0001172661-24-002184.txt : 20240513 0001172661-24-002184.hdr.sgml : 20240513 20240513092624 ACCESSION NUMBER: 0001172661-24-002184 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240513 DATE AS OF CHANGE: 20240513 EFFECTIVENESS DATE: 20240513 FILER: COMPANY DATA: COMPANY CONFORMED NAME: HRC WEALTH MANAGEMENT, LLC CENTRAL INDEX KEY: 0002009521 ORGANIZATION NAME: IRS NUMBER: 460531977 STATE OF INCORPORATION: ID FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23696 FILM NUMBER: 24937171 BUSINESS ADDRESS: STREET 1: 315 S. ALMON CITY: MOSCOW STATE: ID ZIP: 83843 BUSINESS PHONE: 208-882-5547 MAIL ADDRESS: STREET 1: 315 S. ALMON CITY: MOSCOW STATE: ID ZIP: 83843 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002009521 XXXXXXXX 03-31-2024 03-31-2024 false HRC WEALTH MANAGEMENT, LLC

315 S. Almon Moscow ID 83843

13F HOLDINGS REPORT 028-23696 000117212 801-106855 N BRADLEY LEWIS 208-882-5547 BRADLEY LEWIS MOSCOW ID 05-13-2024 0 41 136853194 INFORMATION TABLE 2 infotable.xml APPLE INC COM 037833100 3615948 21087 SH SOLE 0 0 21087 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 200588 477 SH SOLE 0 0 477 BOEING CO COM 097023105 1043883 5409 SH SOLE 0 0 5409 BRIGHTSPIRE CAPITAL INC COM CL A 10949T109 76224 11063 SH SOLE 0 0 11063 CAMBRIA ETF TR SHSHLD YIELD ETF 132061201 364592 4976 SH SOLE 0 0 4976 COSTCO WHSL CORP NEW COM 22160K105 314833 430 SH SOLE 0 0 430 ELI LILLY & CO COM 532457108 233388 300 SH SOLE 0 0 300 ETF SER SOLUTIONS DISTILLATE US 26922A321 286492 5314 SH SOLE 0 0 5314 EXXON MOBIL CORP COM 30231G102 355758 3061 SH SOLE 0 0 3061 FIDELITY COVINGTON TRUST MSCI HLTH CARE I 316092600 551078 7899 SH SOLE 0 0 7899 GRAYSCALE BITCOIN TR BTC SHS REP COM UT 389637109 295762 4682 SH SOLE 0 0 4682 HYLIION HOLDINGS CORP COMMON STOCK 449109107 18281 10387 SH SOLE 0 0 10387 INVESCO EXCHANGE TRADED FD T S&P 500 GARP ETF 46137V431 294443 2765 SH SOLE 0 0 2765 INVESCO EXCHANGE TRADED FD T S&P MDCP QUALITY 46137V472 404969 3680 SH SOLE 0 0 3680 INVESCO QQQ TR UNIT SER 1 46090E103 984205 2217 SH SOLE 0 0 2217 ISHARES TR MRGSTR MD CP GRW 464288307 934777 13225 SH SOLE 0 0 13225 ISHARES TR CORE S&P SCP ETF 464287804 1043632 9443 SH SOLE 0 0 9443 ISHARES TR RUS 1000 GRW ETF 464287614 408848 1213 SH SOLE 0 0 1213 ISHARES TR RUS TP200 GR ETF 464289438 353581 1812 SH SOLE 0 0 1812 ISHARES TR CORE S&P500 ETF 464287200 298435 568 SH SOLE 0 0 568 ISHARES TR EAFE GRWTH ETF 464288885 666124 6418 SH SOLE 0 0 6418 ISHARES TR CORE US AGGBD ET 464287226 1035375 10572 SH SOLE 0 0 10572 MICROSOFT CORP COM 594918104 398739 948 SH SOLE 0 0 948 NVIDIA CORPORATION COM 67066G104 597512 661 SH SOLE 0 0 661 SCHWAB STRATEGIC TR SCHWAB FDT US LG 808524771 584922 8680 SH SOLE 0 0 8680 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 47487204 512157 SH SOLE 0 0 512157 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 6786216 84165 SH SOLE 0 0 84165 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 23689023 381712 SH SOLE 0 0 381712 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 29010717 381820 SH SOLE 0 0 381820 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 526907 2530 SH SOLE 0 0 2530 SPDR S&P 500 ETF TR TR UNIT 78462F103 326627 624 SH SOLE 0 0 624 SPDR SER TR S&P 600 SMCP GRW 78464A201 4925354 56464 SH SOLE 0 0 56464 STARBUCKS CORP COM 855244109 213626 2338 SH SOLE 0 0 2338 US BANCORP DEL COM NEW 902973304 383363 8576 SH SOLE 0 0 8576 VANGUARD INDEX FDS MCAP GR IDXVIP 922908538 4421950 18754 SH SOLE 0 0 18754 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 1829315 16555 SH SOLE 0 0 16555 VANGUARD STAR FDS VG TL INTL STK F 921909768 571696 9481 SH SOLE 0 0 9481 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 226191 1869 SH SOLE 0 0 1869 VANGUARD WORLD FD MEGA CAP INDEX 921910873 285616 1528 SH SOLE 0 0 1528 VANGUARD WORLD FD INF TECH ETF 92204A702 589321 1124 SH SOLE 0 0 1124 WELLS FARGO CO NEW COM 949746101 217679 3756 SH SOLE 0 0 3756