HBC Financial Services, PLLC

Q4 2024 13F Holdings

  • Location
    seattle, WA
  • Num holdings

    202

  • Value ($000)

    $163

  • Date Filed
    01/16/2025
  • Form type
    13F-HR
  • CIK
    0001802872
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IWB
IWB

iShares Russell 1000 ETF

EXCHANGE-TRADED FUND
464287622
$49.21K
30 %

152,745

IJH
IJH

iShares Core S&P Mid-Cap ETF

EXCHANGE-TRADED FUND
464287507
$47.62K
29 %

764,313

MUB
MUB

iShares National Muni Bond ETF

EXCHANGE-TRADED FUND
464288414
$15.26K
9 %

143,173

AGG
AGG

iShares Core US Aggregate Bond ETF

EXCHANGE-TRADED FUND
464287226
$12.97K
8 %

133,863

MSFT
MSFT

Microsoft Corp

STOCK
594918104
$6.76K
4 %

16,041

SBUX
SBUX

Starbucks Corp

STOCK
855244109
$3.92K
2 %

43,020

VB
VB

Vanguard Small-Cap ETF

EXCHANGE-TRADED FUND
922908751
$3.49K
2 %

14,544

AAPL
AAPL

Apple Inc

STOCK
037833100
$2.61K
2 %

10,413

VTI
VTI

Vanguard Total Stock Market ETF

EXCHANGE-TRADED FUND
922908769
$2.41K
2 %

8,309

VIG
VIG

Vanguard Dividend Appreciation ETF

EXCHANGE-TRADED FUND
921908844
$1.91K
1 %

9,764

Rows Per Page
10
  • 10
  • 50
  • 100
1 - 10 of 202