0000784045-20-000004.txt : 20201030 0000784045-20-000004.hdr.sgml : 20201030 20201030145847 ACCESSION NUMBER: 0000784045-20-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200930 FILED AS OF DATE: 20201030 DATE AS OF CHANGE: 20201030 EFFECTIVENESS DATE: 20201030 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: 201276862 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 09-30-2020 09-30-2020 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

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2224 SLEEP NUMBER CORP COM 83125X103 5 100 SH SOLE 0 0 100 SONOS INC COM 83570H108 3 200 SH SOLE 0 0 200 SOURCE CAP INC COM 836144105 6 174 SH SOLE 0 0 174 SOUTHERN CO COM 842587107 11 200 SH SOLE 0 0 200 SOUTHWEST AIRLS CO COM 844741108 1 20 SH SOLE 0 0 20 SPIRE INC COM 84857L101 16 300 SH SOLE 0 0 300 STARBUCKS CORP COM 855244109 1621 18868 SH SOLE 0 0 18868 STATE STR CORP COM 857477103 75 1272 SH SOLE 0 0 1272 STRYKER CORPORATION COM 863667101 1208 5797 SH SOLE 0 0 5797 SUMMIT MIDSTREAM PARTNERS LP COM UNIT LTD 866142102 0 371 SH SOLE 0 0 371 SUNCOR ENERGY INC NEW COM 867224107 7 550 SH SOLE 0 0 550 SUNOCO LP/SUNOCO FIN CORP COM UT REP LP 86765K109 18 750 SH SOLE 0 0 750 TCW STRATEGIC INCOME FD INC COM 872340104 54 9520 SH SOLE 0 0 9520 T-MOBILE US INC COM 872590104 38 330 SH SOLE 0 0 330 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 49 600 SH SOLE 0 0 600 TELADOC HEALTH INC COM 87918A105 22 100 SH SOLE 0 0 100 TERADYNE INC COM 880770102 8 100 SH SOLE 0 0 100 TESLA INC COM 88160R101 2 5 SH SOLE 0 0 5 TEXAS INSTRS INC COM 882508104 29 200 SH SOLE 0 0 200 THERMO FISHER SCIENTIFIC INC COM 883556102 173 391 SH SOLE 0 0 391 3M CO COM 88579Y101 1683 10506 SH SOLE 0 0 10506 TOLL BROTHERS INC COM 889478103 15 300 SH SOLE 0 0 300 TRACTOR SUPPLY CO COM 892356106 72 500 SH SOLE 0 0 500 TRICO BANCSHARES COM 896095106 14 585 SH SOLE 0 0 585 TWILIO INC CL A 90138F102 20 80 SH SOLE 0 0 80 US BANCORP DEL COM NEW 902973304 1971 54986 SH SOLE 0 0 54986 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 56 283 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 41 245 SH SOLE 0 0 245 URBAN OUTFITTERS INC COM 917047102 0 20 SH SOLE 0 0 20 V F CORP COM 918204108 18 251 SH SOLE 0 0 251 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 1 4 SH SOLE 0 0 4 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 99 2417 SH SOLE 0 0 2417 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 771 9526 SH SOLE 0 0 9526 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 559 9600 SH SOLE 0 0 9600 VANGUARD INTL EQUITY INDEX F GLB EX US ETF 922042676 4 85 SH SOLE 0 0 85 VANGUARD INTL EQUITY INDEX F FTSE EMR MKT ETF 922042858 17 404 SH SOLE 0 0 404 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 30 565 SH SOLE 0 0 565 VANGUARD SCOTTSDALE FDS INT-TERM CORP 92206C870 1 13 SH SOLE 0 0 13 VANGUARD INDEX FDS MCAP VL IDXVIP 922908512 32 317 SH SOLE 0 0 317 VANGUARD INDEX FDS REAL ESTATE ETF 922908553 47 589 SH SOLE 0 0 589 VANGUARD INDEX FDS SM CP VAL ETF 922908611 33 297 SH SOLE 0 0 297 VANGUARD INDEX FDS MID CAP ETF 922908629 55 314 SH SOLE 0 0 314 VANGUARD INDEX FDS LARGE CAP ETF 922908637 878 5612 SH SOLE 0 0 5612 VANGUARD INDEX FDS GROWTH ETF 922908736 37 161 SH SOLE 0 0 161 VANGUARD INDEX FDS SMALL CP ETF 922908751 38 246 SH SOLE 0 0 246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 47 277 SH SOLE 0 0 277 VERIZON COMMUNICATIONS INC COM 92343V104 2541 42715 SH SOLE 0 0 42715 VERINT SYS INC COM 92343X100 3 56 SH SOLE 0 0 56 VIACOMCBS INC CL B 92556H206 7 265 SH SOLE 0 0 265 VILLAGE FARMS INTL INC COM 92707Y108 4 941 SH SOLE 0 0 941 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 0 19 SH SOLE 0 0 19 VISA INC COM CL A 92826C839 5389 26950 SH SOLE 0 0 26950 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 10 718 SH SOLE 0 0 718 VOYA GLBL EQTY DIV & PREM OP COM 92912T100 6 1300 SH SOLE 0 0 1300 WABTEC COM 929740108 0 2 SH SOLE 0 0 2 WALMART INC COM 931142103 42 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 66 579 SH SOLE 0 0 579 WELLS FARGO CO NEW COM 949746101 273 11609 SH SOLE 0 0 11609 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 WESTROCK CO COM 96145D105 15 436 SH SOLE 0 0 436 WEYERHAEUSER CO MTN BE COM NEW 962166104 9 320 SH SOLE 0 0 320 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 6 360 SH SOLE 0 0 360 WISDOMTREE INVTS INC COM 97717P104 0 20 SH SOLE 0 0 20 WISDOMTREE TR US MIDCAP DIVID 97717W505 640 22118 SH SOLE 0 0 22118 WISDOMTREE TR US MIDCAP FUND 97717W570 683 19985 SH SOLE 0 0 19985 WISDOMTREE TR US SMALLCAP DIVD 97717W604 1681 79744 SH SOLE 0 0 79744 WORKDAY INC CL A 98138H101 1075 4995 SH SOLE 0 0 4995 WORKIVA INC COM CL A 98139A105 7 130 SH SOLE 0 0 130 XCEL ENERGY INC COM 98389B100 35 500 SH SOLE 0 0 500 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 81 321 SH SOLE 0 0 321 ZIONS BANCORPORATION N A COM 989701107 18 613 SH SOLE 0 0 613 AMBARELLA INC SHS G037AX101 1 15 SH SOLE 0 0 15 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 1985 8782 SH SOLE 0 0 8782 BUNGE LIMITED COM G16962105 6 130 SH SOLE 0 0 130 COCA COLA EUROPEAN PARTNERS SHS G25839104 10 250 SH SOLE 0 0 250 EVEREST RE GROUP LTD COM G3223R108 19 97 SH SOLE 0 0 97 ICON PLC SHS G4705A100 38 200 SH SOLE 0 0 200 MEDTRONIC PLC SHS G5960L103 40 385 SH SOLE 0 0 385 SINA CORP ORD G81477104 0 3 SH SOLE 0 0 3 GLOBANT S A COM L44385109 13 70 SH SOLE 0 0 70 CHECK POINT SOFTWARE TECH LT ORD M22465104 15 124 SH SOLE 0 0 124 AERCAP HOLDINGS NV SHS N00985106 5 214 SH SOLE 0 0 214 LYONDELLBASELL INDUSTRIES N SHS - A - N53745100 13 191 SH SOLE 0 0 191