Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HC FINANCIAL ADVISORS INC | 05-04-2022 | 03-31-2022 | 321 | 167,991,000 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| APPLE INC | COM | 1 | $10,130,000 | 58,015 | 6.03 | 5.70 | 217 | 0.38 | 03-31-2022 |
| VISA INC | COM CL A | 2 | $6,816,000 | 30,733 | 4.06 | 3.59 | 931 | 3.12 | 03-31-2022 |
| MICROSOFT CORP | COM | 3 | $6,159,000 | 19,975 | 3.67 | 4.00 | -1,425 | -6.66 | 03-31-2022 |
| SSGA ACTIVE ETF TR | SPDR TR TACTIC | 4 | $5,575,000 | 124,520 | 3.32 | 3.47 | -7,282 | -5.52 | 03-31-2022 |
