Instuitional Investor - Howard Wealth Management, Llc
Fund Profile
Filing Period:
| Fund Name: | Howard Wealth Management, Llc |
| Portfolio Value | $179,439,233 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Index Fds - GROWTH ETF | 36,675 | $13,599,946 | 7.58% | |
| 2. | Vanguard Whitehall Funds | 104,405 | $13,464,196 | 7.5% | |
| 3. | AAPL | 35,249 | $7,829,955 | 4.36% | |
| 4. | Vanguard Index Fds - SMALL CP ETF | 32,253 | $7,152,236 | 3.99% | |
| 5. | Vanguard Specialized Funds - DIV APP ETF | 28,929 | $5,611,980 | 3.13% |
