Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HC ADVISORS LLC | 01-25-2024 | 12-31-2023 | 87 | 178,572,617 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | TOTAL STK MKT | 1 | $37,337,002 | 157,393 | 0.02 | 0.02 | 2,873 | 1.86 | 12-31-2023 |
| SCHWAB STRATEGIC TR | INTRM TRM TRES | 2 | $15,241,660 | 306,549 | 0.01 | 0.01 | 56,104 | 22.40 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US TIPS ETF | Liquidated | $0 | 0 | 0.01 | 0.01 | -11,227 | -4.80 | 12-31-2023 |
| FIRST TR MORNINGSTAR DIV LEA | SHS | 4 | $10,649,148 | 296,799 | 0.01 | 0.01 | -8,322 | -2.73 | 12-31-2023 |
