Horizons Wealth Management
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| CATERPILLAR INC | $142.6K | 0.1% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | $146.8K | 0.1% |
| ISHARES GOLD TRUST | $155.8K | 0.1% |
| ISHARES ESG AWARE MSCI EAFE ETF | $178.1K | 0.1% |
| ISHARES RUSSELL MIDCAP ETF | $212.8K | 0.1% |
| iShares MSCI UAE ETF | $216.1K | 0.1% |
| TRAVELERS COMPANIES, INC. | $235.5K | 0.2% |
| SCHWAB U.S. SMALL-CAP ETF | $239.5K | 0.2% |
| NVIDIA Corp | $246.2K | 0.2% |
| ISHARES IBONDS DEC 2027 TERM CORPORATE ETF | $248.4K | 0.2% |
| MICROSOFT CORP | $261.6K | 0.2% |
| INVESCO BULLETSHARES 2031 MUNICIPAL BOND ETF | $266.4K | 0.2% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | $282.8K | 0.2% |
| ISHARES IBONDS DEC 2026 TERM CORPORATE ETF | $287.4K | 0.2% |
| ISHARES ESG AWARE MSCI USA ETF | $296.6K | 0.2% |
| Amazon.com Inc | $337.5K | 0.2% |
| ISHARES RUSSELL 1000 GROWTH ETF | $346.5K | 0.2% |
| ELI LILLY & Co | $363.2K | 0.2% |
| INVESCO BULLETSHARES 2027 MUNICIPAL BOND ETF | $416.9K | 0.3% |
| VANGUARD FTSE EMERGING MARKETS ETF | $469.8K | 0.3% |
| INVESCO QQQ TRUST SERIES I | $474.2K | 0.3% |
| Primoris Services Corp | $493.6K | 0.3% |
| INVESCO BULLETSHARES 2028 MUNICIPAL BOND ETF | $506.1K | 0.3% |
| INVESCO BULLETSHARES 2029 MUNICIPAL BOND ETF | $539.4K | 0.4% |
| INVESCO BULLETSHARES 2026 MUNICIPAL BOND ETF | $540.6K | 0.4% |
| VANGUARD S&P 500 ETF | $540.6K | 0.4% |
| INVESCO BULLETSHARES 2030 MUNICIPAL BOND ETF | $561.5K | 0.4% |
| VANGUARD TOTAL STOCK MARKET ETF | $594.1K | 0.4% |
| ISHARES CORE S&P MID-CAP ETF | $639.1K | 0.4% |
| INVESCO S&P 500 EQUAL WEIGHT ETF | $674.1K | 0.4% |
| Alphabet Inc. | $677.6K | 0.5% |
| VANGUARD GLOBAL EX-U.S. REAL ESTATE ETF | $702.2K | 0.5% |
| Warren E. Buffett | $737.9K | 0.5% |
| Apple Inc. | $766.6K | 0.5% |
| ISHARES CORE S&P SMALL CAP ETF | $798.7K | 0.5% |
| VANGUARD TAX-EXEMPT BOND ETF | $823.0K | 0.5% |
| ISHARES SELECT U.S. REIT ETF | $833.1K | 0.6% |
| ISHARES CORE S&P 500 ETF | $847.2K | 0.6% |
| ISHARES IBONDS DEC 2027 TERM TREASURY ETF | $1.04M | 0.7% |
| ISHARES IBONDS DEC 2028 TERM TREASURY ETF | $1.13M | 0.8% |
| ISHARES IBONDS DEC 2026 TERM TREASURY ETF | $1.21M | 0.8% |
| INVESCO BULLETSHARES 2032 CORPORATE BOND ETF | $1.29M | 0.9% |
| ISHARES CORE U.S. AGGREGATE BOND ETF | $1.36M | 0.9% |
| SCHWAB US TIPS ETF | $1.36M | 0.9% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | $1.52M | 1.0% |
| STATE STREET REAL ESTATE SELECT SECTOR SPDR ETF | $2.05M | 1.4% |
| ISHARES MSCI EAFE ETF | $2.15M | 1.4% |
| VANGUARD LONG-TERM BOND ETF | $2.49M | 1.7% |
| INVESCO BULLETSHARES 2027 HIGH YIELD CORPORATE BOND ETF | $2.76M | 1.8% |
| INVESCO BULLETSHARES 2026 HIGH YIELD CORP BOND ETF | $2.81M | 1.9% |