| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| GOLDMAN SACHS ETF TR | 11 | Q2 2024 | 17.1% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 12.1% |
| VANGUARD INDEX FDS | 11 | Q2 2024 | 10.7% |
| GOLDMAN SACHS ETF TR | 11 | Q2 2024 | 9.6% |
| ISHARES TR | 11 | Q2 2024 | 8.7% |
| SPDR SER TR | 11 | Q2 2024 | 4.5% |
| ISHARES TR | 11 | Q2 2024 | 3.3% |
| ISHARES TR | 11 | Q2 2024 | 3.0% |
| INVESCO EXCHANGE TRADED FD T | 11 | Q2 2024 | 2.6% |
| FLEXSHARES TR | 11 | Q2 2024 | 4.7% |
View Horizon Family Wealth, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-08 |
| N-PX | 2024-08-01 |
| 13F-HR | 2024-05-09 |
| 13F-HR | 2024-02-08 |
| 13F-HR/A | 2023-11-15 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-11 |
| 13F-HR | 2023-05-08 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-10-31 |
View Horizon Family Wealth, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.