Instuitional Investor - Horizon Family Wealth, Inc.
Fund Profile
Filing Period:
| Fund Name: | Horizon Family Wealth, Inc. |
| Portfolio Value | $150,501,138 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 193,810 | $22,322,998 | 14.83% | |
| 2. | Vanguard Index Fds | 34,361 | $14,102,926 | 9.37% | |
| 3. | Goldman Sachs Etf Tr | 370,540 | $12,353,807 | 8.2% | |
| 4. | IEF | 95,582 | $9,704,392 | 6.44% | |
| 5. | Spdr Ser Tr | 92,480 | $9,169,413 | 6.09% |
