HC ADVISORS, LLC Holdings

HC ADVISORS, LLC is an investment fund managing more than 145.24M US dollars. The largest holdings include Vanguard Total Stock Market Index Fund, Schwab Intermediate-Term U.S. Treasury ETF and Schwab U.S. TIPS ETF. In Q3 2022 the fund bought assets of total value of 10.95M US dollars and sold assets of total value of 6.19M US dollars.

$145.24M

portfolio value

-11.09%

quarter

-39.31%

1 year

HC ADVISORS, LLC portfolio changes

Portfolio changes (number of shares)
Period	Buy	Sel
Q1 2020	20093000	94277000
Q2 2020	117353000	19361000
Q3 2020	15753000	12992000
Q4 2020	22020000	1239000
Q1 2021	13591000	5639000
Q2 2021	9285000	2053000
Q3 2021	1765000	11910000
Q4 2021	8518000	1578000
Q1 2022	11270000	15042000
Q2 2022	-970000	14392000
Q3 2022	10947000	6185000

HC ADVISORS, LLC 13F holdings

Stock	Position type	Portfolio share	Portfolio value	Avg. open price	Current price	P/L	Last change
Closed-End Fund - Equity Vanguard Total Stock Market Index Fund Portfolio share: 15.45% Portfolio value: 22.44M Avg. open price: $225.33 Current price: $199.98 P/L: -11.25% Sold -0.26% shares Q3 2022	share	15.45%	22.44M	$225.33	$199.98	-11.25%	Sold -0.26% shares Q3 2022
Schwab Intermediate-Term U.S. Treasury ETF Portfolio share: 8.14% Portfolio value: 11.82M Avg. open price: $56.35 Current price: $49.76 P/L: -11.70% Bought +7.93% shares Q3 2022	share	8.14%	11.82M	$56.35	$49.76	-11.70%	Bought +7.93% shares Q3 2022
Schwab U.S. TIPS ETF Portfolio share: 6.21% Portfolio value: 9.02M Avg. open price: $61.13 Current price: $53.29 P/L: -12.83% Bought +8.98% shares Q3 2022	share	6.21%	9.02M	$61.13	$53.29	-12.83%	Bought +8.98% shares Q3 2022
First Trust Morningstar Dividend Leaders Index Fund Portfolio share: 6.15% Portfolio value: 8.92M Avg. open price: $26.77 Current price: $37.22 P/L: +39.02% Sold -2.07% shares Q3 2022	share	6.15%	8.92M	$26.77	$37.22	+39.02%	Sold -2.07% shares Q3 2022
Schwab Emerging Markets Equity ETF Portfolio share: 3.78% Portfolio value: 5.48M Avg. open price: $27.02 Current price: $24.66 P/L: -8.73% Bought +10.26% shares Q3 2022	share	3.78%	5.48M	$27.02	$24.66	-8.73%	Bought +10.26% shares Q3 2022
iShares U.S. Financials ETF Portfolio share: 3.74% Portfolio value: 5.42M Avg. open price: $71.85 Current price: $77.35 P/L: +7.66% Bought +34.27% shares Q3 2022	share	3.74%	5.42M	$71.85	$77.35	+7.66%	Bought +34.27% shares Q3 2022
Schwab U.S. Dividend Equity ETF Portfolio share: 3.27% Portfolio value: 4.74M Avg. open price: $52.25 Current price: $77.65 P/L: +48.60% Bought +13.05% shares Q3 2022	share	3.27%	4.74M	$52.25	$77.65	+48.60%	Bought +13.05% shares Q3 2022
iShares U.S. Technology ETF Portfolio share: 2.95% Portfolio value: 4.28M Avg. open price: $92.7 Current price: $79.64 P/L: -14.09% Bought +5.70% shares Q3 2022	share	2.95%	4.28M	$92.7	$79.64	-14.09%	Bought +5.70% shares Q3 2022
iShares 7-10 Year Treasury Bond ETF Portfolio share: 2.87% Portfolio value: 4.16M Avg. open price: $114.89 Current price: $97.68 P/L: -14.98% Sold -5.68% shares Q3 2022	share	2.87%	4.16M	$114.89	$97.68	-14.98%	Sold -5.68% shares Q3 2022
WisdomTree U.S. SmallCap Dividend Fund Portfolio share: 2.55% Portfolio value: 3.7M Avg. open price: $23.52 Current price: $29.78 P/L: +26.62% Sold -1.91% shares Q3 2022	share	2.55%	3.7M	$23.52	$29.78	+26.62%	Sold -1.91% shares Q3 2022
Schwab U.S. Large-Cap Growth ETF Portfolio share: 2.45% Portfolio value: 3.56M Avg. open price: $106.03 Current price: $59.34 P/L: -44.04% Bought +2.71% shares Q3 2022	share	2.45%	3.56M	$106.03	$59.34	-44.04%	Bought +2.71% shares Q3 2022
