0000784045-20-000002.txt : 20200408 0000784045-20-000002.hdr.sgml : 20200408 20200408145939 ACCESSION NUMBER: 0000784045-20-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200331 FILED AS OF DATE: 20200408 DATE AS OF CHANGE: 20200408 EFFECTIVENESS DATE: 20200408 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: 20781869 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 true false 0000784045 XXXXXXXX 03-31-2020 03-31-2020 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

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SIRIUS XM HLDGS INC COM 82968B103 0 14 SH SOLE 0 0 14 SKYWORKS SOLUTIONS INC COM 83088M102 9 100 SH SOLE 0 0 100 SLACK TECHNOLOGIES INC COM CL A 83088V102 9 329 SH SOLE 0 0 329 SLEEP NUMBER CORP COM 83125X103 2 100 SH SOLE 0 0 100 SONOS INC COM 83570H108 2 200 SH SOLE 0 0 200 SOURCE CAP INC COM 836144105 5 174 SH SOLE 0 0 174 SOUTHWEST AIRLS CO COM 844741108 2 70 SH SOLE 0 0 70 SPECIAL OPPORTUNITIES FD INC COM 84741T104 6 600 SH SOLE 0 0 600 STARBUCKS CORP COM 855244109 1315 20009 SH SOLE 0 0 20009 STATE STR CORP COM 857477103 54 1019 SH SOLE 0 0 1019 STRYKER CORP COM 863667101 976 5861 SH SOLE 0 0 5861 SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 0 504 SH SOLE 0 0 504 SUNCOR ENERGY INC NEW COM 867224107 9 550 SH SOLE 0 0 550 SUNPOWER CORP COM 867652406 11 2224 SH SOLE 0 0 2224 SUNOCO LP COM UT REP LP 86765K109 12 750 SH SOLE 0 0 750 T MOBILE US INC COM 872590104 28 330 SH SOLE 0 0 330 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 38 786 SH SOLE 0 0 786 TELADOC HEALTH INC COM 87918A105 16 100 SH SOLE 0 0 100 TELEFONICA S A SPONSORED ADR 879382208 8 1650 SH SOLE 0 0 1650 TELEPHONE & DATA SYS INC COM NEW 879433829 39 2300 SH SOLE 0 0 2300 TERADYNE INC COM 880770102 5 100 SH SOLE 0 0 100 TESLA INC COM 88160R101 1 1 SH SOLE 0 0 1 TEXAS INSTRS INC COM 882508104 20 200 SH SOLE 0 0 200 THERMO FISHER SCIENTIFIC INC COM 883556102 141 498 SH SOLE 0 0 498 3M CO COM 88579Y101 1471 10779 SH SOLE 0 0 10779 TOLL BROTHERS INC COM 889478103 6 300 SH SOLE 0 0 300 TOOTSIE ROLL INDS INC COM 890516107 15 424 SH SOLE 0 0 424 TORTOISE PWR & ENERGY INFRAS COM 89147X104 2 300 SH SOLE 0 0 300 TRACTOR SUPPLY CO COM 892356106 42 500 SH SOLE 0 0 500 TRICO BANCSHARES COM 896095106 17 585 SH SOLE 0 0 585 TWILIO INC CL A 90138F102 7 80 SH SOLE 0 0 80 US BANCORP DEL COM NEW 902973304 1664 48296 SH SOLE 0 0 48296 U S PHYSICAL THERAPY INC COM 90337L108 3 48 SH SOLE 0 0 48 ULTA BEAUTY INC COM 90384S303 5 28 SH SOLE 0 0 28 UNDER ARMOUR INC CL A 904311107 0 10 SH SOLE 0 0 10 UNDER ARMOUR INC CL C 904311206 0 10 SH SOLE 0 0 10 UNION PAC CORP COM 907818108 40 282 SH SOLE 0 0 282 UNITED AIRLS HLDGS INC COM 910047109 1 30 SH SOLE 0 0 30 UNITED PARCEL SERVICE INC CL B 911312106 25 270 SH SOLE 0 0 270 UNITED STATES CELLULAR CORP COM 911684108 26 900 SH SOLE 0 0 900 UNITED TECHNOLOGIES CORP COM 913017109 1350 14311 SH SOLE 0 0 14311 URBAN OUTFITTERS INC COM 917047102 0 20 SH SOLE 0 0 20 V F CORP COM 918204108 14 251 SH SOLE 0 0 251 VALVOLINE INC COM 92047W101 13 1000 SH SOLE 0 0 1000 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 