Instuitional Investor - Horizons Wealth Management
Fund Profile
Filing Period:
Fund Name: | Horizons Wealth Management |
Portfolio Value | $134,356,133 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large-Cap Etf - ETF | 50,837 | $13,066,634 | 9.73% | |
2. | Vanguard Ftse Developed Markets Etf - ETF | 211,454 | $10,748,207 | 8% | |
3. | Vanguard Real Estate Etf - ETF | 111,043 | $10,053,860 | 7.48% | |
4. | Vanguard Mid-Cap Etf - ETF | 36,759 | $9,506,613 | 7.08% | |
5. | Vanguard Small-Cap Etf - ETF | 38,737 | $8,589,930 | 6.39% |