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Lily Hsieh

Hc Advisors, Llc

Assets Managed
$149.412M
Holdings
60
Last Quarter
2026 - Q1
Filed Date
1mo 6d ago
Growth Rate
3.38%(2Q avg: 2.47%)
Sustained Growth
7 quarters

Portfolio positions

This chart displays the top 10 holdings in Hc Advisors, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 60 positions.

Assets under management

The assets under management (AUM) of Hc Advisors, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 7 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 149.412M in assets, with a quarterly growth rate of 3.38% and a 2-quarter average growth rate of 2.47%. The portfolio is managed by Lily Hsieh, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
SCHR
Schwab Intermediate-term Us
Recent Activity
Increased 4.88%
15%
$22.406M
899,471 shares@ $24.92 avg price
IYW
Ishares Ustechnology Etf
Recent Activity
Increased 7.27%
10.82%
$16.151M
89,028 shares@ $181.43 avg price
FDL
First Trust Morn Dvd Lead In
Recent Activity
Decreased -2.79%
9.96%
$14.869M
292,704 shares@ $50.8 avg price
SCHE
Schwab Emrg Mrkts Eqty Etf
Recent Activity
Decreased -3.02%
6.93%
$10.344M
313,928 shares@ $32.96 avg price
SCHG
Schwab Us Large-cap Growth
Recent Activity
Increased 13.13%
5.6%
$8.364M
287,141 shares@ $29.13 avg price
DES
Wisdomtree Us Smallcap Divid
Recent Activity
Increased 0.78%
4.97%
$7.423M
206,534 shares@ $35.95 avg price
SCHD
Schwab Us Dvd Equity Etf
Recent Activity
Increased 6.02%
3.9%
$5.813M
189,456 shares@ $30.68 avg price
VDC
Vanguard Consumer Staple Etf
Recent Activity
Increased 16.8%
3.56%
$5.317M
23,675 shares@ $224.59 avg price
SCHZ
Schwab Us Aggregate Bond Etf
Recent Activity
Increased 16.34%
3.54%
$5.286M
227,649 shares@ $23.23 avg price
IYH
Ishares U.s. Healthcare Etf
Recent Activity
Decreased -1.65%
2.99%
$4.458M
72,329 shares@ $61.65 avg price

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