Instuitional Investor - Horizons Wealth Management
Fund Profile
Filing Period:
Fund Name: | Horizons Wealth Management |
Portfolio Value | $131,155,347 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large-Cap Etf | 50,904 | $13,728,809 | 10.46% | |
2. | Vanguard Ftse Developed Markets Etf | 208,612 | $9,975,826 | 7.6% | |
3. | Vanguard Real Estate Etf | 107,646 | $9,588,527 | 7.31% | |
4. | Vanguard Mid-Cap Etf | 35,792 | $9,453,741 | 7.2% | |
5. | Vanguard Small-Cap Etf | 38,573 | $9,268,320 | 7.06% |