$109 Million is the total value of Horizons Wealth Management's 108560 reported holdings in Q3 2022. The portfolio turnover from Q2 2022 to Q3 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-10-04
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND | 7 | Q4 2023 | 10.3% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 7 | Q4 2023 | 9.1% |
| VANGUARD REAL ESTATE ETF | 7 | Q4 2023 | 9.1% |
| VANGUARD MID-CAP INDEX FUND | 7 | Q4 2023 | 8.5% |
| VANGUARD SMALL-CAP INDEX FUND | 7 | Q4 2023 | 7.8% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | 7 | Q4 2023 | 5.6% |
| ISHARES TIPS BOND ETF | 7 | Q4 2023 | 5.2% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | 7 | Q4 2023 | 4.8% |
| INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | 7 | Q4 2023 | 3.5% |
| INVESCO BULLETSHARES 2025 CORPORATE BOND ETF | 7 | Q4 2023 | 2.9% |
View Horizons Wealth Management's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-03 |
| 13F-HR | 2024-01-08 |
| 13F-HR | 2023-10-12 |
| 13F-HR | 2023-07-03 |
| 13F-HR | 2023-04-06 |
| 13F-HR | 2023-01-03 |
| 13F-HR | 2022-10-04 |
| 13F-HR | 2022-08-19 |
View Horizons Wealth Management'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.