Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $184,844,681 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 37,596 | $15,430,875 | 8.34% | |
| 2. | Vanguard Whitehall Funds | 106,641 | $13,606,358 | 7.36% | |
| 3. | AAPL | 35,501 | $8,890,263 | 4.8% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 33,556 | $8,062,902 | 4.36% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 29,796 | $5,835,017 | 3.15% |
