Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORIZONS WEALTH MANAGEMENT | 04-03-2024 | 03-31-2024 | 15262 | 152,626,779 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP ETF | ETF | 1 | $15,719,702 | 72,059 | 0.01 | 0.01 | 4,258 | 6.28 | 03-31-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $13,472,628 | 281,266 | 0.01 | 0.01 | 6,286 | 2.29 | 03-31-2024 |
| VANGUARD REAL ESTATE ETF | ETF | 3 | $11,978,337 | 135,563 | 0.01 | 0.01 | -2,924 | -2.11 | 03-31-2024 |
| VANGUARD MID-CAP ETF | ETF | 4 | $11,501,790 | 49,440 | 0.01 | 0.01 | 729 | 1.50 | 03-31-2024 |
