0000784045-20-000003.txt : 20200728 0000784045-20-000003.hdr.sgml : 20200728 20200728150746 ACCESSION NUMBER: 0000784045-20-000003 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200728 DATE AS OF CHANGE: 20200728 EFFECTIVENESS DATE: 20200728 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: 201053627 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 06-30-2020 06-30-2020 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

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SH SOLE 0 0 1650 TERADYNE INC COM 880770102 8 100 SH SOLE 0 0 100 TESLA INC COM 88160R101 1 1 SH SOLE 0 0 1 TEXAS INSTRS INC COM 882508104 25 200 SH SOLE 0 0 200 THERMO FISHER SCIENTIFIC INC COM 883556102 159 438 SH SOLE 0 0 438 3M CO COM 88579Y101 1653 10596 SH SOLE 0 0 10596 TOLL BROTHERS INC COM 889478103 10 300 SH SOLE 0 0 300 TOOTSIE ROLL INDS INC COM 890516107 15 436 SH SOLE 0 0 436 TRACTOR SUPPLY CO COM 892356106 66 500 SH SOLE 0 0 500 TRICO BANCSHARES COM 896095106 18 585 SH SOLE 0 0 585 TWILIO INC CL A 90138F102 18 80 SH SOLE 0 0 80 US BANCORP DEL COM NEW 902973304 2355 63950 SH SOLE 0 0 63950 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 48 283 SH SOLE 0 0 283 UNITED AIRLS HLDGS INC COM 910047109 1 36 SH SOLE 0 0 36 UNITED PARCEL SERVICE INC CL B 911312106 30 270 SH SOLE 0 0 270 URBAN OUTFITTERS INC COM 917047102 0 20 SH SOLE 0 0 20 V F CORP COM 918204108 15 251 SH SOLE 0 0 251 VANGUARD TAX-MANAGED FDS FTSE DEV MKT ETF 921943858 94 2417 SH SOLE 0 0 2417 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 1 7 SH SOLE 0 0 7 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 45 605 SH SOLE 0 0 605 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 16 404 SH SOLE 0 0 404 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 28 565 SH SOLE 0 0 565 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 30 317 SH SOLE 0 0 317 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 46 589 SH SOLE 0 0 589 VANGUARD INDEX FDS SM CP VAL ETF 922908611 53 497 SH SOLE 0 0 497 VANGUARD INDEX FDS MID CAP ETF 922908629 51 314 SH SOLE 0 0 314 VANGUARD INDEX FDS LARGE CAP ETF 922908637 803 5612 SH SOLE 0 0 5612 VANGUARD INDEX FDS GROWTH ETF 922908736 30 150 SH SOLE 0 0 150 VANGUARD INDEX FDS SMALL CP ETF 922908751 36 246 SH SOLE 0 0 246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 43 277 SH SOLE 0 0 277 VERIZON COMMUNICATIONS INC COM 92343V104 2461 44643 SH SOLE 0 0 44643 VERINT SYS INC COM 92343X100 3 56 SH SOLE 0 0 56 VIACOMCBS INC CL B 92556H206 6 265 SH SOLE 0 0 265 VILLAGE FARMS INTL INC COM 92707Y108 5 941 SH SOLE 0 0 941 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 19 SH SOLE 0 0 19 VISA INC COM CL A 92826C839 5322 27549 SH SOLE 0 0 27549 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 11 718 SH SOLE 0 0 718 VOYA GLBL EQTY DIV & PREM OP COM 92912T100 6 1300 SH SOLE 0 0 1300 WALMART INC COM 931142103 36 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 61 579 SH SOLE 0 0 579 WELLS FARGO CO NEW COM 949746101 560 21894 SH SOLE 0 0 21894 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 MTN BE COM NEW 962166104 7 320 SH SOLE 0 0 320 WISDOMTREE INVTS INC COM 97717P104 0 20 SH SOLE 0 0 20 WISDOMTREE TR US MIDCAP DIVID 97717W505 668 23556 SH SOLE 0 0 23556 WISDOMTREE TR US MIDCAP FUND 97717W570 827 25391 SH SOLE 0 0 25391 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2107 99491 SH SOLE 0 0 99491 WORKDAY INC CL A 98138H101 936 4995 SH SOLE 0 0 4995 WORKIVA INC COM CL A 98139A105 7 130 SH SOLE 0 0 130 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 82 321 SH SOLE 0 0 321 ZIONS BANCORPORATION N A COM 989701107 21 613 SH SOLE 0 0 613 AMBARELLA INC SHS G037AX101 1 15 SH SOLE 0 0 15 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1902 8857 SH SOLE 0 0 8857 COCA COLA EUROPEAN PARTNERS SHS G25839104 9 250 SH SOLE 0 0 250 ICON PLC SHS G4705A100 34 200 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 GLOBANT S A COM L44385109 10 70 SH SOLE 0 0 70 CHECK POINT SOFTWARE TECH LT ORD M22465104 13 124 SH SOLE 0 0 124 AERCAP HOLDINGS NV SHS N00985106 7 214 SH SOLE 0 0 214