81 2417 SH SOLE 0 0 2417 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 0 3 SH SOLE 0 0 3 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4 85 SH SOLE 0 0 85 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 38 605 SH SOLE 0 0 605 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 53 1589 SH SOLE 0 0 1589 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 24 565 SH SOLE 0 0 565 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 26 317 SH SOLE 0 0 317 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 41 589 SH SOLE 0 0 589 VANGUARD INDEX FDS SM CP VAL ETF 922908611 44 497 SH SOLE 0 0 497 VANGUARD INDEX FDS MID CAP ETF 922908629 41 314 SH SOLE 0 0 314 VANGUARD INDEX FDS LARGE CAP ETF 922908637 665 5612 SH SOLE 0 0 5612 VANGUARD INDEX FDS GROWTH ETF 922908736 24 150 SH SOLE 0 0 150 VANGUARD INDEX FDS VALUE ETF 922908744 19 213 SH SOLE 0 0 213 VANGUARD INDEX FDS SMALL CP ETF 922908751 28 246 SH SOLE 0 0 246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 36 277 SH SOLE 0 0 277 VERIZON COMMUNICATIONS INC COM 92343V104 2511 46741 SH SOLE 0 0 46741 VERINT SYS INC COM 92343X100 2 56 SH SOLE 0 0 56 VIACOMCBS INC CL B 92556H206 4 265 SH SOLE 0 0 265 VILLAGE FARMS INTL INC COM 92707Y108 3 941 SH SOLE 0 0 941 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 19 SH SOLE 0 0 19 VISA INC COM CL A 92826C839 4481 27813 SH SOLE 0 0 27813 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 19 1377 SH SOLE 0 0 1377 VOYA GLBL EQTY DIV & PREM OP COM 92912T100 6 1300 SH SOLE 0 0 1300 WALMART INC COM 931142103 34 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 54 579 SH SOLE 0 0 579 WELLS FARGO CO NEW COM 949746101 639 22254 SH SOLE 0 0 22254 WELLS FARGO CO NEW PERP PFD CNV A 949746804 9 7 SH SOLE 0 0 7 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 0 10 SH SOLE 0 0 10 WEYERHAEUSER CO COM 962166104 5 320 SH SOLE 0 0 320 WISDOMTREE INVTS INC COM 97717P104 0 20 SH SOLE 0 0 20 WISDOMTREE TR EMG MKTS SMCAP 97717W281 5 140 SH SOLE 0 0 140 WISDOMTREE TR US MIDCAP DIVID 97717W505 628 25983 SH SOLE 0 0 25983 WISDOMTREE TR US MIDCAP FUND 97717W570 648 24541 SH SOLE 0 0 24541 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1751 97184 SH SOLE 0 0 97184 WORKDAY INC CL A 98138H101 663 5095 SH SOLE 0 0 5095 WORKIVA INC COM CL A 98139A105 4 130 SH SOLE 0 0 130 YUM BRANDS INC COM 988498101 17 250 SH SOLE 0 0 250 ZEBRA TECHNOLOGIES CORP CL A 989207105 59 321 SH SOLE 0 0 321 ZIONS BANCORPORATION N A COM 989701107 16 613 SH SOLE 0 0 613 AMBARELLA INC SHS G037AX101 1 15 SH SOLE 0 0 15 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1502 9197 SH SOLE 0 0 9197 CREDICORP LTD COM G2519Y108 4 30 SH SOLE 0 0 30 COCA COLA EUROPEAN PARTNERS SHS G25839104 9 250 SH SOLE 0 0 250 ICON PLC SHS G4705A100 27 200 SH SOLE 0 0 200 MEDTRONIC PLC SHS G5960L103 35 385 SH SOLE 0 0 385 SINA CORP ORD G81477104 0 3 SH SOLE 0 0 3 ALCON INC ORD SHS H01301128 1 10 SH SOLE 0 0 10 GLOBANT S A COM L44385109 6 70 SH SOLE 0 0 70 CHECK POINT SOFTWARE TECH LT ORD M22465104 12 124 SH SOLE 0 0 124 AERCAP HOLDINGS NV SHS N00985106 5 214 SH SOLE 0 0 214