Biotechnology CRISPR Therapeutics AG Portfolio share: 2.43% Portfolio value: 3.52M Avg. open price: $65.81 Current price: $52.11 P/L: -20.82% Bought +625.83% shares Q3 2022	share	2.43%	3.52M	$65.81	$52.11	-20.82%	Bought +625.83% shares Q3 2022
VANGUARD WORLD FDS Portfolio share: 2.30% Portfolio value: 3.33M Avg. open price: $100.57 Current price: $122.19 P/L: +21.50% Bought +59.56% shares Q3 2022	share	2.30%	3.33M	$100.57	$122.19	+21.50%	Bought +59.56% shares Q3 2022
iShares U.S. Healthcare ETF Portfolio share: 2.18% Portfolio value: 3.16M Avg. open price: $263.81 Current price: $288.21 P/L: +9.25% Bought +12.84% shares Q3 2022	share	2.18%	3.16M	$263.81	$288.21	+9.25%	Bought +12.84% shares Q3 2022
Biotechnology Apellis Pharmaceuticals, Inc. Portfolio share: 1.95% Portfolio value: 2.82M Avg. open price: $45.27 Current price: $49.41 P/L: +9.14% Bought +476.19% shares Q3 2022	share	1.95%	2.82M	$45.27	$49.41	+9.14%	Bought +476.19% shares Q3 2022
Schwab U.S. Mid-Cap ETF Portfolio share: 1.39% Portfolio value: 2.01M Avg. open price: $72.46 Current price: $68.2 P/L: -5.88% Bought +1.63% shares Q3 2022	share	1.39%	2.01M	$72.46	$68.2	-5.88%	Bought +1.63% shares Q3 2022
Vanguard Russell 1000 Value Index Fund Portfolio share: 1.33% Portfolio value: 1.93M Avg. open price: $59.64 Current price: $68.39 P/L: +14.67% Sold -11.61% shares Q3 2022	share	1.33%	1.93M	$59.64	$68.39	+14.67%	Sold -11.61% shares Q3 2022
Consumer Electronics Apple Inc. Portfolio share: 1.31% Portfolio value: 1.90M Avg. open price: $170.53 Current price: $146.61 P/L: -14.02% Sold -37.28% shares Q3 2022	share	1.31%	1.90M	$170.53	$146.61	-14.02%	Sold -37.28% shares Q3 2022
Schwab U.S. Small-Cap ETF Portfolio share: 1.26% Portfolio value: 1.82M Avg. open price: $79.48 Current price: $42.34 P/L: -46.73% Bought +2.26% shares Q3 2022	share	1.26%	1.82M	$79.48	$42.34	-46.73%	Bought +2.26% shares Q3 2022
Vanguard Consumer Staples Fund Portfolio share: 1.25% Portfolio value: 1.81M Avg. open price: $168.79 Current price: $197.02 P/L: +16.73% Sold -3.57% shares Q3 2022	share	1.25%	1.81M	$168.79	$197.02	+16.73%	Sold -3.57% shares Q3 2022
Schwab U.S. Aggregate Bond ETF Portfolio share: 1.23% Portfolio value: 1.79M Avg. open price: $54.32 Current price: $46.39 P/L: -14.59% Sold -6.54% shares Q3 2022	share	1.23%	1.79M	$54.32	$46.39	-14.59%	Sold -6.54% shares Q3 2022
Vanguard Short-Term Treasury Index Fund Portfolio share: 1.20% Portfolio value: 1.74M Avg. open price: $58.86 Current price: $57.81 P/L: -1.78% Bought +14.43% shares Q3 2022	share	1.20%	1.74M	$58.86	$57.81	-1.78%	Bought +14.43% shares Q3 2022
Banks—Diversified Bank of America Corporation Portfolio share: 1.10% Portfolio value: 1.59M Avg. open price: $33.01 Current price: $34.47 P/L: +4.41% Bought +18.58% shares Q2 2022	share	1.10%	1.59M	$33.01	$34.47	+4.41%	Bought +18.58% shares Q2 2022
iShares Global Comm Services ETF Portfolio share: 1.07% Portfolio value: 1.54M Avg. open price: $67.52 Current price: $56.82 P/L: -15.85% Bought +1.88% shares Q3 2022	share	1.07%	1.54M	$67.52	$56.82	-15.85%	Bought +1.88% shares Q3 2022
Drug Manufacturers—General Eli Lilly and Company Portfolio share: 1.00% Portfolio value: 1.45M Avg. open price: $228.04 Current price: $369.29 P/L: +61.94% Sold -7.46% shares Q2 2022	share	1.00%	1.45M	$228.04	$369.29	+61.94%	Sold -7.46% shares Q2 2022
