0001800586-21-000006.txt : 20210728 0001800586-21-000006.hdr.sgml : 20210728 20210728130850 ACCESSION NUMBER: 0001800586-21-000006 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210630 FILED AS OF DATE: 20210728 DATE AS OF CHANGE: 20210728 EFFECTIVENESS DATE: 20210728 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: 211121513 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 06-30-2021 06-30-2021 HC FINANCIAL ADVISORS INC

3685 MT DIABLO BLVD #200 LAFAYETTE CA 94549

13F HOLDINGS REPORT 028-18738 N Cindi Hill 6197955986 Cindi Hill San Diego CA 07-28-2021 0 353 171577 false INFORMATION TABLE 2 hc13fexport06302021.xml AFLAC INC COM 001055102 21 400 SH SOLE 0 0 400 AT&T INC COM 00206R102 60 2082 SH SOLE 0 0 2082 ARK ETF TR INNOVATION ETF 00214Q104 6 43 SH SOLE 0 0 43 ARK ETF TR NEXT GNRTN INTER 00214Q401 6 38 SH SOLE 0 0 38 ABBOTT LABS COM 002824100 1194 10301 SH SOLE 0 0 10301 ABBVIE INC COM 00287Y109 43 378 SH SOLE 0 0 378 ADOBE SYSTEMS INCORPORATED COM 00724F101 2183 3728 SH SOLE 0 0 3728 ADVANCE AUTO PARTS INC COM 00751Y106 89 436 SH SOLE 0 0 436 ADVISORSHARES TR PURE US CANNABIS 00768Y453 9 220 SH SOLE 0 0 220 AFFIRM HLDGS INC COM CL A 00827B106 739 10973 SH SOLE 0 0 10973 AGILENT TECHNOLOGIES INC COM 00846U101 34 228 SH SOLE 0 0 228 ALCOA CORP COM 013872106 0 2 SH SOLE 0 0 2 ALEXION PHARMACEUTICALS INC COM 015351109 50 271 SH SOLE 0 0 271 ALIBABA GROUP HLDG LTD SPONSORED ADS 01609W102 17 75 SH SOLE 0 0 75 ALLSTATE CORP COM 020002101 26 200 SH 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SH SOLE 0 0 1360 ISHARES TR JPMORGAN USD EMG 464288281 147 1309 SH SOLE 0 0 1309 ISHARES TR PFD AND INCM SEC 464288687 12 312 SH SOLE 0 0 312 ISHARES TR MICRO-CAP ETF 464288869 70 459 SH SOLE 0 0 459 ISHARES TR EAFE VALUE ETF 464288877 52 1010 SH SOLE 0 0 1010 ISHARES TR EAFE GRWTH ETF 464288885 1905 17757 SH SOLE 0 0 17757 ISHARES TR 0-5 YR TIPS ETF 46429B747 269 2527 SH SOLE 0 0 2527 ISHARES U S ETF TR BLACKROCK ST MAT 46431W507 5 99 SH SOLE 0 0 99 ISHARES TR CORE MSCI EAFE 46432F842 1520 20306 SH SOLE 0 0 20306 ISHARES INC ESG AWR MSCI EM 46434G863 66 1466 SH SOLE 0 0 1466 ISHARES TR BLACKROCK ULTRA 46434V878 1451 28719 SH SOLE 0 0 28719 JPMORGAN CHASE & CO COM 46625H100 135 868 SH SOLE 0 0 868 JOHNSON & JOHNSON COM 478160104 2744 16658 SH SOLE 0 0 16658 KANSAS CITY SOUTHERN COM NEW 485170302 148 521 SH SOLE 0 0 521 KELLOGG CO COM 487836108 6 100 SH SOLE 0 0 100 KENNAMETAL INC COM 489170100 0 10 SH SOLE 0 0 10 KIMBERLY-CLARK CORP COM 494368103 1 10 SH SOLE 0 0 10 KNOWBE4 INC CL A 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COM 74340W103 82 687 SH SOLE 0 0 687 PROTO LABS INC COM 743713109 7 80 SH SOLE 0 0 80 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 184 1289 SH SOLE 0 0 1289 QUANTA SVCS INC COM 74762E102 9 100 SH SOLE 0 0 100 QUEST DIAGNOSTICS INC COM 74834L100 142 1079 SH SOLE 0 0 1079 RMR GROUP INC CL A 74967R106 0 9 SH SOLE 0 0 9 RAYTHEON TECHNOLOGIES CORP COM 75513E101 1898 22251 SH SOLE 0 0 22251 REALTY INCOME CORP COM 756109104 28 420 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 602 1407 SH SOLE 0 0 1407 SPS COMM INC COM 