Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $217,542,727 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 35,850 | $17,194,342 | 7.9% | |
| 2. | Vanguard Whitehall Funds | 108,685 | $15,319,160 | 7.04% | |
| 3. | AAPL | 32,696 | $8,325,603 | 3.83% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 31,729 | $8,068,218 | 3.71% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 28,063 | $6,055,885 | 2.78% |
Hedge Fund Resource Center 
