Filing Agent

0000784045-21-000006.txt : 20211019 0000784045-21-000006.hdr.sgml : 20211019 20211019134519 ACCESSION NUMBER: 0000784045-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211019 DATE AS OF CHANGE: 20211019 EFFECTIVENESS DATE: 20211019 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: 211330364 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 09-30-2021 09-30-2021 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

13F HOLDINGS REPORT 028-18738 N Cindi Hill Filing Agent 619795986 Cindi Hill San Diego CA 10-19-2021 0 335 166622 false INFORMATION TABLE 2 hc13fexport09302021.xml AFLAC INC COM 001055102 21 400 SH SOLE 0 0 400 AT&T INC COM 00206R102 3 117 SH SOLE 0 0 117 ARK ETF TR INNOVATION ETF 00214Q104 5 43 SH SOLE 0 0 43 ARK ETF TR NEXT GNRTN INTER 00214Q401 5 38 SH SOLE 0 0 38 ABBOTT LABS COM 002824100 1196 10126 SH SOLE 0 0 10126 ABBVIE INC COM 00287Y109 41 378 SH SOLE 0 0 378 ADOBE SYSTEMS INCORPORATED COM 00724F101 2059 3577 SH SOLE 0 0 3577 ADVANCE AUTO PARTS INC COM 00751Y106 91 436 SH SOLE 0 0 436 ADVISORSHARES TR PURE US CANNABIS 00768Y453 7 220 SH SOLE 0 0 220 AFFIRM HLDGS INC COM CL A 00827B106 1307 10973 SH SOLE 0 0 10973 AGILENT TECHNOLOGIES INC COM 00846U101 36 228 SH SOLE 0 0 228 AGREE RLTY CORP COM 008492100 4 25 SH SOLE 0 0 25 AIRBNB INC COM CL A 009066101 1 8 SH SOLE 0 0 8 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 12 80 SH SOLE 0 0 80 ALLSTATE CORP COM 020002101 25 200 SH 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4304 SH SOLE 0 0 4304 ISHARES TR RUSSELL 2000 ETF 464287655 15 70 SH SOLE 0 0 70 ISHARES TR CORE S&P SCP ETF 464287804 6 53 SH SOLE 0 0 53 ISHARES TR S&P SML 600 GWT 464287887 18 136 SH SOLE 0 0 136 ISHARES TR GL TIMB FORE ETF 464288174 18 217 SH SOLE 0 0 217 ISHARES TR EAFE SML CP ETF 464288273 95 1273 SH SOLE 0 0 1273 ISHARES TR JPMORGAN USD EMG 464288281 129 1171 SH SOLE 0 0 1171 ISHARES TR PFD AND INCM SEC 464288687 12 312 SH SOLE 0 0 312 ISHARES TR MICRO-CAP ETF 464288869 66 459 SH SOLE 0 0 459 ISHARES TR EAFE VALUE ETF 464288877 51 1010 SH SOLE 0 0 1010 ISHARES TR EAFE GRWTH ETF 464288885 1891 17757 SH SOLE 0 0 17757 ISHARES SILVER TR ISHARES 46428Q109 12 581 SH SOLE 0 0 581 ISHARES TR 0-5 YR TIPS ETF 46429B747 267 2527 SH SOLE 0 0 2527 ISHARES TR CORE MSCI EAFE 46432F842 1508 20306 SH SOLE 0 0 20306 ISHARES INC ESG AWR MSCI EM 46434G863 61 1466 SH SOLE 0 0 1466 ISHARES TR BLACKROCK ULTRA 46434V878 1463 28976 SH SOLE 0 0 28976 JPMORGAN CHASE & CO COM 46625H100 142 868 SH SOLE 0 0 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3217 SH SOLE 0 0 3217 ORGANIGRAM HLDGS INC COM 68620P101 0 187 SH SOLE 0 0 187 OTIS WORLDWIDE CORP COM 68902V107 32 385 SH SOLE 0 0 385 PNC FINL SVCS GROUP INC COM 693475105 3245 16586 SH SOLE 0 0 16586 PPG INDS INC COM 693506107 29 200 SH SOLE 0 0 200 PACCAR INC COM 693718108 50 631 SH SOLE 0 0 631 PACWEST BANCORP DEL COM 695263103 7 150 SH SOLE 0 0 150 PAYCOM SOFTWARE INC COM 70432V102 50 100 SH SOLE 0 0 100 PAYLOCITY HLDG CORP COM 70438V106 26 92 SH SOLE 0 0 92 PAYPAL HLDGS INC COM 70450Y103 133 510 SH SOLE 0 0 510 PEGASYSTEMS INC COM 705573103 19 150 SH SOLE 0 0 150 PEPSICO INC COM 713448108 1668 11091 SH SOLE 0 0 11091 PFIZER INC COM 717081103 2850 66264 SH SOLE 0 0 66264 PLAINS ALL AMERN PIPELINE L UNIT LTD PARTN 726503105 1 140 SH SOLE 0 0 140 PLUG POWER INC COM NEW 72919P202 21 840 SH SOLE 0 0 840 PORTLAND GEN ELEC CO COM NEW 736508847 3 70 SH SOLE 0 0 70 POWER INTEGRATIONS INC COM 739276103 16 164 SH SOLE 0 