Fund HoldingsHorizon Investments, LLC

Total Portfolio Value
$3.29B
Total Bought
$380.54M
Total Sold
$547.03M
Net Transaction
-$166.49M
Filing Period:
Securities
SharesValue ($K)
Q2 2023
Q3 2023
Change
Q2 2023
Q3 2023
Weight (%)
Change
WISDOMTREE TR US QTLY DIV GRT(WT)01,202,286+1,202,286076,2732.32%+76,273
ISHARES TR CORE SP MCP ETF162,656304,259+141,60342,53175,8672.31%+33,336
WISDOMTREE TR JAPN HEDGE EQT(WT)0350,281+350,281030,9120.94%+30,912
SELECT SECTOR SPDR TR ENERGY
ST STR ENERG ETF
0339,937+339,937030,7270.93%+30,727
SPDR SER TR PRTFLO SP500 GW
ST STR P500GRW
3,921,7164,520,390+598,674239,264267,9698.15%+28,705
INVESCO EXCHANGE TRADED FD T S
S&P500 EQL WGT
1,116,6851,348,000+231,315167,101190,9985.81%+23,897
ISHARES TR MSCI USA QLT FCT
MSCI USA QLT FCT
2,307,7222,540,415+232,693311,242334,80110.18%+23,559
SELECT SECTOR SPDR TR COMMUNIC
ST STR SVC ETF
0314,166+314,166020,6000.63%+20,600
ISHARES INC MSCI JPN ETF NEW
MSCI JAPAN ETF
609,681806,132+196,45137,73948,6021.48%+10,862
ISHARES TR TIPS BD ETF0105,577+105,577010,8840.33%+10,884
ISHARES TR NATIONAL MUN ETF093,484+93,48409,5390.29%+9,539
ISHARES TR LATN AMER 40 ETF0343,403+343,40308,7770.27%+8,777
INTUITIVE SURGICAL INC COM NEW069,106+69,10607,6880.23%+7,688
ISHARES TR IBOXX INV CP ETF228,135296,198+68,06324,50629,9900.91%+5,484
SPDR SER TR PORTFOLIO SHORT
ST SHOR CORP ETF
238,908376,549+137,6417,03311,0400.34%+4,007
ISHARES TR CORE US AGGBD ET70,845113,864+43,0196,90210,6460.32%+3,744
INVESCO QQQ TR UNIT SER 1551,742576,546+24,804203,825206,5596.28%+2,735
VISA INC COM CL A(V)21,92531,949+10,0245,2077,3330.22%+2,126
DBX ETF TR XTRACK USD HIGH674,964736,827+61,86323,05724,7130.75%+1,656
ISHARES TR CORE 1 5 YR USD
CORE 1 5 YR USD
253,221288,907+35,68611,75213,3270.41%+1,575
ISHARES TR BROAD USD HIGH
BROAD USD HIGH
188,986227,634+38,6486,5987,8120.24%+1,215
SPDR SER TR BLOOMBERG 1-3 MO
ST STR BLO 1 ETF
34,36347,074+12,7113,1294,2850.13%+1,156
BROADCOM INC COM(AVGO)8,50710,163+1,6567,3798,4410.26%+1,062
BLACKSTONE INC COM(BX)09,402+9,40209990.03%+999
PALO ALTO NETWORKS INC COM(PANW)07,283+7,28301,7070.05%+1,707
AMGEN INC COM(AMGN)17,18617,511+3253,8164,7060.14%+891
SELECT SECTOR SPDR TR SBI HEAL
ST STR CARE ETF
22,89230,124+7,2323,0383,8780.12%+840
DIMENSIONAL ETF TRUST US HIGH
US HIGH PROF ETF
535,797586,095+50,29814,22015,0570.46%+837
ALPHABET INC CAP STK CL A(GOOG)65,89066,502+6127,8878,7020.26%+815
AIRBNB INC COM CL A06,270+6,27008600.03%+860
SELECT SECTOR SPDR TR FINANCIA
ST STR FINL ETF
091,760+91,76003,0440.09%+3,044
SCHWAB STRATEGIC TR US DIVIDEN326,092345,035+18,94323,68124,4150.74%+734
ELI LILLY CO COM(LLY)7,8508,216+3663,6744,4050.13%+731
VANGUARD WORLD FDS ENERGY ETF