Vanguard Russell 3000 Index Fund Portfolio share: 1.00% Portfolio value: 1.44M Avg. open price: $189.12 Current price: $179.5 P/L: -5.09% Bought +57.46% shares Q3 2022	share	1.00%	1.44M	$189.12	$179.5	-5.09%	Bought +57.46% shares Q3 2022
Vanguard FTSE All-World ex-US Index Fund Portfolio share: 0.96% Portfolio value: 1.38M Avg. open price: $56.91 Current price: $51.48 P/L: -9.55% Bought +2.63% shares Q3 2022	share	0.96%	1.38M	$56.91	$51.48	-9.55%	Bought +2.63% shares Q3 2022
Vanguard Russell 1000 Growth Index Fund Portfolio share: 0.90% Portfolio value: 1.3M Avg. open price: N/A Current price: $58.62 P/L: N/A Sold -0.05% shares Q4 2021	share	0.90%	1.3M	N/A	$58.62	N/A	Sold -0.05% shares Q4 2021
Asset Management Sprott Physical Gold Trust Portfolio share: 0.89% Portfolio value: 1.29M Avg. open price: $14.19 Current price: $13.58 P/L: -4.30% Bought +0.30% shares Q3 2022	share	0.89%	1.29M	$14.19	$13.58	-4.30%	Bought +0.30% shares Q3 2022
SPDR S&P 500 ETF Trust Portfolio share: 0.84% Portfolio value: 1.22M Avg. open price: $391.56 Current price: $400.01 P/L: +2.16% Bought +0.09% shares Q3 2022	share	0.84%	1.22M	$391.56	$400.01	+2.16%	Bought +0.09% shares Q3 2022
iShares Core U.S. Aggregate Bond ETF Portfolio share: 0.84% Portfolio value: 1.22M Avg. open price: $101.68 Current price: $98.54 P/L: -3.09% Bought +1.55% shares Q3 2022	share	0.84%	1.22M	$101.68	$98.54	-3.09%	Bought +1.55% shares Q3 2022
Schwab International Equity ETF Portfolio share: 0.83% Portfolio value: 1.20M Avg. open price: $35.18 Current price: $33.33 P/L: -5.26% Bought +5.29% shares Q3 2022	share	0.83%	1.20M	$35.18	$33.33	-5.26%	Bought +5.29% shares Q3 2022
Asset Management Sprott Physical Silver Trust Portfolio share: 0.76% Portfolio value: 1.10M Avg. open price: $7.82 Current price: $7.53 P/L: -3.73% Bought +1.03% shares Q3 2022	share	0.76%	1.10M	$7.82	$7.53	-3.73%	Bought +1.03% shares Q3 2022
Electrical Equipment & Parts Plug Power Inc. Portfolio share: 0.72% Portfolio value: 1.05M Avg. open price: N/A Current price: $14.96 P/L: N/A N/A Q2 2022	share	0.72%	1.05M	N/A	$14.96	N/A	N/A Q2 2022
Vanguard Small Cap Value Index Fund Portfolio share: 0.71% Portfolio value: 1.03M Avg. open price: $171.22 Current price: $164.85 P/L: -3.72% Bought +3.73% shares Q3 2022	share	0.71%	1.03M	$171.22	$164.85	-3.72%	Bought +3.73% shares Q3 2022
Vanguard Developed Markets Index Fund Portfolio share: 0.61% Portfolio value: 888K Avg. open price: $49.25 Current price: $43.08 P/L: -12.53% Bought +2.86% shares Q3 2022	share	0.61%	888K	$49.25	$43.08	-12.53%	Bought +2.86% shares Q3 2022
iShares Russell 3000 ETF Portfolio share: 0.61% Portfolio value: 884K Avg. open price: N/A Current price: $230.61 P/L: N/A N/A Q2 2020	share	0.61%	884K	N/A	$230.61	N/A	N/A Q2 2020
Software—Application Zeta Global Holdings Corp. Portfolio share: 0.60% Portfolio value: 878K Avg. open price: N/A Current price: $8.22 P/L: N/A N/A Q3 2022	share	0.60%	878K	N/A	$8.22	N/A	N/A Q3 2022
Health Information Services HealthEquity, Inc. Portfolio share: 0.56% Portfolio value: 812K Avg. open price: N/A Current price: $67.73 P/L: N/A Sold -1.63% shares Q2 2022	share	0.56%	812K	N/A	$67.73	N/A	Sold -1.63% shares Q2 2022
N/A PIMCO Energy and Tactical Credit Opportunities Fund Portfolio share: 0.54% Portfolio value: 783K Avg. open price: $7.42 Current price: $15.83 P/L: +113.32% Bought +0.95% shares Q3 2022	share	0.54%	783K	$7.42	$15.83	+113.32%	Bought +0.95% shares Q3 2022
