Filing Agent

0001838234-22-000010.txt : 20220725 0001838234-22-000010.hdr.sgml : 20220725 20220722173619 ACCESSION NUMBER: 0001838234-22-000010 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20220630 FILED AS OF DATE: 20220725 DATE AS OF CHANGE: 20220722 EFFECTIVENESS DATE: 20220725 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: 221100637 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 06-30-2022 06-30-2022 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

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ISHARES INC ESG AWR MSCI EM 46434G863 87 2684 SH SOLE HC Financial Advisors 0 0 2684 ISHARES INC GLB AGRIC PR ETF 464286350 20 500 SH SOLE HC Financial Advisors 0 0 500 ISHARES TR 0-5 YR TIPS ETF 46429B747 256 2527 SH SOLE HC Financial Advisors 0 0 2527 ISHARES TR A RATE CP BD ETF 46429B291 6 115 SH SOLE 0 0 115 ISHARES TR BLACKROCK ULTRA 46434V878 94 1888 SH SOLE HC Financial Advisors 0 0 1888 ISHARES TR COHEN STEER REIT 464287564 154 2528 SH SOLE HC Financial Advisors 0 0 2528 ISHARES TR CORE 1 5 YR USD 46432F859 24 507 SH SOLE HC Financial Advisors 0 0 507 ISHARES TR CORE MSCI EAFE 46432F842 1383 23496 SH SOLE HC Financial Advisors 0 0 23496 ISHARES TR CORE S&P MCP ETF 464287507 4 19 SH SOLE HC Financial Advisors 0 0 19 ISHARES TR CORE S&P SCP ETF 464287804 18 193 SH SOLE HC Financial Advisors 0 0 193 ISHARES TR CORE S&P500 ETF 464287200 284 748 SH SOLE HC Financial Advisors 0 0 748 ISHARES TR CORE US AGGBD ET 464287226 3 27 SH SOLE HC Financial Advisors 0 0 27 ISHARES TR EAFE GRWTH 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0 0 1322 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 32 78 SH SOLE HC Financial Advisors 0 0 78 SPDR SER TR BLOOMBERG 1 10 Y 78468R861 11 568 SH SOLE HC Financial Advisors 0 0 568 SPDR SER TR PORTFLI INTRMDIT 78464A672 38 1283 SH SOLE HC Financial Advisors 0 0 1283 SPDR SER TR PORTFOLIO AGRGTE 78464A649 30 1134 SH SOLE HC Financial Advisors 0 0 1134 SPDR SER TR PORTFOLIO S&P500 78464A854 60 1348 SH SOLE HC Financial Advisors 0 0 1348 SPDR SER TR S&P DIVID ETF 78464A763 16 136 SH SOLE HC Financial Advisors 0 0 136 SPDR SER TR S&P SEMICNDCTR 78464A862 15 100 SH SOLE HC Financial Advisors 0 0 100 SPS COMM INC COM 78463M107 14 128 SH SOLE HC Financial Advisors 0 0 128 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 5151 122124 SH SOLE HC Financial Advisors 0 0 122124 STANLEY BLACK & DECKER INC COM 854502101 6 60 SH SOLE 0 0 60 STARBUCKS CORP COM 855244109 1461 19120 SH SOLE HC Financial Advisors 0 0 19120 STEEL DYNAMICS INC COM 858119100 11 173 SH SOLE 0 0 173 STRYKER CORPORATION COM 863667101 1016 5105 SH SOLE HC Financial Advisors 0 0 5105 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 49 600 SH SOLE HC Financial Advisors 0 0 600 TESLA INC COM 88160R101 57 85 SH SOLE HC Financial Advisors 0 0 85 TEXAS INSTRS INC COM 882508104 12 75 SH SOLE HC Financial Advisors 0 0 75 THERMO FISHER SCIENTIFIC INC COM 883556102 181 333 SH SOLE HC Financial Advisors 0 0 333 TILRAY BRANDS INC COM CL 2 88688T100 1 194 SH SOLE HC Financial Advisors 0 0 194 T-MOBILE US INC COM 872590104 44 330 SH SOLE HC Financial Advisors 0 0 330 TOTALENERGIES SE SPONSORED ADS 89151E109 11 207 SH SOLE 0 0 207 TPG PACE BEN FIN CORP CL A COM G8990D125 1 151 SH SOLE HC Financial Advisors 0 0 151 TRACTOR SUPPLY CO COM 892356106 97 500 SH SOLE HC Financial Advisors 0 0 500 TRAEGER INC COMMON STOCK 89269P103 2 400 SH SOLE HC Financial Advisors 0 0 400 TWILIO INC CL A 90138F102 7 80 SH SOLE HC Financial Advisors 0 0 80 UNION PAC CORP COM 907818108 23 108 SH SOLE HC Financial Advisors 0 0 108 UNITED AIRLS HLDGS INC COM 910047109 9 261 SH SOLE HC Financial Advisors 0 0 261 UNITED PARCEL SERVICE INC CL B 911312106 50 276 SH SOLE HC Financial Advisors 0 0 276 US BANCORP DEL COM NEW 902973304 2455 53337 SH SOLE HC Financial Advisors 0 0 53337 VANECK ETF TRUST SEMICONDUCTR ETF 92189F676 49 240 SH SOLE HC Financial Advisors 0 0 240 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5 60 SH SOLE HC Financial Advisors 0 0 60 VANGUARD BD INDEX FDS SHORT TRM BOND 921937827 1 13 SH SOLE 0 0 13 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 16 218 SH SOLE HC Financial Advisors 0 0 218 VANGUARD CHARLOTTE FDS