HHM Wealth Advisors, LLC Q4 2022 Filing
Filed January 19, 2023
Portfolio Value
$437K
Holdings
693
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (693 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SCHDSCHWAB STRATEGIC TR | 1,286,305 | $97K | 22.20% | |
| 2 | SCHBSCHWAB STRATEGIC TR | 1,521,553 | $68K | 15.56% | |
| 3 | SCHGSCHWAB STRATEGIC TR | 942,907 | $52K | 11.90% | |
| 4 | SCHMSCHWAB STRATEGIC TR | 505,595 | $33K | 7.55% | |
| 5 | SCHFSCHWAB STRATEGIC TR | 442,644 | $14K | 3.20% | |
| 6 | CALFPACER FDS TR | 363,715 | $13K | 2.97% | |
| 7 | VNQVANGUARD INDEX FDS | 139,999 | $11K | 2.52% | |
| 8 | FNDESCHWAB STRATEGIC TR | 398,032 | $9K | 2.06% | |
| 9 | SCHASCHWAB STRATEGIC TR | 245,015 | $9K | 2.06% | |
| 10 | VIGVANGUARD SPECIALIZED FUNDS | 54,190 | $8K | 1.83% | |
| 11 | USMVISHARES TR | 73,746 | $5K | 1.14% | |
| 12 | FNDFSCHWAB STRATEGIC TR | 173,350 | $5K | 1.14% | |
| 13 | AAPLAPPLE INC | 42,821 | $5K | 1.14% | |
| 14 | MSFTMICROSOFT CORP | 16,946 | $4K | 0.92% | |
| 15 | FNDASCHWAB STRATEGIC TR | 88,983 | $4K | 0.92% | |
| 16 | TFISPDR SER TR | 74,652 | $3K | 0.69% | |
| 17 | ISTBISHARES TR | 75,940 | $3K | 0.69% | |
| 18 | JPUSJ P MORGAN EXCHANGE TRADED F | 34,210 | $3K | 0.69% | |
| 19 | CWISPDR INDEX SHS FDS | 94,644 | $2K | 0.46% | |
| 20 | VCSHVANGUARD SCOTTSDALE FDS | 28,035 | $2K | 0.46% | |
| 21 | FNDBSCHWAB STRATEGIC TR | 44,749 | $2K | 0.46% | |
| 22 | NSCNORFOLK SOUTHN CORP | 9,426 | $2K | 0.46% | |
| 23 | RWOSPDR INDEX SHS FDS | 50,877 | $2K | 0.46% | |
| 24 | VUGVANGUARD INDEX FDS | 7,518 | $1K | 0.23% | |
| 25 | XLRESELECT SECTOR SPDR TR | 31,505 | $1K | 0.23% | |
| 26 | SPHQINVESCO EXCHANGE TRADED FD T | 28,791 | $1K | 0.23% | |
| 27 | BBAXJ P MORGAN EXCHANGE TRADED F | 28,311 | $1K | 0.23% | |
| 28 | HCAHCA HEALTHCARE INC | 5,454 | $1K | 0.23% | |
| 29 | LLYLILLY ELI & CO | 2,892 | $1K | 0.23% | |
| 30 | PGPROCTER AND GAMBLE CO | 7,297 | $1K | 0.23% | |
| 31 | SOSOUTHERN CO | 17,659 | $1K | 0.23% | |
| 32 | RSPINVESCO EXCHANGE TRADED FD T | 7,876 | $1K | 0.23% | |
| 33 | SCHHSCHWAB STRATEGIC TR | 92,599 | $1K | 0.23% | |
| 34 | MOATVANECK ETF TRUST | 25,439 | $1K | 0.23% | |
| 35 | HDHOME DEPOT INC | 5,054 | $1K | 0.23% | |
| 36 | AMZNAMAZON COM INC | 19,376 | $1K | 0.23% | |
| 37 | VVISA INC | 1,291 | $0 | 0.00% | |
| 38 | TTDTHE TRADE DESK INC | 6,100 | $0 | 0.00% | |
| 39 | IGVISHARES TR | 36 | $0 | 0.00% | |
| 40 | ZBHZIMMER BIOMET HOLDINGS INC | 219 | $0 | 0.00% | |
| 41 | IPINTERNATIONAL PAPER CO | 455 | $0 | 0.00% | |
| 42 | KIMKIMCO RLTY CORP | 371 | $0 | 0.00% | |
| 43 | 7S3U S XPRESS ENTERPRISES INC | 12,000 | $0 | 0.00% | |
| 44 | WESTWESTROCK COFFEE CO | 3,500 | $0 | 0.00% | |
| 45 | SONYSONY GROUP CORPORATION | 298 | $0 | 0.00% | |
| 46 | MAAMID-AMER APT CMNTYS INC | 4,500 | $0 | 0.00% | |
