$125 Thousand is the total value of Horizons Wealth Management's 125059 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| BSCT | New | INVESCO BULLETSHARES 2029 CORPORATE BOND ETFetf | $477 | – | 26,784 | +100.0% | 0.38% | – |
| IBTF | New | ISHARES IBONDS DEC 2025 TERM TREASURY ETFetf | $294 | – | 12,645 | +100.0% | 0.24% | – |
| IBTE | New | ISHARES IBONDS DEC 2024 TERM TREASURY ETFetf | $288 | – | 12,095 | +100.0% | 0.23% | – |
| IBTD | New | ISHARES IBONDS DEC 2023 TERM TREASURY ETFetf | $242 | – | 9,820 | +100.0% | 0.19% | – |
| TRV | New | TRAVELERS COMPANIES INC COMstock | $168 | – | 896 | +100.0% | 0.13% | – |
| VNQI | New | VANGUARD GLOBAL EX-U.S. REAL ESTATE ETFetf | $110 | – | 2,668 | +100.0% | 0.09% | – |
| BSMT | New | INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETFetf | $66 | – | 2,876 | +100.0% | 0.05% | – |
| IBTG | New | ISHARES IBONDS DEC 2026 TERM TREASURY ETFetf | $53 | – | 2,330 | +100.0% | 0.04% | – |
| ANET | New | ARISTA NETWORKS INC COMstock | $24 | – | 200 | +100.0% | 0.02% | – |
| IEMG | New | ISHARES CORE MSCI EMERGING MARKETS ETFetf | $13 | – | 279 | +100.0% | 0.01% | – |
| New | STRIVE U.S. ENERGY ETFetf | $1 | – | 19 | +100.0% | 0.00% | – | |
| VTRS | New | VIATRIS INC COMstock | $1 | – | 116 | +100.0% | 0.00% | – |
| STAG | New | STAG INDL INC COMreit | $0 | – | 6 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-03
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.