Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| HORIZONS WEALTH MANAGEMENT | 07-22-2024 | 06-30-2024 | 175 | 126,430,496 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD LARGE-CAP ETF | ETF | 1 | $13,104,995 | 52,068 | 0.01 | 0.01 | -19,991 | -27.74 | 06-30-2024 |
| VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 2 | $10,569,024 | 210,036 | 0.01 | 0.01 | -71,230 | -25.32 | 06-30-2024 |
| VANGUARD REAL ESTATE ETF | ETF | 3 | $9,452,672 | 106,461 | 0.01 | 0.01 | -29,102 | -21.47 | 06-30-2024 |
| VANGUARD MID-CAP ETF | ETF | 4 | $8,984,066 | 36,210 | 0.01 | 0.01 | -13,230 | -26.76 | 06-30-2024 |