Home Improvement Retail The Home Depot, Inc. Portfolio share: 0.54% Portfolio value: 781K Avg. open price: $286.7 Current price: $320.08 P/L: +11.64% Sold -1.33% shares Q2 2022	share	0.54%	781K	$286.7	$320.08	+11.64%	Sold -1.33% shares Q2 2022
Vanguard Intermediate-Term Corporate Bond Index Fund Portfolio share: 0.46% Portfolio value: 668K Avg. open price: $80.02 Current price: $78.74 P/L: -1.60% Bought +78.42% shares Q3 2022	share	0.46%	668K	$80.02	$78.74	-1.60%	Bought +78.42% shares Q3 2022
Vanguard 500 Index Fund Portfolio share: 0.45% Portfolio value: 653K Avg. open price: $362.53 Current price: $367.34 P/L: +1.33% Sold -0.10% shares Q2 2022	share	0.45%	653K	$362.53	$367.34	+1.33%	Sold -0.10% shares Q2 2022
Software—Infrastructure Microsoft Corporation Portfolio share: 0.42% Portfolio value: 617K Avg. open price: $166.03 Current price: $250.2 P/L: +50.70% Bought +31.81% shares Q2 2022	share	0.42%	617K	$166.03	$250.2	+50.70%	Bought +31.81% shares Q2 2022
Shell Companies Tiga Acquisition Corp. Portfolio share: 0.40% Portfolio value: 583K Avg. open price: $10.14 Current price: $11.63 P/L: +14.73% Bought +21.92% shares Q2 2022	share	0.40%	583K	$10.14	$11.63	+14.73%	Bought +21.92% shares Q2 2022
Internet Retail Amazon.com, Inc. Portfolio share: 0.37% Portfolio value: 542K Avg. open price: $3,215.91 Current price: $91.02 P/L: -97.17% Sold -13.98% shares Q4 2021	share	0.37%	542K	$3,215.91	$91.02	-97.17%	Sold -13.98% shares Q4 2021
Vanguard Russell 2000 Growth Index Fund Portfolio share: 0.36% Portfolio value: 526K Avg. open price: $186 Current price: $163.55 P/L: -12.07% Sold -2.37% shares Q3 2022	share	0.36%	526K	$186	$163.55	-12.07%	Sold -2.37% shares Q3 2022
Oil & Gas Integrated Chevron Corporation Portfolio share: 0.34% Portfolio value: 501K Avg. open price: $157.82 Current price: $176.56 P/L: +11.88% Bought +4.03% shares Q3 2022	share	0.34%	501K	$157.82	$176.56	+11.88%	Bought +4.03% shares Q3 2022
Sprott Gold Miners ETF Portfolio share: 0.34% Portfolio value: 487K Avg. open price: $25.38 Current price: $24.63 P/L: -2.94% Bought +67.24% shares Q3 2022	share	0.34%	487K	$25.38	$24.63	-2.94%	Bought +67.24% shares Q3 2022
Beverages—Non-Alcoholic The Coca-Cola Company Portfolio share: 0.33% Portfolio value: 480K Avg. open price: $48.68 Current price: $63.47 P/L: +30.38% Sold -14.76% shares Q3 2022	share	0.33%	480K	$48.68	$63.47	+30.38%	Sold -14.76% shares Q3 2022
iShares Russell 1000 Growth ETF Portfolio share: 0.32% Portfolio value: 465K Avg. open price: N/A Current price: $228.12 P/L: N/A Sold -2.69% shares Q3 2020	share	0.32%	465K	N/A	$228.12	N/A	Sold -2.69% shares Q3 2020
Vanguard Value Index Fund Portfolio share: 0.31% Portfolio value: 446K Avg. open price: N/A Current price: $143.56 P/L: N/A N/A Q3 2022	share	0.31%	446K	N/A	$143.56	N/A	N/A Q3 2022
Vanguard Russell 2000 Value Index Fund Portfolio share: 0.29% Portfolio value: 425K Avg. open price: $140.54 Current price: $127.79 P/L: -9.07% Bought +1.21% shares Q3 2022	share	0.29%	425K	$140.54	$127.79	-9.07%	Bought +1.21% shares Q3 2022
Silver Pan American Silver Corp. Portfolio share: 0.26% Portfolio value: 371K Avg. open price: $25.55 Current price: $16.59 P/L: -35.06% Bought +0.43% shares Q3 2022	share	0.26%	371K	$25.55	$16.59	-35.06%	Bought +0.43% shares Q3 2022
Vanguard High Dividend Yield Index Fund Portfolio share: 0.25% Portfolio value: 362K Avg. open price: $109.7 Current price: $111.02 P/L: +1.20% Bought +11.51% shares Q3 2022	share	0.25%	362K	$109.7	$111.02	+1.20%	Bought +11.51% shares Q3 2022
