Horizons Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD LARGE-CAP ETF | $16.17M | 10.8% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | $13.64M | 9.1% |
| VANGUARD MID-CAP ETF | $11.16M | 7.4% |
| VANGUARD SMALL-CAP ETF | $10.60M | 7.0% |
| VANGUARD REAL ESTATE ETF | $10.20M | 6.8% |
| VANGUARD TOTAL BOND MARKET ETF | $6.38M | 4.2% |
| ISHARES TIPS BOND ETF | $6.20M | 4.1% |
| VANGUARD TOTAL INTERNATIONAL BOND ETF | $5.64M | 3.8% |
| ISHARES BLOOMBERG ROLL SELECT COMMODITY STRATEGY ETF | $4.55M | 3.0% |
| INVESCO BULLETSHARES 2029 CORPORATE BOND ETF | $4.11M | 2.7% |
| INVESCO BULLETSHARES 2026 CORPORATE BOND ETF | $4.07M | 2.7% |
| INVESCO BULLETSHARES 2028 CORPORATE BOND ETF | $3.96M | 2.6% |
| INVESCO BULLETSHARES 2030 CORPORATE BOND ETF | $3.94M | 2.6% |
| INVESCO BULLETSHARES 2027 CORPORATE BOND ETF | $3.74M | 2.5% |
| INVESCO BULLETSHARES 2031 CORPORATE BOND ETF | $3.61M | 2.4% |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2.81M | 1.9% |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $2.76M | 1.8% |
| VANGUARD LONG-TERM BOND ETF | $2.49M | 1.7% |
| ISHARES MSCI EAFE ETF | $2.15M | 1.4% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.05M | 1.4% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1.52M | 1.0% |
| SCHWAB US TIPS ETF | $1.36M | 0.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $1.36M | 0.9% |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $1.29M | 0.9% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.21M | 0.8% |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $1.13M | 0.8% |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.04M | 0.7% |
| ISHARES CORE S&P 500 ETF | $847.2K | 0.6% |
| ISHARES SELECT U.S. REIT ETF | $833.1K | 0.6% |
| VANGUARD TAX-EXEMPT BOND ETF | $823.0K | 0.5% |
| ISHARES CORE S&P SMALL CAP ETF | $798.7K | 0.5% |
| Apple Inc. | $766.6K | 0.5% |
| Warren E. Buffett | $737.9K | 0.5% |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $702.2K | 0.5% |
| Alphabet Inc. | $677.6K | 0.5% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $674.1K | 0.4% |
| ISHARES CORE S&P MID-CAP ETF | $639.1K | 0.4% |
| VANGUARD TOTAL STOCK MARKET ETF | $594.1K | 0.4% |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $561.5K | 0.4% |
| VANGUARD S&P 500 ETF | $540.6K | 0.4% |
| INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $540.6K | 0.4% |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $539.4K | 0.4% |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $506.1K | 0.3% |
| Primoris Services Corp | $493.6K | 0.3% |
| INVESCO QQQ TRUST SERIES I | $474.2K | 0.3% |
| VANGUARD FTSE EMERGING MARKETS ETF | $469.8K | 0.3% |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $416.9K | 0.3% |
| ELI LILLY & Co | $363.2K | 0.2% |
| ISHARES RUSSELL 1000 GROWTH ETF | $346.5K | 0.2% |
| Amazon.com Inc | $337.5K | 0.2% |