Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $197,878,778 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 36,702 | $16,090,302 | 8.13% | |
| 2. | Vanguard Whitehall Funds | 105,789 | $14,102,678 | 7.13% | |
| 3. | Vanguard Index Fds - SMALL CP ETF | 32,288 | $7,651,516 | 3.87% | |
| 4. | AAPL | 34,935 | $7,167,536 | 3.62% | |
| 5. | J P Morgan Exchange Traded F - ULTRA SHRT ETF | 114,660 | $5,810,944 | 2.94% |