Drug Manufacturers—General Bristol-Myers Squibb Company Portfolio share: 0.24% Portfolio value: 343K Avg. open price: N/A Current price: $80.7 P/L: N/A Sold -1.13% shares Q3 2022	share	0.24%	343K	N/A	$80.7	N/A	Sold -1.13% shares Q3 2022
Biotechnology Celldex Therapeutics, Inc. Portfolio share: 0.23% Portfolio value: 341K Avg. open price: $31.85 Current price: $36.66 P/L: +15.11% Bought +59.15% shares Q3 2022	share	0.23%	341K	$31.85	$36.66	+15.11%	Bought +59.15% shares Q3 2022
Banks—Diversified JPMorgan Chase & Co. Portfolio share: 0.23% Portfolio value: 336K Avg. open price: $124.29 Current price: $131.37 P/L: +5.69% Bought +0.44% shares Q3 2022	share	0.23%	336K	$124.29	$131.37	+5.69%	Bought +0.44% shares Q3 2022
Invesco S&P 500 Equal Weight ETF Portfolio share: 0.23% Portfolio value: 335K Avg. open price: $153.82 Current price: $146.06 P/L: -5.05% Bought +12.24% shares Q3 2022	share	0.23%	335K	$153.82	$146.06	-5.05%	Bought +12.24% shares Q3 2022
Vanguard Small Cap Growth Index Fund Portfolio share: 0.23% Portfolio value: 332K Avg. open price: $197.03 Current price: $210.44 P/L: +6.81% Bought +0.18% shares Q3 2022	share	0.23%	332K	$197.03	$210.44	+6.81%	Bought +0.18% shares Q3 2022
Insurance Brokers Aon plc Portfolio share: 0.22% Portfolio value: 319K Avg. open price: N/A Current price: $308.89 P/L: N/A N/A Q2 2020	share	0.22%	319K	N/A	$308.89	N/A	N/A Q2 2020
Healthcare Plans UnitedHealth Group Incorporated Portfolio share: 0.21% Portfolio value: 301K Avg. open price: $513.63 Current price: $535.04 P/L: +4.17% Bought +32.74% shares Q3 2022	share	0.21%	301K	$513.63	$535.04	+4.17%	Bought +32.74% shares Q3 2022
Schwab Short-Term U.S. Treasury ETF Portfolio share: 0.21% Portfolio value: 299K Avg. open price: $50.85 Current price: $48.26 P/L: -5.09% Sold -61.66% shares Q3 2022	share	0.21%	299K	$50.85	$48.26	-5.09%	Sold -61.66% shares Q3 2022
Credit Services American Express Company Portfolio share: 0.20% Portfolio value: 285K Avg. open price: $137.95 Current price: $156.08 P/L: +13.14% Bought +0.05% shares Q3 2022	share	0.20%	285K	$137.95	$156.08	+13.14%	Bought +0.05% shares Q3 2022
SPDR S&P Dividend ETF Portfolio share: 0.19% Portfolio value: 281K Avg. open price: $118.69 Current price: $129.22 P/L: +8.87% Bought +0.64% shares Q3 2022	share	0.19%	281K	$118.69	$129.22	+8.87%	Bought +0.64% shares Q3 2022
Biotechnology Ascendis Pharma A/S Portfolio share: 0.18% Portfolio value: 266K Avg. open price: $155.97 Current price: $119.41 P/L: -23.44% Sold -2.68% shares Q3 2022	share	0.18%	266K	$155.97	$119.41	-23.44%	Sold -2.68% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.18% Portfolio value: 256K Avg. open price: $1,460.27 Current price: $99.87 P/L: -93.16% Sold -6.99% shares Q1 2022	share	0.18%	256K	$1,460.27	$99.87	-93.16%	Sold -6.99% shares Q1 2022
Asset Management Sprott Physical Platinum and Palladium Trust Portfolio share: 0.17% Portfolio value: 250K Avg. open price: $14.38 Current price: $13.71 P/L: -4.68% Bought +6.07% shares Q2 2022	share	0.17%	250K	$14.38	$13.71	-4.68%	Bought +6.07% shares Q2 2022
Drug Manufacturers—General Johnson & Johnson Portfolio share: 0.17% Portfolio value: 243K Avg. open price: $135.42 Current price: $178.78 P/L: +32.02% Sold -2.23% shares Q1 2022	share	0.17%	243K	$135.42	$178.78	+32.02%	Sold -2.23% shares Q1 2022
Waste Management Waste Management, Inc. Portfolio share: 0.17% Portfolio value: 240K Avg. open price: N/A Current price: $167.79 P/L: N/A N/A Q3 2021	share	0.17%	240K	N/A	$167.79	N/A	N/A Q3 2021
