Fund HoldingsHorizon Investments, LLC

Total Portfolio Value
$3.81B
Total Bought
$837.29M
Total Sold
$633.85M
Net Transaction
+$203.44M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR SER TR PRTFLO SP500 GW
ST STR P500GRW
6,754,5987,436,550+681,952439,454543,98414.27%+104,529
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
02,150,960+2,150,9600353,5109.28%+353,510
ISHARES TR MSCI USA MMENTM
MSCI USA MMENTM
0413,112+413,112077,3972.03%+77,397
ISHARES TR CORE SP MCP ETF01,097,893+1,097,893066,6861.75%+66,686
INVESCO QQQ TR UNIT SER 1556,748630,736+73,988227,999280,0537.35%+52,054
INVESCO EXCHANGE TRADED FD T S
S&P500 EQL WGT
0469,473+469,473079,5152.09%+79,515
SELECT SECTOR SPDR TR ENERGY
ST STR ENERG ETF
0542,081+542,081051,1781.34%+51,178
ISHARES TR CORE DIV GRWTH
CORE DIV GRWTH
951,9361,547,928+595,99251,23389,8732.36%+38,640
ISHARES INC MSCI JPN ETF NEW
MSCI JAPAN ETF
01,088,022+1,088,022077,6302.04%+77,630
SPDR SER TR PORTFOLIO SHORT
ST SHOR CORP ETF
01,102,345+1,102,345032,8170.86%+32,817
ISHARES TR MSCI CHINA ETF
MSCI CHINA ETF
0535,782+535,782021,2870.56%+21,287
ISHARES INC MSCI EMRG CHN
MSCI EMRG CHN
0366,453+366,453021,0970.55%+21,097
SELECT SECTOR SPDR TR COMMUNIC
ST STR SVC ETF
0290,003+290,003023,6820.62%+23,682
NVIDIA CORPORATION COM(NVDA)41,90844,162+2,25420,75439,9031.05%+19,149
SPDR SER TR SP KENSHO NEW
SP KENSHO NEWEC
0222,813+222,813010,7130.28%+10,713
GOLDMAN SACHS ETF TR EQUAL WEI0146,602+146,602010,6740.28%+10,674
ISHARES TR MSCI USA MIN VOL
MSCI USA MIN ETF
0887,353+887,353074,1651.95%+74,165
VANGUARD CHARLOTTE FDS TOTAL I
TOTAL INT BD ETF
248,539442,273+193,73412,24821,6760.57%+9,428
META PLATFORMS INC CL A(META)40,42743,142+2,71514,31020,9490.55%+6,639
SPDR SER TR SSGA US LRG ETF
ST STR R1K LOWV
041,647+41,64706,4860.17%+6,486
SPDR INDEX SHS FDS PORTFOLIO D
ST STR PO EX ETF
6,420,1826,269,802-150,380218,350224,7105.90%+6,359
AMAZON COM INC COM(AMZN)150,838156,496+5,65822,91828,2290.74%+5,310
ISHARES TR CORE MSCI INTL
CORE MSCI INTL
721,176762,311+41,13545,91051,1741.34%+5,264
MICROSOFT CORP COM(MSFT)045,003+45,003018,8990.50%+18,899
ISHARES TR CORE US AGGBD ET119,983162,255+42,27211,87415,7960.41%+3,922
VANGUARD INDEX FDS GROWTH ETF018,317+18,31706,3050.17%+6,305
VANGUARD INDEX FDS SP 500 ETF011,645+11,64505,5980.15%+5,598
ISHARES INC MSCI EMERG MRKT055,618+55,61803,1470.08%+3,147
SELECT SECTOR SPDR TR FINANCIA
ST STR FINL ETF
0125,385+125,38505,2810.14%+5,281
SELECT SECTOR SPDR TR TECHNOLO
ST STR TECHN ETF
053,405+53,405011,1230.29%+11,123
UBER TECHNOLOGIES INC COM(UBER)042,361+42,36103,2610.09%+3,261
ELI LILLY CO COM(LLY)10,27510,925+6505,9798,4850.22%+2,506
BROADCOM INC COM(AVGO)07,118+7,11809,4340.25%+9,434
VANGUARD INDEX FDS VALUE ETF021,965+21,96503,5770.09%+3,577
BERKSHIRE HATHAWAY INC DEL CL28,13929,468+1,32910,03612,3920.33%+2,356
JPMORGAN CHASE CO COM(JPM)065,739+65,739013,0910.34%+13,091
ISHARES INC CORE MSCI EMKT
CORE MSCI EMKT
0130,865+130,86506,7530.18%+6,753
MERCK CO INC COM(MRK)058,879+58,87907,7690.20%+7,769
SELECT SECTOR SPDR TR SBI HEAL
ST STR CARE ETF
035,060+35,06005,1790.14%+5,179
DISNEY WALT CO COM(DIS)34,36337,825+3,4623,1034,6280.12%+1,526
INTUITIVE SURGICAL INC COM NEW071,836+71,83609,3090.24%+9,309
VANGUARD SCOTTSDALE FDS INT-TE
INT-TERM CORP
027,184+27,18402,1730.06%+2,173
ISHARES TR CORE SP US GWT80,33083,151+2,8218,3629,7460.26%+1,384
TARGET CORP COM(TGT)11,49217,076+5,5841,6373,0050.08%+1,369
