HC Financial Advisors, Inc.
Q3 2018 13F Holdings
- Locationlafayette, CA
- Num holdings
66
- Value ($000)
$113,072
- Date Filed10/18/2018
- Form type13F-HR
- CIK0001730936
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2018 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
TDTT FLEXSHARES TR | IBOXX 3R TARGT | 33939L506 | $6.91M | 6 % | 288,603 | ||
AAPL APPLE INC | COM | 037833100 | $5.13M | 5 % | 22,733 | ||
TOTL SSGA ACTIVE ETF TR | SPDR TR TACTIC | 78467V848 | $4.19M | 4 % | 88,737 | ||
V VISA INC | COM CL A | 92826C839 | $3.87M | 3 % | 25,764 | ||
HD HOME DEPOT INC | COM | 437076102 | $3.83M | 3 % | 18,485 | ||
DIS DISNEY WALT CO | COM DISNEY | 254687106 | $3.74M | 3 % | 32,000 | ||
PFE PFIZER INC | COM | 717081103 | $3.28M | 3 % | 74,520 | ||
NTRS NORTHERN TR CORP | COM | 665859104 | $3.19M | 3 % | 31,287 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $3.07M | 3 % | 26,827 | ||
AUDP AUTOMATIC DATA PROCESSING IN | COM | 053015103 | $2.96M | 3 % | 19,655 |
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