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 |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | RUS 1000 ETF | 51 | $1,197,000 | 4,786 | 0.71 | 0.65 | 355 | 8.01 | 03-31-2022 |
| WORKDAY INC | CL A | 52 | $1,196,000 | 4,995 | 0.71 | 0.73 | 200 | 4.17 | 03-31-2022 |
| VANGUARD INDEX FDS | LARGE CAP ETF | 53 | $1,167,000 | 5,597 | 0.69 | 0.69 | 0 | 0.00 | 03-31-2022 |
| CISCO SYS INC | COM | 54 | $1,153,000 | 20,673 | 0.69 | 0.76 | -982 | -4.53 | 03-31-2022 |