0 164 PROCTER AND GAMBLE CO COM 742718109 1588 11358 SH SOLE 0 0 11358 PROGRESSIVE CORP COM 743315103 60 662 SH SOLE 0 0 662 PROLOGIS INC. COM 74340W103 86 687 SH SOLE 0 0 687 PROVIDENT FINL SVCS INC COM 74386T105 6 266 SH SOLE 0 0 266 PUBLIC SVC ENTERPRISE GRP IN COM 744573106 6 100 SH SOLE 0 0 100 QUALCOMM INC COM 747525103 166 1289 SH SOLE 0 0 1289 QUANTA SVCS INC COM 74762E102 11 100 SH SOLE 0 0 100 QUEST DIAGNOSTICS INC COM 74834L100 157 1079 SH SOLE 0 0 1079 RMR GROUP INC CL A 74967R106 0 9 SH SOLE 0 0 9 RAYTHEON TECHNOLOGIES CORP COM 75513E101 2040 23732 SH SOLE 0 0 23732 REALTY INCOME CORP COM 756109104 27 420 SH SOLE 0 0 420 RENAISSANCE CAP GREENWICH FD IPO ETF 759937204 0 3 SH SOLE 0 0 3 RITCHIE BROS AUCTIONEERS COM 767744105 10 170 SH SOLE 0 0 170 ROKU INC COM CL A 77543R102 1 3 SH SOLE 0 0 3 ROLLINS INC COM 775711104 12 337 SH SOLE 0 0 337 SPDR S&P 500 ETF TR TR UNIT 78462F103 567 1322 SH SOLE 0 0 1322 SPS COMM INC COM 78463M107 21 128 SH SOLE 0 0 128 SPDR GOLD TR GOLD SHS 78463V107 198 1206 SH SOLE 0 0 1206 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 31 615 SH SOLE 0 0 615 SPDR SER TR PORTFLI INTRMDIT 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921937835 19 219 SH SOLE 0 0 219 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 29 566 SH SOLE 0 0 566 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 602 5825 SH SOLE 0 0 5825 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 581 10198 SH SOLE 0 0 10198 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 5 85 SH SOLE 0 0 85 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 20 404 SH SOLE 0 0 404 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 37 565 SH SOLE 0 0 565 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 5 51 SH SOLE 0 0 51 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 29 73 SH SOLE 0 0 73 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 60 589 SH SOLE 0 0 589 VANGUARD INDEX FDS SM CP VAL ETF 922908611 6 35 SH SOLE 0 0 35 VANGUARD INDEX FDS MID CAP ETF 922908629 74 314 SH SOLE 0 0 314 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1125 5597 SH SOLE 0 0 5597 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 15 84 SH SOLE 0 0 84 VANGUARD INDEX FDS GROWTH ETF 922908736 16 54 SH SOLE 0 0 54 VANGUARD INDEX FDS SMALL CP ETF 922908751 54 246 SH SOLE 0 0 246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 769 3462 SH SOLE 0 0 3462 VERIZON COMMUNICATIONS INC COM 92343V104 2368 43850 SH SOLE 0 0 43850 VIACOMCBS INC CL B 92556H206 14 349 SH SOLE 0 0 349 VIATRIS INC COM 92556V106 1 53 SH SOLE 0 0 53 VILLAGE FARMS INTL INC COM 92707Y108 8 941 SH SOLE 0 0 941 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 19 SH SOLE 0 0 19 VISA INC COM CL A 92826C839 6302 28293 SH SOLE 0 0 28293 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 11 718 SH SOLE 0 0 718 WALMART INC COM 931142103 42 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 86 579 SH SOLE 0 0 579 WATSCO INC COM 942622200 17 66 SH SOLE 0 0 66 WELLS FARGO CO NEW COM 949746101 254 5483 SH SOLE 0 0 5483 WEYERHAEUSER CO MTN BE COM NEW 962166104 11 320 SH SOLE 0 0 320 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 11 360 SH SOLE 0 0 360 WISDOMTREE TR EMG MKTS SMCAP 97717W281 3 54 SH SOLE 0 0 54 WISDOMTREE TR EMER MKT HIGH 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GROUP SHS L0423Q108 0 12 SH SOLE 0 0 12 CHECK POINT SOFTWARE TECH LT ORD M22465104 7 62 SH SOLE 0 0 62 AERCAP HOLDINGS NV SHS N00985106 12 214 SH SOLE 0 0 214