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CIK: 0001943228
Total reported value
$152.5M
$152.5M
182 檔
41.9%
At the close of Q1 2024, Horizons Wealth Management disclosed equity holdings valued at approximately $152.5M, spread across 182 reported holdings.
During Q1 2024, Horizons Wealth Management's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including VV, VEA, VNQ) accounted for 41.9% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | VV | Vanguard Large-cap ETF | ETF-Other | 10.30% | -0.48% | — | |
| 2 | VEA | Vanguard Ftse Developed ETF | ETF-Other | 8.83% | -0.01% | — | |
| 3 | VNQ | Vanguard Real Estate ETF | ETF-Other | 7.85% | +0.13% | — | |
| 4 | VO | Vanguard Mid-cap ETF | ETF-Other | 7.54% | -0.02% | — | |
| 5 | VB | Vanguard Small-cap ETF | ETF-Other | 7.29% | — | — | |
| 6 | TIP | Ishares Tips Bond ETF | ETF-Other | 4.54% | +0.05% | — | |
| 7 | BND | Vanguard Total Bond Market | ETF-Other | 4.45% | +0.05% | — | |
| 8 | BNDX | Vanguard Total Intl Bond ETF | ETF-Other | 4.09% | -0.11% | — | |
| 9 | BSCO | Invesco Bulletshares 2024 Cb | ETF-Other | 3.48% | — | — | |
| 10 | CMDY | Ishares Bloomberg Roll Selec | ETF-Other | 2.83% | +0.59% | — | |
| 11 | BSCP | Invesco Bulletshares 2025 Cb | ETF-Other | 2.75% | — | — | |
| 12 | BSCQ | Invesco Bulletshares 2026 Cb | ETF-Other | 2.72% | +0.07% | — | |
| 13 | BSCR | Invesco Bulletshares 2027 Cb | ETF-Other | 2.61% | +0.09% | — | |
| 14 | BSCS | Invesco Bulletshares 2028 Cb | ETF-Other | 2.60% | +0.11% | — | |
| 15 | BSCT | Invesco Bulletshares 2029 Cb | ETF-Other | 2.54% | +0.10% | — | |
| 16 | BLV | Vanguard Long-term Bond ETF | ETF-Other | 2.00% | — | — | |
| 17 | BSJO | Invesco Bulletshares 2024 Hy | ETF-Other | 1.96% | — | — | |
| 18 | BSJP | Invesco Bulletshares 2025 Hy | ETF-Other | 1.95% | — | — | |
| 19 | EFA | Ishares Msci Eafe ETF | ETF-Other | 1.25% | +0.16% | — | |
| 20 | XLRE | Ss Real Estate Select Sector | ETF-Other | 0.98% | — | — | |
| 21 | IAGG | Ishares Intl Aggregate Bond | ETF-Other | 0.78% | +0.10% | — | |
| 22 | IBTG | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.77% | — | — | |
| 23 | TLT | iShares 20+ Year Treasury Bond ETF | ETF-Gov Bonds | 0.74% | — | — | |
| 24 | AGG | Ishares Core U.s. Aggregate | ETF-Other | 0.70% | -0.01% | — | |
| 25 | BSCU | Invesco Bulletshares 2030 Cb | ETF-Other | 0.69% | -0.04% | — | |
| 26 | IBTE | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.60% | — | — | |
| 27 | ICF | Ishares Select U.s. Reit ETF | ETF-Other | 0.59% | -0.06% | — | |
| 28 | BSGT | Invesco Bulletshares 2029 Treasury Bond ETF | ETF-Gov Bonds | 0.55% | — | — | |
| 29 | IJR | Ishares Core S&p Small-cap E | ETF-Small Cap | 0.55% | +0.02% | — | |
| 30 | AAPL | Apple Inc | Stock-Tech | 0.53% | -0.06% | — | |
| 31 | SCHP | Schwab U.s. Tips ETF | ETF-Other | 0.51% | — | — | |
| 32 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 0.48% | -0.03% | — | |
| 33 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 0.45% | — | — | |
| 34 | BSMO | Invesco Bulletshares 2024 Mb | ETF-Other | 0.39% | — | — | |
| 35 | VWO | Vanguard Ftse Emerging Marke | ETF-Emerging Markets | 0.37% | -0.01% | — | |
| 36 | RSP | Invesco S&p 500 Equal Weight | ETF-Large Cap & Growth | 0.37% | — | — | |
| 37 | BRK-B | Berkshire Hathaway Inc-cl B | Stock-Other | 0.33% | -0.17% | — | |
| 38 | WPS | Ishares International Develo | ETF-Other | 0.30% | — | — | |
| 39 | BSMS | Invesco Bulletshares 2028 Mb | ETF-Other | 0.29% | — | — | |
| 40 | BSMT | Invesco Bulletshares 2029 Mb | ETF-Other | 0.29% | — | — | |
| 41 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.29% | -0.04% | — | |
| 42 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.28% | -0.02% | — | |
| 43 | HD | Home Depot Inc | Stock-Consumer Disc | 0.26% | -0.01% | — | |
| 44 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.26% | -0.11% | — | |
| 45 | VTEB | Vanguard Tax-exempt Bond ETF | ETF-Other | 0.25% | — | — | |
| 46 | IBDR | Ishares Ibonds Dec 2026 Term | ETF-Other | 0.23% | -0.02% | — | |
| 47 | BSMR | Invesco Bulletshares 2027 Mb | ETF-Other | 0.23% | — | — | |
| 48 | IBDQ | Ishares Ibonds Dec 2025 Term | ETF-Other | 0.22% | — | — | |
| 49 | SHY | Ishares 1-3 Year Treasury Bo | ETF-Gov Bonds | 0.21% | -0.01% | — | |
| 50 | IBDP | Ishares Ibonds Dec 2024 Term | ETF-Other | 0.21% | — | — |
According to official SEC Form 13F filings, Horizons Wealth Management reported a total U.S. public equity portfolio value of $152.5M across 182 disclosed positions in Q1 2024.
During Q1 2024, Horizons Wealth Management's top holdings by market value included VV (10.3%)、VEA (8.8%)、VNQ (7.8%). The largest single position, VV, represented 10.3% of total portfolio value.
In Q1 2024, Horizons Wealth Management made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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