06/30/2022
Top Buys (13F)
- Name% Change
- VV VANGUARD LARGE-CAP ... 9.71%
- VNQ VANGUARD REAL ESTAT... 9.14%
- VEA VANGUARD DEVELOPED ... 9.03%
- VO VANGUARD MID-CAP IN... 8.46%
- VB VANGUARD SMALL-CAP ... 7.85%
06/30/2022
Top Sells (13F)
- Name% Change
06/30/2022
13F Holdings Summary
- Stock% Port
- VV VANGUARD LARGE-CAP INDEX FU... 9.71%
- VNQ VANGUARD REAL ESTATE INDEX ... 9.14%
- VEA VANGUARD DEVELOPED MARKETS ... 9.03%
- VO VANGUARD MID-CAP INDEX FUND... 8.46%
- VB VANGUARD SMALL-CAP INDEX FU... 7.85%
06/30/2022
13F Sector Allocation Over Time
Fund Metrics
You are limited to the prior 8 quarters of 13F filings. Subscribe to WhaleWisdom to view all filing data for HORIZONS WEALTH MANAGEMENT
View Last Form Adv Compilation Report on Record
HORIZONS WEALTH MANAGEMENT82 PATTON AVE. SUITE 210
ASHEVILLE NC 28801
Country: United States
Business Phone: 828-337-9395
Fax: 800-680-0982
| SEC Registration as : | Large Advisory Firm |
| Form of Organization: | Corporation |
| Organized in: | NC |
| Number of employees: | 3 |
| Other Business Activities: | |
| Advisor Fees/Compensation: | Percentage of assets under management,Hourly charges,Fixed fees |
| Amount of client funds and securities: | 16,833,000 |
| Total Number of Clients: | 220 |
| Amount of client funds and securities by related persons: | |
| Total Number of clients from related persons: | |
| Disclosures: |
- HTTP://WWW.HORIZONSWEALTH.COM
- HTTPS://WWW.LINKEDIN.COM/COMPANY/474980/ADMIN/
- HTTPS://TWITTER.COM/HORIZONSWEALTH
- HTTP://WWW.FEEONLYFINANCIALPLANNERASHEVILLE.COM
- HTTP://GREENVILLEFEEONLYADVISOR.COM
- HTTPS://WWW.FACEBOOK.COM/HORIZONSWEALTHMANAGEMENT/
Data above was derived from SEC filings.
