Instuitional Investor - Horizon Family Wealth, Inc.
Fund Profile
Filing Period:
| Fund Name: | Horizon Family Wealth, Inc. |
| Portfolio Value | $149,983,349 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 212,130 | $23,351,280 | 15.57% | |
| 2. | Goldman Sachs Etf Tr | 396,097 | $14,120,862 | 9.41% | |
| 3. | Vanguard Index Fds - GROWTH ETF | 33,164 | $12,297,781 | 8.2% | |
| 4. | Spdr Ser Tr | 116,686 | $11,609,119 | 7.74% | |
| 5. | IEF | 97,869 | $9,085,173 | 6.06% |
