Instuitional Investor - Horizons Wealth Management
Fund Profile
Filing Period:
| Fund Name: | Horizons Wealth Management |
| Portfolio Value | $146,799,021 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 50,514 | $15,551,240 | 10.59% | |
| 2. | Vanguard Ftse Developed Markets Etf - ETF | 216,017 | $12,943,739 | 8.82% | |
| 3. | Vanguard Mid-Cap Etf - ETF | 37,552 | $11,030,524 | 7.51% | |
| 4. | Vanguard Real Estate Etf - ETF | 114,432 | $10,461,340 | 7.13% | |
| 5. | Vanguard Small-Cap Etf - ETF | 40,091 | $10,194,339 | 6.94% |