HHM Wealth Advisors, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HW HHM Wealth Advisors, LLC | Institutional Filer | ▲ 2.27% | $868.8M | 873 |
Current Portfolio Holdings
Showing all 873 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 5.2M | $158.2M | 18.21% |
| 2 | SCHB | SCHWAB STRATEGIC TR | — | 5.1M | $129.2M | 14.87% |
| 3 | SCHG | SCHWAB STRATEGIC TR | — | 3.6M | $104.7M | 12.05% |
| 4 | SPMD | SPDR SERIES TRUST | — | 814K | $48.2M | 5.55% |
| 5 | SPTS | SPDR SERIES TRUST | — | 1.3M | $38.2M | 4.39% |
| 6 | VNQ | VANGUARD INDEX FDS | — | 304K | $27.0M | 3.11% |
| 7 | SCHF | SCHWAB STRATEGIC TR | — | 1.1M | $26.6M | 3.06% |
| 8 | AAPL | Apple Inc. | Technology | 69K | $17.5M | 2.01% |
| 9 | CALF | PACER FDS TR | — | 380K | $17.1M | 1.96% |
| 10 | FNDF | SCHWAB STRATEGIC TR | — | 342K | $16.7M | 1.93% |
| 11 | AVUV | AMERICAN CENTY ETF TR | — | 150K | $16.6M | 1.91% |
| 12 | FNDE | SCHWAB STRATEGIC TR | — | 433K | $16.6M | 1.91% |
| 13 | VIG | VANGUARD SPECIALIZED FUNDS | — | 76K | $16.3M | 1.87% |
| 14 | SCHM | SCHWAB STRATEGIC TR | — | 483K | $15.0M | 1.72% |
| 15 | SCHA | SCHWAB STRATEGIC TR | — | 465K | $13.5M | 1.56% |
Showing 1 to 15 of 873 holdings