Instuitional Investor - Horizon Family Wealth, Inc.
Fund Profile
Filing Period:
| Fund Name: | Horizon Family Wealth, Inc. |
| Portfolio Value | $118,829,251 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Goldman Sachs Etf Tr | 210,734 | $19,768,921 | 16.63% | |
| 2. | Vanguard Index Fds | 42,357 | $13,168,039 | 11.08% | |
| 3. | Goldman Sachs Etf Tr | 342,708 | $11,192,847 | 9.41% | |
| 4. | Vanguard Index Fds | 45,888 | $10,675,452 | 8.98% | |
| 5. | IEF | 135,027 | $10,140,566 | 8.53% |
