Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $229,003,972 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 35,930 | $17,528,990 | 7.65% | |
| 2. | Vanguard Whitehall Funds | 111,875 | $16,056,428 | 7.01% | |
| 3. | AAPL | 32,341 | $8,792,258 | 3.84% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 31,862 | $8,219,019 | 3.59% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 27,091 | $5,954,197 | 2.6% |
Hedge Fund Resource Center 
