Instuitional Investor - Horizons Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Horizons Wealth Management |
| Portfolio Value | $152,610,622 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 51,359 | $16,167,813 | 10.59% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 218,422 | $13,644,822 | 8.94% | |
| 3. | Vanguard Mid-Cap Etf - ETF | 38,448 | $11,158,379 | 7.31% | |
| 4. | Vanguard Small-Cap Etf - ETF | 41,077 | $10,595,812 | 6.94% | |
| 5. | Vanguard Real Estate Etf - ETF | 115,286 | $10,201,652 | 6.68% |