Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HRC WEALTH MANAGEMENT LLC | 02-12-2024 | 12-31-2023 | 27 | 116,218,387 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | US LCAP GR ETF | 1 | $42,159,552 | 508,191 | 0.04 | 508,191 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 2 | $26,775,903 | 381,967 | 0.02 | 381,967 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | 3 | $21,711,772 | 384,961 | 0.02 | 384,961 | +Inf | 12-31-2023 | |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 4 | $6,024,764 | 79,138 | 0.01 | 79,138 | +Inf | 12-31-2023 |
