Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HC ADVISORS LLC | 08-07-2024 | 06-30-2024 | 50 | 108,418,678 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTRM TRM TRES | 1 | $15,501,691 | 317,853 | 0.01 | 0.01 | 11,304 | 3.69 | 06-30-2024 |
| FIRST TR MORNINGSTAR DIV LEA | SHS | 2 | $12,974,677 | 342,069 | 0.01 | 0.01 | 45,270 | 15.25 | 06-30-2024 |
| ISHARES TR | U.S. TECH ETF | 3 | $11,272,601 | 74,901 | 0.01 | 0.00 | 2,891 | 4.01 | 06-30-2024 |
| SCHWAB STRATEGIC TR | EMRG MKTEQ ETF | 4 | $7,976,526 | 300,321 | 0.01 | 0.00 | 58,857 | 24.38 | 06-30-2024 |