| 47 | EQNREQUINOR ASA | 221 | $0 | 0.00% | |
| 48 | HALHALLIBURTON CO | 20 | $0 | 0.00% | |
| 49 | XELXCEL ENERGY INC | 36 | $0 | 0.00% | |
| 50 | METAMETA PLATFORMS INC | 828 | $0 | 0.00% | |
| 51 | T7DTRANSDIGM GROUP INC | 117 | $0 | 0.00% | |
| 52 | IDV*ISHARES TR | 1,033 | $0 | 0.00% | |
| 53 | VHTVANGUARD WORLD FDS | 1,365 | $0 | 0.00% | |
| 54 | TSLATESLA INC | 1,142 | $0 | 0.00% | |
| 55 | FFTYINNOVATOR ETFS TR | 365 | $0 | 0.00% | |
| 56 | PLDPROLOGIS INC. | 554 | $0 | 0.00% | |
| 57 | BHFBRIGHTHOUSE FINL INC | 40 | $0 | 0.00% | |
| 58 | CLCOLGATE PALMOLIVE CO | 910 | $0 | 0.00% | |
| 59 | IBBISHARES TR | 105 | $0 | 0.00% | |
| 60 | RIORIO TINTO PLC | 178 | $0 | 0.00% | |
| 61 | TELLEURTELLURIAN INC NEW | 980 | $0 | 0.00% | |
| 62 | QQQJINVESCO EXCH TRADED FD TR II | 168 | $0 | 0.00% | |
| 63 | XLUSELECT SECTOR SPDR TR | 300 | $0 | 0.00% | |
| 64 | SPHYSPDR SER TR | 1,125 | $0 | 0.00% | |
| 65 | ISRGINTUITIVE SURGICAL INC | 7 | $0 | 0.00% | |
| 66 | PSAPUBLIC STORAGE | 125 | $0 | 0.00% | |
| 67 | EBAEBAY INC. | 75 | $0 | 0.00% | |
| 68 | SAPSAP SE | 172 | $0 | 0.00% | |
| 69 | 7HPHP INC | 189 | $0 | 0.00% | |
| 70 | NFGNATIONAL FUEL GAS CO | 855 | $0 | 0.00% | |
| 71 | MPTMEDICAL PPTYS TRUST INC | 1,350 | $0 | 0.00% | |
| 72 | XYZBLOCK INC | 657 | $0 | 0.00% | |
| 73 | QQQINVESCO EXCH TRD SLF IDX FD | 8,167 | $0 | 0.00% | |
| 74 | SLVMSYLVAMO CORP | 41 | $0 | 0.00% | |
| 75 | TTETOTALENERGIES SE | 408 | $0 | 0.00% | |
| 76 | GDGENERAL DYNAMICS CORP | 8 | $0 | 0.00% | |
| 77 | GEVOGEVO INC | 57 | $0 | 0.00% | |
| 78 | BYDBOYD GAMING CORP | 14 | $0 | 0.00% | |
| 79 | LXPUSDLXP INDUSTRIAL TRUST | 2,060 | $0 | 0.00% | |
| 80 | RPMRPM INTL INC | 24 | $0 | 0.00% | |
| 81 | IGSBISHARES TR | 583 | $0 | 0.00% | |
| 82 | ETSYETSY INC | 4 | $0 | 0.00% | |
| 83 | GRNBARCLAYS BANK PLC | 115 | $0 | 0.00% | |
| 84 | BLESNORTHERN LTS FD TR IV | 2,975 | $0 | 0.00% | |
| 85 | NOBLPROSHARES TR | 200 | $0 | 0.00% | |
| 86 | RIVNRIVIAN AUTOMOTIVE INC | 1,280 | $0 | 0.00% | |
| 87 | EWSISHARES INC | 975 | $0 | 0.00% | |
| 88 | ATVIEURACTIVISION BLIZZARD INC | 1,298 | $0 | 0.00% | |
| 89 | QQQINVESCO EXCH TRD SLF IDX FD | 2,965 | $0 | 0.00% | |
| 90 | CSTRUSDCAPSTAR FINL HLDGS INC | 1,432 | $0 | 0.00% | |
| 91 | PNCPNC FINL SVCS GROUP INC | 13 | $0 | 0.00% | |
| 92 | ZMZOOM VIDEO COMMUNICATIONS IN | 50 | $0 | 0.00% | |
| 93 | DOCHEALTHPEAK PROPERTIES INC | 522 | $0 | 0.00% | |
| 94 | NXPINXP SEMICONDUCTORS N V | 258 | $0 | 0.00% | |
| 95 | HACKUSDETF MANAGERS TR | 100 | $0 | 0.00% | |
| 96 | SBACSBA COMMUNICATIONS CORP NEW | 62 | $0 | 0.00% | |
| 97 | NFLXNETFLIX INC | 652 | $0 | 0.00% | |
| 98 | CIMCHIMERA INVT CORP | 1,400 | $0 | 0.00% | |
| 99 | LIESUN LIFE FINANCIAL INC. | 33 | $0 | 0.00% | |
| 100 | CVXCHEVRON CORP NEW | 683 | $0 | 0.00% |
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