HRC WEALTH MANAGEMENT, LLC
60 holdingsFiling period: 2026-03-31Current AUM: $242.8Mestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SCHG | SCHWAB STRATEGIC TR | 2.25M | $65.5M | $76.9M | 31.66% | +1.3K | 2026-03-31 |
| 2 | SCHV | SCHWAB STRATEGIC TR | 1.31M | $39.9M | $44.6M | 18.36% | +21.4K | 2026-03-31 |
| 3 | SCHX | SCHWAB STRATEGIC TR | 1.26M | $32.2M | $37.0M | 15.24% | +4.6K | 2026-03-31 |
| 4 | VOT | VANGUARD INDEX FDS | 63.9K | $16.4M | $18.9M | 7.77% | +30.9K | 2026-03-31 |
| 5 | SCHD | SCHWAB STRATEGIC TR | 272.4K | $8.4M | $9.1M | 3.76% | +19.2K | 2026-03-31 |
| 6 | SLYG | SPDR SERIES TRUST | 76.1K | $7.4M | $8.8M | 3.61% | +1.7K | 2026-03-31 |
| 7 | AAPL | APPLE INC | 23.7K | $6.0M | $7.3M | 3.02% | +23 | 2026-03-31 |
| 8 | VT | VANGUARD INTL EQUITY INDEX F | 16.4K | $2.3M | $2.6M | 1.06% | +140 | 2026-03-31 |
| 9 | NVDA | NVIDIA CORPORATION | 11.7K | $2.0M | $2.4M | 0.97% | +372 | 2026-03-31 |
| 10 | QQQ | INVESCO QQQ TR | 3.0K | $1.7M | $2.0M | 0.84% | +231 | 2026-03-31 |
| 11 | BRK-A | BERKSHIRE HATHAWAY INC DEL | 2 | $1.4M | $1.4M | 0.59% | -- | 2026-03-31 |
| 12 | IJR | ISHARES TR | 10.8K | $1.3M | $1.6M | 0.65% | +623 | 2026-03-31 |
| 13 | VTI | VANGUARD INDEX FDS | 3.7K | $1.2M | $1.4M | 0.56% | +1.8K | 2026-03-31 |
| 14 | BA | BOEING CO | 5.6K | $1.1M | $1.2M | 0.50% | -- | 2026-03-31 |
| 15 | VXUS | VANGUARD STAR FDS | 14.0K | $1.1M | $1.2M | 0.49% | -392 | 2026-03-31 |
| 16 | AGG | ISHARES TR | 10.4K | $1.0M | $1.0M | 0.42% | +1.7K | 2026-03-31 |
| 17 | IEFA | ISHARES TR | 10.3K | $929K | $1.0M | 0.42% | +5.0K | 2026-03-31 |
| 18 | GOOG | ALPHABET INC | 3.2K | $929K | $1.2M | 0.48% | +10 | 2026-03-31 |
| 19 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 1.9K | $907K | $907K | 0.37% | +869 | 2026-03-31 |
| 20 | IMCG | ISHARES TR | 11.4K | $899K | $1.1M | 0.45% | -226 | 2026-03-31 |
| 21 | FNDX | SCHWAB STRATEGIC TR | 32.1K | $894K | $1.0M | 0.42% | +179 | 2026-03-31 |
| 22 | VGT | VANGUARD WORLD FD | 1.3K | $872K | $1.1M | 0.47% | +70 | 2026-03-31 |
| 23 | MSFT | MICROSOFT CORP | 2.3K | $854K | $1.1M | 0.44% | -13 | 2026-03-31 |
| 24 | XLK | SELECT SECTOR SPDR TR | 6.3K | $837K | $1.1M | 0.45% | +438 | 2026-03-31 |
| 25 | IVV | ISHARES TR | 1.3K | $833K | $957K | 0.39% | +45 | 2026-03-31 |
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