TOTAL INT BD ETF 92203J407 517 10444 SH SOLE HC Financial Advisors 0 0 10444 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 28 215 SH SOLE HC Financial Advisors 0 0 215 VANGUARD INDEX FDS GROWTH ETF 922908736 27 120 SH SOLE HC Financial Advisors 0 0 120 VANGUARD INDEX FDS LARGE CAP ETF 922908637 965 5597 SH SOLE HC Financial Advisors 0 0 5597 VANGUARD INDEX FDS MID CAP ETF 922908629 76 385 SH SOLE HC Financial Advisors 0 0 385 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 84 920 SH SOLE HC Financial Advisors 0 0 920 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 25 73 SH SOLE HC Financial Advisors 0 0 73 VANGUARD INDEX FDS SM CP VAL ETF 922908611 5 35 SH SOLE HC Financial Advisors 0 0 35 VANGUARD INDEX FDS SMALL CP ETF 922908751 57 323 SH SOLE HC Financial Advisors 0 0 323 VANGUARD INDEX FDS SML CP GRW ETF 922908595 39 200 SH SOLE HC Financial Advisors 0 0 200 VANGUARD INDEX FDS TOTAL STK MKT 922908769 1261 6686 SH SOLE HC Financial Advisors 0 0 6686 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 54 1303 SH SOLE HC Financial Advisors 0 0 1303 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4 85 SH SOLE HC Financial Advisors 0 0 85 VANGUARD INTL EQUITY INDEX F TT WRLD ST ETF 922042742 52 612 SH SOLE HC Financial Advisors 0 0 612 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 4 51 SH SOLE HC Financial Advisors 0 0 51 VANGUARD SCOTTSDALE FDS MTG-BKD SECS ETF 92206C771 48 1000 SH SOLE 0 0 1000 VANGUARD SCOTTSDALE FDS VNG RUS2000GRW 92206C623 31 205 SH SOLE HC Financial Advisors 0 0 205 VANGUARD SCOTTSDALE FDS VNG RUS2000IDX 92206C664 53 770 SH SOLE HC Financial Advisors 0 0 770 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 136 948 SH SOLE HC Financial Advisors 0 0 948 VANGUARD STAR FDS VG TL INTL STK F 921909768 121 2338 SH SOLE HC Financial Advisors 0 0 2338 VANGUARD TAX-MANAGED INTL FD VAN FTSE DEV MKT 921943858 6 149 SH SOLE HC Financial Advisors 0 0 149 VANGUARD WHITEHALL FDS EM MK GOV BD ETF 921946885 23 380 SH SOLE 0 0 380 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 553 5436 SH SOLE HC Financial Advisors 0 0 5436 VANGUARD WORLD FD MEGA GRWTH IND 921910816 3 15 SH SOLE 0 0 15 VANGUARD WORLD FDS CONSUM DIS ETF 92204A108 9 40 SH SOLE 0 0 40 VANGUARD WORLD FDS INF TECH ETF 92204A702 77 235 SH SOLE HC Financial Advisors 0 0 235 VERIZON COMMUNICATIONS INC COM 92343V104 1693 33367 SH SOLE HC Financial Advisors 0 0 33367 VERTEX PHARMACEUTICALS INC COM 92532F100 12 42 SH SOLE 0 0 42 VIATRIS INC COM 92556V106 0 1 SH SOLE HC Financial Advisors 0 0 1 VILLAGE FARMS INTL INC COM 92707Y108 2 941 SH SOLE HC Financial Advisors 0 0 941 VIMEO INC COMMON STOCK 92719V100 0 24 SH SOLE HC Financial Advisors 0 0 24 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 19 SH SOLE HC Financial Advisors 0 0 19 VISA INC COM CL A 92826C839 5895 29938 SH SOLE HC Financial Advisors 0 0 29938 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 11 718 SH SOLE HC Financial Advisors 0 0 718 WALMART INC COM 931142103 36 300 SH SOLE HC Financial Advisors 0 0 300 WASTE MGMT INC DEL COM 94106L109 84 550 SH SOLE HC Financial Advisors 0 0 550 WATSCO INC COM 942622200 16 66 SH SOLE HC Financial Advisors 0 0 66 WAYFAIR INC CL A 94419L101 1 28 SH SOLE 0 0 28 WELLS FARGO CO NEW COM 949746101 154 3942 SH SOLE HC Financial Advisors 0 0 3942 WELLS FARGO CO NEW PERP PFD CNV A 949746804 9 7 SH SOLE HC Financial Advisors 0 0 7 WEYERHAEUSER CO MTN BE COM NEW 962166104 11 320 SH SOLE HC Financial Advisors 0 0 320 WHIRLPOOL CORP COM 963320106 8 50 SH SOLE HC Financial Advisors 0 0 50 WISDOMTREE TR US MIDCAP DIVID 97717W505 512 13139 SH SOLE HC Financial Advisors 0 0 13139 WISDOMTREE TR US MIDCAP FUND 97717W570 699 15198 SH SOLE HC Financial Advisors 0 0 15198 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2639 93511 SH SOLE HC Financial Advisors 0 0 93511 WORKDAY INC CL A 98138H101 697 4995 SH SOLE HC Financial Advisors 0 0 4995 WORKIVA INC COM CL A 98139A105 9 130 SH SOLE HC Financial Advisors 0 0 130 YETI HLDGS INC COM 98585X104 10 240 SH SOLE 0 0 240 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 94 321 SH SOLE HC Financial Advisors 0 0 321 ZIONS BANCORPORATION N A COM 989701107 29 565 SH SOLE HC Financial Advisors 0 0 565