78463M107 13 128 SH SOLE 0 0 128 SPDR GOLD TR GOLD SHS 78463V107 200 1206 SH SOLE 0 0 1206 SPDR INDEX SHS FDS DJ GLB RL ES ETF 78463X749 32 615 SH SOLE 0 0 615 SPDR SER TR PORTFLI INTRMDIT 78464A672 63 1960 SH SOLE 0 0 1960 SPDR SER TR S&P DIVID ETF 78464A763 43 355 SH SOLE 0 0 355 SPDR SER TR PORTFOLIO S&P500 78464A854 12 229 SH SOLE 0 0 229 SSGA ACTIVE ETF TR SPDR TR TACTIC 78467V848 11756 242841 SH SOLE 0 0 242841 SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP 78467Y107 38 77 SH SOLE 0 0 77 SALESFORCE COM INC COM 79466L302 32 132 SH SOLE 0 0 132 SCHWAB CHARLES CORP COM 808513105 33 455 SH SOLE 0 0 455 SCHWAB STRATEGIC TR US BRD MKT ETF 808524102 243 2328 SH SOLE 0 0 2328 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 83 796 SH SOLE 0 0 796 SCHWAB STRATEGIC TR US MID-CAP ETF 808524508 24 311 SH SOLE 0 0 311 SCHWAB STRATEGIC TR SCHWB FDT INT LG 808524755 1075 32294 SH SOLE 0 0 32294 SCHWAB STRATEGIC TR US DIVIDEND EQ 808524797 234 3100 SH SOLE 0 0 3100 SCHWAB STRATEGIC TR INTL EQTY ETF 808524805 4 102 SH SOLE 0 0 102 SCHWAB STRATEGIC TR US AGGREGATE B 808524839 520 9515 SH SOLE 0 0 9515 SELECT SECTOR SPDR TR SBI HEALTHCARE 81369Y209 15 121 SH SOLE 0 0 121 SELECT SECTOR SPDR TR SBI CONS STPLS 81369Y308 28 404 SH SOLE 0 0 404 SELECT SECTOR SPDR TR SBI CONS DISCR 81369Y407 13 73 SH SOLE 0 0 73 SELECT SECTOR SPDR TR SBI INT-INDS 81369Y704 17 168 SH SOLE 0 0 168 SELECT SECTOR SPDR TR TECHNOLOGY 81369Y803 14 95 SH SOLE 0 0 95 SELECT SECTOR SPDR TR SBI INT-UTILS 81369Y886 3 40 SH SOLE 0 0 40 SEMPRA ENERGY COM 816851109 22 167 SH SOLE 0 0 167 SIRIUS XM HOLDINGS INC COM 82968B103 0 14 SH SOLE 0 0 14 SLACK TECHNOLOGIES INC COM CL A 83088V102 110 2482 SH SOLE 0 0 2482 SONOS INC COM 83570H108 7 200 SH SOLE 0 0 200 SOURCE CAP INC COM 836144105 8 174 SH SOLE 0 0 174 SOUTHWEST AIRLS CO COM 844741108 1 20 SH SOLE 0 0 20 STARBUCKS CORP COM 855244109 1959 17523 SH SOLE 0 0 17523 STATE STR CORP COM 857477103 49 600 SH SOLE 0 0 600 STRYKER CORPORATION COM 863667101 1358 5229 SH SOLE 0 0 5229 T-MOBILE US INC COM 872590104 48 330 SH SOLE 0 0 330 TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS 874039100 72 600 SH SOLE 0 0 600 TELADOC HEALTH INC COM 87918A105 17 100 SH SOLE 0 0 100 TERADYNE INC COM 880770102 13 100 SH SOLE 0 0 100 TESLA INC COM 88160R101 7 10 SH SOLE 0 0 10 TEXAS INSTRS INC COM 882508104 14 75 SH SOLE 0 0 75 THERMO FISHER SCIENTIFIC INC COM 883556102 197 391 SH SOLE 0 0 391 3M CO COM 88579Y101 2058 10362 SH SOLE 0 0 10362 TILRAY INC COM CL 2 88688T100 4 194 SH SOLE 0 0 194 TOLL BROTHERS INC COM 889478103 17 300 SH SOLE 0 0 300 TRACTOR SUPPLY CO COM 892356106 93 500 SH SOLE 0 0 500 TWILIO INC CL A 90138F102 32 80 SH SOLE 0 0 80 US BANCORP DEL COM NEW 902973304 2931 51444 SH SOLE 0 0 51444 UBER TECHNOLOGIES INC COM 90353T100 11 212 SH SOLE 0 0 212 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 36 164 SH SOLE 0 0 164 UNITED AIRLS HLDGS INC COM 910047109 2 36 SH SOLE 0 0 36 UNITED PARCEL SERVICE INC CL B 911312106 45 215 SH SOLE 0 0 215 URBAN OUTFITTERS INC COM 917047102 1 20 SH SOLE 0 0 20 VANGUARD SPECIALIZED FUNDS DIV APP ETF 921908844 3 18 SH