0000784045-19-000004.txt : 20190725 0000784045-19-000004.hdr.sgml : 20190725 20190724202441 ACCESSION NUMBER: 0000784045-19-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20190630 FILED AS OF DATE: 20190725 DATE AS OF CHANGE: 20190724 EFFECTIVENESS DATE: 20190725 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HC FINANCIAL ADVISORS INC CENTRAL INDEX KEY: 0000784045 IRS NUMBER: 680076633 STATE OF INCORPORATION: CA FISCAL YEAR END: 0630 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18738 FILM NUMBER: 19972186 BUSINESS ADDRESS: STREET 1: 3685 MT DIABLO BLVD STREET 2: #200 CITY: LAFAYETTE STATE: CA ZIP: 94549 BUSINESS PHONE: 5102541023 MAIL ADDRESS: STREET 1: 3685 MT DIABLO BLVD STREET 2: #200 CITY: LAFAYETTE STATE: CA ZIP: 94549 FORMER COMPANY: FORMER CONFORMED NAME: HC FINANCIAL ADVISORS INC /ADV DATE OF NAME CHANGE: 19851129 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0000784045 XXXXXXXX 06-30-2019 06-30-2019 HC FINANCIAL ADVISORS INC
3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549
13F HOLDINGS REPORT 028-18738 N
Cindi Hill Filing Agent 6197955986 Cindi Hill San Diego CA 07-24-2019 0 45 100194 false
INFORMATION TABLE 2 HC13Fexport063019.xml FEDEX CORP COM 31428X106 1655 10082 SH SOLE 0 0 10082 BECTON DICKINSON & CO COM 075887109 2601 10319 SH SOLE 0 0 10319 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1915 10365 SH SOLE 0 0 10365 MCDONALDS CORP COM 580135101 2258 10873 SH SOLE 0 0 10873 AMGEN INC COM 031162100 2049 11119 SH SOLE 0 0 11119 ABBOTT LABS COM 002824100 1073 12763 SH SOLE 0 0 12763 UNITED TECHNOLOGIES CORP COM 913017109 1669 12816 SH SOLE 0 0 12816 NIKE INC CL B 654106103 1100 13100 SH SOLE 0 0 13100 INVESCO EXCHANGE TRADED FD T DYNMC LRG GWTH 46137V746 669 13826 SH SOLE 0 0 13826 CATERPILLAR INC DEL COM 149123101 1899 13935 SH SOLE 0 0 13935 WISDOMTREE TR US MIDCAP DIVID 97717W505 506 13990 SH SOLE 0 0 13990 PEPSICO INC COM 713448108 1840 14030 SH SOLE 0 0 14030 PNC FINL SVCS GROUP INC COM 693475105 1980 14423 SH SOLE 0 0 14423 PROCTER AND GAMBLE CO COM 742718109 1615 14725 SH SOLE 0 0 14725 COLGATE PALMOLIVE CO COM 194162103 1076 15008 SH SOLE 0 0 15008 HONEYWELL INTL INC COM 438516106 2723 15599 SH SOLE 0 0 15599 ISHARES TR RUS MID CAP ETF 464287499 939 16800 SH SOLE 0 0 16800 HOME DEPOT INC COM 437076102 3531 16978 SH SOLE 0 0 16978 JOHNSON & JOHNSON COM 478160104 2408 17292 SH SOLE 0 0 17292 NOVARTIS A G SPONSORED ADR 66987V109 1688 18488 SH SOLE 0 0 18488 AUTOMATIC DATA PROCESSING IN COM 053015103 3331 20148 SH SOLE 0 0 20148 STARBUCKS CORP COM 855244109 1753 20912 SH SOLE 0 0 20912 SCHLUMBERGER LTD COM 806857108 851 21414 SH SOLE 0 0 21414 APPLE INC COM 037833100 4252 21483 SH SOLE 0 0 21483 ISHARES TR EAFE GRWTH ETF 464288885 1877 23236 SH SOLE 0 0 23236 INTEL CORP COM 458140100 1140 23811 SH SOLE 0 0 23811 ISHARES TR CORE MSCI EAFE 46432F842 1580 25734 SH SOLE 0 0 25734 DUKE ENERGY CORP NEW COM NEW 26441C204 2283 25872 SH SOLE 0 0 25872 CISCO SYS INC COM 17275R102 1419 25930 SH SOLE 0 0 25930 VISA INC COM CL A 92826C839 4593 26466 SH SOLE 0 0 26466 WELLS FARGO CO NEW COM 949746101 1287 27188 SH SOLE 0 0 27188 WISDOMTREE TR US MIDCAP FUND 97717W570 1102 27553 SH SOLE 0 0 27553 MICROSOFT CORP COM 594918104 3918 29251 SH SOLE 0 0 29251 DISNEY WALT CO COM DISNEY 254687106 4159 29785 SH SOLE 0 0 29785 ISHARES TR EAFE VALUE ETF 464288877 1480 30790 SH SOLE 0 0 30790 NORTHERN TR CORP COM 665859104 2836 31509 SH SOLE 0 0 31509 US BANCORP DEL COM NEW 902973304 2384 45497 SH SOLE 0 0 45497 FLEXSHARES TR QUALT DIVD IDX 33939L860 2096 46714 SH SOLE 0 0 46714 VERIZON COMMUNICATIONS INC COM 92343V104 2684 46981 SH SOLE 0 0 46981 FLEXSHARES TR STOXX GLOBR INF 33939L795 3125 61265 SH SOLE 0 0 61265 PFIZER INC COM 717081103 2750 63491 SH SOLE 0 0 63491 HUNTINGTON BANCSHARES INC COM 446150104 1307 94594 SH SOLE 0 0 94594 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5244 106867 SH SOLE 0 0 106867 WISDOMTREE TR US SMALLCAP DIVD 97717W604 3203 118159 SH SOLE 0 0 118159 FLEXSHARES TR IBOXX 3R TARGT 33939L506 4346 176031 SH SOLE 0 0 176031