TIGA ACQUISITION CORP Portfolio share: 0.16% Portfolio value: 230K Avg. open price: N/A Current price: N/A P/L: N/A Bought +16.29% shares Q1 2021	share	0.16%	230K	N/A	N/A	N/A	Bought +16.29% shares Q1 2021
Biotechnology Sarepta Therapeutics, Inc. Portfolio share: 0.16% Portfolio value: 226K Avg. open price: $148.15 Current price: $122.96 P/L: -17.00% N/A Q3 2022	share	0.16%	226K	$148.15	$122.96	-17.00%	N/A Q3 2022
Airlines Delta Air Lines, Inc. Portfolio share: 0.15% Portfolio value: 225K Avg. open price: $37.98 Current price: $35.79 P/L: -5.76% Sold -8.90% shares Q4 2021	share	0.15%	225K	$37.98	$35.79	-5.76%	Sold -8.90% shares Q4 2021
Banks—Regional Truist Financial Corporation Portfolio share: 0.15% Portfolio value: 225K Avg. open price: $54.56 Current price: $42.59 P/L: -21.94% Bought +0.06% shares Q3 2022	share	0.15%	225K	$54.56	$42.59	-21.94%	Bought +0.06% shares Q3 2022
Vanguard Dividend Appreciation Index Fund Portfolio share: 0.14% Portfolio value: 203K Avg. open price: N/A Current price: $156.13 P/L: N/A N/A Q4 2020	share	0.14%	203K	N/A	$156.13	N/A	N/A Q4 2020
Gold Agnico Eagle Mines Limited Portfolio share: 0.14% Portfolio value: 199K Avg. open price: $53.55 Current price: $50.39 P/L: -5.90% N/A Q3 2022	share	0.14%	199K	$53.55	$50.39	-5.90%	N/A Q3 2022
Gold New Gold Inc. Portfolio share: 0.12% Portfolio value: 181K Avg. open price: $1.64 Current price: $1.15 P/L: -30.08% Bought +15.88% shares Q3 2022	share	0.12%	181K	$1.64	$1.15	-30.08%	Bought +15.88% shares Q3 2022
Biotechnology Dyne Therapeutics, Inc. Portfolio share: 0.12% Portfolio value: 181K Avg. open price: N/A Current price: $11.47 P/L: N/A Sold -7.49% shares Q3 2022	share	0.12%	181K	N/A	$11.47	N/A	Sold -7.49% shares Q3 2022
Gold Alamos Gold Inc. Portfolio share: 0.11% Portfolio value: 165K Avg. open price: $7.23 Current price: $9.76 P/L: +34.94% N/A Q3 2022	share	0.11%	165K	$7.23	$9.76	+34.94%	N/A Q3 2022
Biotechnology ALX Oncology Holdings Inc. Portfolio share: 0.09% Portfolio value: 133K Avg. open price: $63.56 Current price: $11.92 P/L: -81.25% Sold -1.35% shares Q3 2022	share	0.09%	133K	$63.56	$11.92	-81.25%	Sold -1.35% shares Q3 2022
Software—Application Matterport, Inc. Portfolio share: 0.08% Portfolio value: 114K Avg. open price: N/A Current price: $2.98 P/L: N/A N/A Q3 2021	share	0.08%	114K	N/A	$2.98	N/A	N/A Q3 2021
Travel Services Norwegian Cruise Line Holdings Ltd. Portfolio share: 0.08% Portfolio value: 114K Avg. open price: N/A Current price: $16.21 P/L: N/A N/A Q2 2022	share	0.08%	114K	N/A	$16.21	N/A	N/A Q2 2022
Biotechnology TG Therapeutics, Inc. Portfolio share: 0.05% Portfolio value: 68K Avg. open price: N/A Current price: $8.16 P/L: N/A N/A Q3 2022	share	0.05%	68K	N/A	$8.16	N/A	N/A Q3 2022
TIGA ACQUISITION CORP Portfolio share: 0.04% Portfolio value: 55K Avg. open price: N/A Current price: N/A P/L: N/A Bought +25.83% shares Q1 2022	share	0.04%	55K	N/A	N/A	N/A	Bought +25.83% shares Q1 2022
Biotechnology Akebia Therapeutics, Inc. Portfolio share: 0.00% Portfolio value: 3K Avg. open price: N/A Current price: $0.29 P/L: N/A N/A Q3 2022	share	0.00%	3K	N/A	$0.29	N/A	N/A Q3 2022
Oil & Gas Integrated Exxon Mobil Corporation Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $106.85 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$106.85	N/A	Sold -100.00% shares Q3 2022
Internet Content & Information Alphabet Inc. Portfolio share: 0.00% Portfolio value: 0 Avg. open price: N/A Current price: $99.48 P/L: N/A Sold -100.00% shares Q3 2022	share	0.00%	0	N/A	$99.48	N/A	Sold -100.00% shares Q3 2022