SOLE 0 0 18 VANGUARD STAR FDS VG TL INTL STK F 921909768 397 6044 SH SOLE 0 0 6044 VANGUARD BD INDEX FDS INTERMED TERM 921937819 5 60 SH SOLE 0 0 60 VANGUARD BD INDEX FDS TOTAL BND MRKT 921937835 144 1682 SH SOLE 0 0 1682 VANGUARD TAX-MANAGED INTL FD FTSE DEV MKT ETF 921943858 76 1483 SH SOLE 0 0 1483 VANGUARD WHITEHALL FDS HIGH DIV YLD 921946406 635 6062 SH SOLE 0 0 6062 VANGUARD CHARLOTTE FDS INTL BD IDX ETF 92203J407 582 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 22 404 SH SOLE 0 0 404 VANGUARD INTL EQUITY INDEX F FTSE EUROPE ETF 922042874 38 565 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 52 297 SH SOLE 0 0 297 VANGUARD INDEX FDS MID CAP ETF 922908629 75 314 SH SOLE 0 0 314 VANGUARD INDEX FDS LARGE CAP ETF 922908637 1124 5597 SH SOLE 0 0 5597 VANGUARD INDEX FDS EXTEND MKT ETF 922908652 16 84 SH SOLE 0 0 84 VANGUARD INDEX FDS GROWTH ETF 922908736 13 45 SH SOLE 0 0 45 VANGUARD INDEX FDS SMALL CP ETF 922908751 55 246 SH SOLE 0 0 246 VANGUARD INDEX FDS TOTAL STK MKT 922908769 785 3522 SH SOLE 0 0 3522 VERIZON COMMUNICATIONS INC COM 92343V104 2413 43067 SH SOLE 0 0 43067 VIACOMCBS INC CL B 92556H206 12 265 SH SOLE 0 0 265 VIATRIS INC COM 92556V106 1 53 SH SOLE 0 0 53 VILLAGE FARMS INTL INC COM 92707Y108 10 941 SH SOLE 0 0 941 VIRGIN GALACTIC HOLDINGS INC COM 92766K106 1 19 SH SOLE 0 0 19 VISA INC COM CL A 92826C839 5991 25621 SH SOLE 0 0 25621 VODAFONE GROUP PLC NEW SPONSORED ADR 92857W308 12 718 SH SOLE 0 0 718 WALMART INC COM 931142103 42 300 SH SOLE 0 0 300 WASTE MGMT INC DEL COM 94106L109 81 579 SH SOLE 0 0 579 WATSCO INC COM 942622200 19 66 SH SOLE 0 0 66 WELLS FARGO CO NEW COM 949746101 250 5516 SH SOLE 0 0 5516 WESTPORT FUEL SYSTEMS INC COM NEW 960908309 0 10 SH SOLE 0 0 10 WEYERHAEUSER CO MTN BE COM NEW 962166104 11 320 SH SOLE 0 0 320 WILLSCOT MOBIL MINI HLDNG CO COM CL A 971378104 10 360 SH SOLE 0 0 360 WISDOMTREE INVTS INC COM 97717P104 0 20 SH SOLE 0 0 20 WISDOMTREE TR EMG MKTS SMCAP 97717W281 3 54 SH SOLE 0 0 54 WISDOMTREE TR EMER MKT HIGH FD 97717W315 4 93 SH SOLE 0 0 93 WISDOMTREE TR US MIDCAP DIVID 97717W505 498 11870 SH SOLE 0 0 11870 WISDOMTREE TR US MIDCAP FUND 97717W570 810 15468 SH SOLE 0 0 15468 WISDOMTREE TR US SMALLCAP DIVD 97717W604 2645 82943 SH SOLE 0 0 82943 WISDOMTREE TR INTL SMCAP DIV 97717W760 4 49 SH SOLE 0 0 49 WORKDAY INC CL A 98138H101 1193 4995 SH SOLE 0 0 4995 WORKIVA INC COM CL A 98139A105 14 130 SH SOLE 0 0 130 ZEBRA TECHNOLOGIES CORPORATI CL A 989207105 170 321 SH SOLE 0 0 321 ZIONS BANCORPORATION N A COM 989701107 32 613 SH SOLE 0 0 613 AMBARELLA INC SHS G037AX101 2 15 SH SOLE 0 0 15 ACCENTURE PLC IRELAND SHS CLASS A G1151C101 2377 8065 SH SOLE 0 0 8065 COCA-COLA EUROPACIFIC PARTNE SHS G25839104 15 255 SH SOLE 0 0 255 ICON PLC SHS G4705A100 21 100 SH SOLE 0 0 100 MEDTRONIC PLC SHS G5960L103 48 385 SH SOLE 0 0 385 REINVENT TECHNOLOGY PARTNERS CL A G7483N129 26 2570 SH SOLE 0 0 2570 TPG PACE BEN FIN CORP CL A COM G8990D125 2 151 SH SOLE 0 0 151 ARRIVAL GROUP SHS L0423Q108 0 12 SH SOLE 0 0 12 CHECK POINT SOFTWARE TECH LT ORD M22465104 14 124 SH SOLE 0 0 124 AERCAP HOLDINGS NV SHS N00985106 11 214 SH SOLE 0 0 214