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Horizons Wealth Management Info
Size ($ in 1000's)
At 03/31/2024: $152,239
At 12/31/2023: $152,633

Horizons Wealth Management holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Horizons Wealth Management 13F filings. Link to 13F filings: SEC filings

Horizons Wealth Management Top Holdings
As of  03/31/2024, below is a summary of the Horizons Wealth Management top holdings by largest position size, as per the latest 13f filing made by Horizons Wealth Management. In the Horizons Wealth Management-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares held by Horizons Wealth Management in that top holding, then the share count change between reporting periods, and finally the Horizons Wealth Management top holding position size for that row.

   EntityAmountChange
 12/31/2023 to 03/31/2024		 Position Size
($ in 1000's)
VANGUARD LARGE CAP ETF (VV) 72,059 UNCH $15,720
     VV72,059UNCH$15,720
VANGUARD FTSE DEVELOPED MARKETS ETF (VEA) 281,266 UNCH $13,473
     VEA281,266UNCH$13,473
VANGUARD REAL ESTATE ETF (VNQ) 135,563 UNCH $11,978
     VNQ135,563UNCH$11,978
VANGUARD MID CAP ETF (VO) 49,440 UNCH $11,502
     VO49,440UNCH$11,502
VANGUARD SMALL CAP ETF (VB) 52,186 UNCH $11,133
     VB52,186UNCH$11,133
ISHARES TIPS BOND ETF (TIP) 64,522 UNCH $6,936
     TIP64,522UNCH$6,936
VANGUARD TOTAL BOND MARKET ETF (BND) 92,424 UNCH $6,798
     BND92,424UNCH$6,798
VANGUARD TOTAL INTERNATIONAL BOND ETF (BNDX) 126,449 UNCH $6,242
     BNDX126,449UNCH$6,242
INVESCO BULLETSHARES 2024 CORPORATE BOND ETF (BSCO) 254,273 UNCH $5,310
     BSCO254,273UNCH$5,310
ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF (CMDY) 91,803 UNCH $4,320
     CMDY91,803UNCH$4,320
INVESCO BULLETSHARES 2025 CORPORATE BOND ETF (BSCP) 205,396 UNCH $4,201
     BSCP205,396UNCH$4,201
INVESCO BULLETSHARES 2026 CORPORATE BOND ETF (BSCQ) 215,303 UNCH $4,155
     BSCQ215,303UNCH$4,155
INVESCO BULLETSHARES 2027 CORPORATE BOND ETF (BSCR) 204,568 UNCH $3,980
     BSCR204,568UNCH$3,980
INVESCO BULLETSHARES 2028 CORPORATE BOND ETF (BSCS) 195,771 UNCH $3,970
     BSCS195,771UNCH$3,970
INVESCO BULLETSHARES 2029 CORPORATE BOND ETF (BSCT) 208,906 UNCH $3,874
     BSCT208,906UNCH$3,874
VANGUARD LONG TERM BOND ETF (BLV) 40,991 UNCH $3,057
     BLV40,991UNCH$3,057
INVESCO BULLETSHARES 2024 HIGH YIELD CORPORATE BOND ETF (BSJO) 131,406 UNCH $2,985
     BSJO131,406UNCH$2,985
INVESCO BULLETSHARES 2025 HIGH YIELD CORPORATE BOND ETF (BSJP) 130,894 UNCH $2,975
     BSJP130,894UNCH$2,975
ISHARES MSCI EAFE ETF (EFA) 25,334 UNCH $1,909
     EFA25,334UNCH$1,909
REAL ESTATE SELECT SECTOR SPDR FUND (XLRE) 37,392 UNCH $1,498
     XLRE37,392UNCH$1,498
ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF (IAGG) 23,970 UNCH $1,194
     IAGG23,970UNCH$1,194
ISHARES IBONDS DEC 2026 TERM TREASURY ETF (IBTG) 51,193 UNCH $1,170
     IBTG51,193UNCH$1,170
ISHARES IBONDS DEC 2025 TERM TREASURY ETF (IBTF) 48,742 UNCH $1,135
     IBTF48,742UNCH$1,135
ISHARES CORE U.S. AGGREGATE BOND ETF (AGG) 10,811 UNCH $1,073
     AGG10,811UNCH$1,073
INVESCO BULLETSHARES 2030 CORPORATE BOND ETF (BSCU) 63,345 UNCH $1,054
     BSCU63,345UNCH$1,054
ISHARES IBONDS DEC 2024 TERM TREASURY ETF (IBTE) 38,210 UNCH $912
     IBTE38,210UNCH$912
ISHARES COHEN & STEERS REIT ETF (ICF) 15,315 UNCH $899
     ICF15,315UNCH$899
INVESCO BULLETSHARES 2025 MUNICIPAL BOND ETF (BSMP) 34,415 UNCH $844
     BSMP34,415UNCH$844
ISHARES CORE S&P SMALL CAP ETF (IJR) 7,731 UNCH $837
     IJR7,731UNCH$837
ISHARES CORE S&P 500 ETF (IVV) 1,532 UNCH $805
     IVV1,532UNCH$805
SCHWAB US TIPS ETF (SCHP) 15,003 UNCH $783
     SCHP15,003UNCH$783
APPLE INC COM 4,163 UNCH $714
     AAPL4,163UNCH$714
INVESCO BULLETSHARES 2024 MUNICIPAL BOND ETF (BSMO) 23,773 UNCH $592
     BSMO23,773UNCH$592
VANGUARD FTSE EMERGING MARKETS ETF (VWO) 13,876 UNCH $570
     VWO13,876UNCH$570
INVESCO S&P 500 EQUAL WEIGHT ETF (RSP) 3,569 UNCH $563
     RSP3,569UNCH$563
BERKSHIRE HATHAWAY INC DEL CL B NEW      $508
     BRK.B1,425UNCH$508
ISHARES INTERNATIONAL DEVELOPED PROPERTY ETF (WPS) 16,057 UNCH $460
     WPS16,057UNCH$460
INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF (BSMS) 18,919 UNCH $449
     BSMS18,919UNCH$449
INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF (BSMT) 19,049 UNCH $448
     BSMT19,049UNCH$448
INVESCO QQQ TRUST SERIES I 1,071 UNCH $439
     QQQ1,071UNCH$439
HOME DEPOT INC COM 1,137 UNCH $436
     HD1,137UNCH$436
VANGUARD TOTAL STOCK MARKET ETF (VTI) 1,823 UNCH $432
     VTI1,823UNCH$432
ISHARES ESG AWARE MSCI USA ETF (ESGU) 3,742 UNCH $393
     ESGU3,742UNCH$393
VANGUARD TAX EXEMPT BOND ETF (VTEB) 7,532 UNCH $385
     VTEB7,532UNCH$385
ISHARES IBONDS DEC 2026 TERM CORPORATE ETF (IBDR) 14,666 UNCH $351
     IBDR14,666UNCH$351
INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF (BSMR) 14,626 UNCH $350
     BSMR14,626UNCH$350
ISHARES IBONDS DEC 2025 TERM CORPORATE ETF (IBDQ) 13,751 UNCH $340
     IBDQ13,751UNCH$340
ISHARES 1 3 YEAR TREASURY BOND ETF (SHY) 3,983 UNCH $327
     SHY3,983UNCH$327
ISHARES IBONDS DEC 2024 TERM CORPORATE ETF (IBDP) 12,958 UNCH $323
     IBDP12,958UNCH$323
ALPHABET INC CAP STK CL A 2,273 UNCH $317
     GOOGL2,273UNCH$317

See Full List: All Stocks Held By Horizons Wealth Management
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By Horizons Wealth Management

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