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HBC Financial Services, PLLC

Q4 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    202

  • Value ($000)

    $163

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001802872
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
IWB

iShares Russell 1000 ETF

EXCHANGE-TRADED FUND
464287622
$49.21K
30 %

152,745

I
IJH

iShares Core S&P Mid-Cap ETF

EXCHANGE-TRADED FUND
464287507
$47.62K
29 %

764,313

M
MUB

iShares National Muni Bond ETF

EXCHANGE-TRADED FUND
464288414
$15.26K
9 %

143,173

A
AGG

iShares Core US Aggregate Bond ETF

EXCHANGE-TRADED FUND
464287226
$12.97K
8 %

133,863

M
MSFT

Microsoft Corp

STOCK
594918104
$6.76K
4 %

16,041

S
SBUX

Starbucks Corp

STOCK
855244109
$3.93K
2 %

43,020

V
VB

Vanguard Small-Cap ETF

EXCHANGE-TRADED FUND
922908751
$3.49K
2 %

14,544

A
AAPL

Apple Inc

STOCK
037833100
$2.61K
2 %

10,413

V
VTI

Vanguard Total Stock Market ETF

EXCHANGE-TRADED FUND
922908769
$2.41K
2 %

8,309

V
VIG

Vanguard Dividend Appreciation ETF

EXCHANGE-TRADED FUND
921908844
$1.91K
1 %

9,764

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