CHEVRON CORP NEW COM(CVX)037,787+37,78705,9610.16%+5,961
ORACLE CORP COM(ORCL)39,44342,485+3,0424,1425,3200.14%+1,177
CONOCOPHILLIPS COM(COP)020,005+20,00502,5300.07%+2,530
WALMART INC COM(WMT)0109,235+109,23506,5500.17%+6,550
MARATHON PETE CORP COM(MPC)010,236+10,23602,0530.05%+2,053
PACCAR INC COM(PCAR)016,095+16,09501,9880.05%+1,988
NETFLIX INC COM(NFLX)7,5907,703+1133,6954,6780.12%+983
TAIWAN SEMICONDUCTOR MFG LTD S(TSM)07,243+7,24309850.03%+985
EXXON MOBIL CORP COM060,180+60,18006,9390.18%+6,939
EOG RES INC COM(EOG)016,263+16,26302,0650.05%+2,065
CVS HEALTH CORP COM(CVS)23,26634,874+11,6081,8212,7550.07%+934
ALPHABET INC CAP STK CL C(GOOG)035,249+35,24905,3670.14%+5,367
SUPER MICRO COMPUTER INC COM(SMCI)0898+89809070.02%+907
ABBVIE INC COM(ABBV)025,730+25,73004,6420.12%+4,642
MICRON TECHNOLOGY INC COM(MU)19,29821,225+1,9271,6472,5020.07%+855
SALESFORCE INC COM(CRM)18,79619,202+4064,9465,7830.15%+837
PROCTER AND GAMBLE CO COM(PG)048,007+48,00707,7390.20%+7,739
ADVANCED MICRO DEVICES INC COM(AMD)18,71519,830+1,1152,7593,5790.09%+820
FORD MTR CO DEL COM(F)0138,309+138,30901,8150.05%+1,815
WELLS FARGO CO NEW COM(WFC)83,84185,048+1,2074,0984,9010.13%+803
MICROCHIP TECHNOLOGY INC. COM(MCHP)016,471+16,47101,4780.04%+1,478
VISA INC COM CL A(V)37,18937,445+2569,66410,4500.27%+786
ISHARES TR LATN AMER 40 ETF334,322369,106+34,7849,71510,4970.28%+782
EATON CORP PLC SHS(ETN)9,6879,976+2892,3333,1100.08%+777
FEDEX CORP COM(FDX)06,125+6,12501,7750.05%+1,775
SELECT SECTOR SPDR TR INDL
ST STR INDL ETF
026,395+26,39503,3250.09%+3,325
BP PLC SPONSORED ADR(BP)019,458+19,45807330.02%+733
TOTALENERGIES SE SPONSORED ADS(TTE)010,654+10,65407330.02%+733
GSK PLC SPONSORED ADR(GSK)017,041+17,04107310.02%+731
PHILLIPS 66 COM(PSX)010,321+10,32101,6860.04%+1,686
SHELL PLC SPON ADS(SHEL)010,837+10,83707270.02%+727
INTERNATIONAL BUSINESS MACHS C(IBM)27,86227,682-1804,5165,2340.14%+719
BANK AMERICA CORP COM126,654131,208+4,5544,2644,9750.13%+711
KENVUE INC COM(KVUE)055,715+55,71501,1830.03%+1,183
HOME DEPOT INC COM(HD)21,33921,020-3197,3958,0630.21%+668
HSBC HLDGS PLC SPON ADR NEW(HSBC)017,452+17,45206640.02%+664
DTE ENERGY CO COM(DTB)09,622+9,62201,0790.03%+1,079
ISHARES TR CORE SP500 ETF019,893+19,893010,4580.27%+10,458
KROGER CO COM(KR)020,499+20,49901,1650.03%+1,165
APPLIED MATLS INC COM09,665+9,66501,9930.05%+1,993
BHP GROUP LTD SPONSORED ADS011,028+11,02806360.02%+636
LINDE PLC SHS(LIN)09,456+9,45604,3910.12%+4,391
ALPHABET INC CAP STK CL A(GOOG)93,69490,871-2,82313,08813,7150.36%+627
RIO TINTO PLC SPONSORED ADR(RIO)09,790+9,79006240.02%+624
TRAVELERS COMPANIES INC COM(TRV)011,972+11,97202,7550.07%+2,755
LAM RESEARCH CORP COM(LRCX)2,4182,549+1311,8942,4770.06%+583
RTX CORPORATION COM(RTX)43,78543,727-583,6844,2650.11%+581
ANALOG DEVICES INC COM(ADI)9,11412,063+2,9491,8102,3860.06%+576
BRISTOL-MYERS SQUIBB CO COM(BMY)033,472+33,47201,7940.05%+1,794
ISHARES TR MSCI EAFE MIN VL
MSCI EAFE MIN VL
0353,851+353,851025,0810.66%+25,081
STRYKER CORPORATION COM(SYK)7,2877,680+3932,1822,7480.07%+566
SPY 240401P00520000(SPY)(Put)01,050,000+1,050,0000549+549
WASTE MGMT INC DEL COM(WM)11,75512,322+5672,1052,6260.07%+521
PROGRESSIVE CORP COM(PGR)9,2219,586+3651,4611,9820.05%+520
AMERICAN EXPRESS CO COM(AXP)010,450+10,45002,3720.06%+2,372
AIR PRODS CHEMS INC COM05,500+5,50001,3320.03%+1,332
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