HBC Financial Services, PLLC 13F Holdings

CIK 0001802872 · SEATTLE, WA

As of Dec 31, 2024, HBC Financial Services, PLLC reported 202 positions worth 63.2K in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
ISHARES RUSSELL 1000 ETFIWB—152,745$49.2K30.15%
ISHARES CORE S&P MID-CAP ETFIJH—764,313$47.6K29.18%
ISHARES NATIONAL MUNI BOND ETFMUB—143,173 5.3K9.35%
ISHARES CORE US AGGREGATE BOND ETFAGG—133,863 3.0K7.95%
MICROSOFT CORPMSFTTechnology16,041$6.8K4.14%
STARBUCKS CORPSBUXConsumer Cyclical43,020$3.9K2.41%
VANGUARD SMALL-CAP INDEX FUNDVB—14,544$3.5K2.14%
APPLE INCAAPLTechnology10,413$2.6K1.60%
VANGUARD TOTAL STOCK MKT ETFVTI—8,309$2.4K1.48%
VANGUARD DIVIDEND APPREC ETFVIG—9,764 .9K1.17%
COSTCO WHOLESALE CORPCOSTConsumer Defensive1,529 .4K0.86%
ISHARES CORE S&P 500 ETFIVV—2,212 .3K0.80%
TESLA INCTSLAConsumer Cyclical2,722 .1K0.67%
AMAZON.COM INCAMZNEquity4,953 .1K0.67%
BERKSHIRE HATHAWAY INCBRK/BFinancial Services1,658$751.00.46%
BERKSHIRE HATHAWAY INCBRK.AFinancial Services1$680.00.42%
THERMO FISHER SCIENTIFIC INCTMOHealthcare1,015$528.00.32%
SCHWAB FUNDAMENTAL EMERGING MARKETS EQUITY ETFFNDE—18,455$504.00.31%
WALMART INCWMTConsumer Defensive5,500$498.00.31%
LOCKHEED MARTIN CORPLMTIndustrials1,012$491.00.30%
ISHARES RUSSELL MID-CAP ETFIWR—5,266$465.00.28%
HOME DEPOT INCHDConsumer Cyclical1,000$389.00.24%
ISHARES MSCI EAFE ETFEFA—4,472$338.00.21%
JPMORGAN CHASE & COJPMFinancial Services1,238$296.00.18%
CHUBB LTDCBFinancial Services1,000$276.00.17%