Showing TOP 87 HC ADVISORS's 13F holdings.

Frequently Asked Questions (FAQ)

What is the biggest position of HC ADVISORS, LLC?

The biggest position of the HC ADVISORS, LLC is Vanguard Total Stock Market Index Fund (VTI) with 15.45% portfolio share worth of 22.45M US dollars.

Top 5 HC ADVISORS's holdings represent 39.73% of the portfolio:

Vanguard Total Stock Market Index Fund (VTI) – 15.45%
Schwab Intermediate-Term U.S. Treasury ETF (SCHR) – 8.14%
Schwab U.S. TIPS ETF (SCHP) – 6.21%
First Trust Morningstar Dividend Leaders Index Fund (FDL) – 6.15%
Schwab Emerging Markets Equity ETF (SCHE) – 3.78%

Who is the portfolio manager of HC ADVISORS, LLC?

The portfolio manager of the HC ADVISORS, LLC is .

What is the total asset value of the HC ADVISORS, LLC portfolio?

HC ADVISORS, LLC total asset value (portfolio value) is 145.24M US dollars.

Who is ?

is the portfolio manager of the HC ADVISORS, LLC.

What is (HC ADVISORS, LLC) fund performance?

HC ADVISORS's quarterly performance is -11.09%, annualy -39.31%.

What is the HC ADVISORS, LLC CIK?

HC ADVISORS's Central Index Key is 0001803295 .