 | 2026-03-31 |
| 5 | SCHG | SCHWAB STRATEGIC TR | 287.1K | $8.4M | $9.8M | 6.03% | +33.3K | 2026-03-31 |
| 6 | DES | WISDOMTREE TR | 206.5K | $7.4M | $8.4M | 5.16% | +1.6K | 2026-03-31 |
| 7 | SCHD | SCHWAB STRATEGIC TR | 189.5K | $5.8M | $6.3M | 3.90% | +10.7K | 2026-03-31 |
| 8 | VDC | Vanguard Consumer Staples | 23.7K | $5.3M | $5.5M | 3.35% | +3.4K | 2026-03-31 |
| 9 | SCHZ | Schwab US Agg Bond ETF | 227.6K | $5.3M | $5.2M | 3.19% | +32.0K | 2026-03-31 |
| 10 | IYH | ISHARES TR | 72.3K | $4.5M | $4.9M | 3.04% | -1,215 | 2026-03-31 |
| 11 | IYF | ISHARES TR | 36.5K | $4.3M | $4.9M | 3.03% | +494 | 2026-03-31 |
| 12 | GRND | GRINDR INC | 315.3K | $3.8M | $5.5M | 3.36% | +39.8K | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 11.4K | $3.7M | $4.2M | 2.59% | +10 | 2026-03-31 |
| 14 | SCHM | SCHWAB STRATEGIC TR | 106.3K | $3.3M | $3.7M | 2.27% | -831 | 2026-03-31 |
| 15 | SGDM | SPROTT ETF TRUST | 41.6K | $3.1M | $2.6M | 1.58% | +603 | 2026-03-31 |
| 16 | IXP | ISHARES TR | 27.0K | $3.1M | $3.1M | 1.91% | +1.3K | 2026-03-31 |
| 17 | PSLV | SPROTT PHYSICAL SILVER TR | 126.2K | $3.1M | $2.4M | 1.46% | -18,693 | 2026-03-31 |
| 18 | PHYS | SPROTT PHYSICAL GOLD TRUST | 75.5K | $2.7M | $2.3M | 1.42% | +4.0K | 2026-03-31 |
| 19 | AMLP | ALPS ETF TR | 40.7K | $2.1M | $2.3M | 1.38% | +339 | 2026-03-31 |
| 20 | SCHF | Schwab Int'l Equity ETF | 77.8K | $1.9M | $2.1M | 1.31% | -1,631 | 2026-03-31 |
| 21 | SCHA | SCHWAB STRATEGIC TR | 48.9K | $1.4M | $1.6M | 1.01% | +1.9K | 2026-03-31 |
| 22 | AAPL | APPLE INC | 5.6K | $1.4M | $1.7M | 1.06% | +4 | 2026-03-31 |
| 23 | NVDA | NVIDIA CORPORATION | 6.0K | $1.1M | $1.2M | 0.74% | -1,058 | 2026-03-31 |
| 24 | RTX | RTX CORPORATION | 4.6K | $891K | $994K | 0.61% | -285 | 2026-03-31 |
| 25 | SPPP | SPROTT PHYSICAL PLAT PALLAD | 53.5K | $831K | $718K | 0.44% | +8.2K | 2026-03-31 |
← Scroll →
Page 1 of 3