ENERGY ETF
05,273+5,27306680.02%+668
META PLATFORMS INC CL A(META)32,07232,876+8049,2049,8700.30%+666
T-MOBILE US INC COM(TMUS)09,081+9,08101,2720.04%+1,272
AMAZON COM INC COM(AMZN)121,558129,787+8,22915,84616,4990.50%+652
EXXON MOBIL CORP COM87,15985,366-1,7939,3489,9460.30%+598
VANGUARD WORLD FDS HEALTH CAR
HEALTH CAR ETF
02,514+2,51405910.02%+591
VANGUARD WORLD FDS FINANCIALS
FINANCIALS ETF
07,275+7,27505840.02%+584
VANGUARD WORLD FDS COMM SRVC E
COMM SRVC ETF
05,511+5,51105800.02%+580
UNITEDHEALTH GROUP INC COM(UNH)25,36425,328-3612,19112,7700.39%+579
VANGUARD WORLD FDS CONSUM STP
CONSUM STP ETF
03,148+3,14805750.02%+575
VANGUARD WORLD FDS INDUSTRIAL
INDUSTRIAL ETF
02,930+2,93005710.02%+571
VANGUARD WORLD FDS MATERIALS E
MATERIALS ETF
03,273+3,27305650.02%+565
VANGUARD WORLD FDS CONSUM DIS
CONSUM DIS ETF
02,092+2,09205640.02%+564
VANGUARD WORLD FDS INF TECH ET
INF TECH ETF
01,356+1,35605630.02%+563
BERKSHIRE HATHAWAY INC DEL CL24,15725,115+9588,2388,7980.27%+560
VANGUARD INDEX FDS REAL ESTATE07,116+7,11605380.02%+538
VANGUARD WORLD FDS UTILITIES E
UTILITIES ETF
04,199+4,19905360.02%+536
ABBVIE INC COM(ABBV)32,16732,614+4474,2864,8130.15%+527
DIMENSIONAL ETF TRUST EMGR CRE
EMGR CRE EQT MNG
489,875531,822+41,94711,49212,0030.37%+511
GILEAD SCIENCES INC COM(GILD)026,703+26,70302,0010.06%+2,001
NVIDIA CORPORATION COM(NVDA)36,64936,738+8915,50315,9810.49%+477
VANGUARD INDEX FDS VALUE ETF09,972+9,97201,3750.04%+1,375
PIONEER NAT RES CO COM13,04313,784+7412,7023,1640.10%+462
KENVUE INC COM(KVUE)022,831+22,83104580.01%+458
CHEVRON CORP NEW COM(CVX)36,03036,240+2105,6696,1110.19%+441
UNION PAC CORP COM(UNP)16,63718,709+2,0723,4043,8100.12%+405
ADOBE INC COM(ADBE)7,0217,512+4913,4333,8300.12%+397
FIDELITY MERRIMACK STR TR TOTA324,596347,600+23,00414,68815,0790.46%+391
TESLA INC COM(TSLA)21,32323,811+2,4885,5825,9580.18%+376
CATERPILLAR INC COM(CAT)011,005+11,00502,9890.09%+2,989
VANGUARD TAX-MANAGED FDS VAN F513,278550,039+36,76123,70324,0480.73%+345
CISCO SYS INC COM(CSCO)124,576126,232+1,6566,3976,7370.20%+340
INTEL CORP COM(INTC)080,348+80,34802,8470.09%+2,847
VANGUARD INDEX FDS SP 500 ETF05,544+5,54402,1770.07%+2,177
SELECT SECTOR SPDR TR RL EST S
ST STR REAL ETF
018,724+18,72406380.02%+638
CONOCOPHILLIPS COM(COP)019,531+19,53102,3280.07%+2,328
SPDR SER TR PORTFOLIO AGRGTE
ST STR AGGRE ETF
408,032435,812+27,78010,35210,6080.32%+256
METLIFE INC COM(MET)028,446+28,44601,7740.05%+1,774
ISHARES TR CORE SP US GWT68,39873,055+4,6576,6786,9280.21%+249
WALMART INC COM(WMT)52,00352,408+4058,1458,3820.25%+237
HF SINCLAIR CORP COM(DINO)020,223+20,22301,1510.04%+1,151
SCHLUMBERGER LTD COM STK(SLB)019,863+19,86301,1580.04%+1,158
INTERNATIONAL BUSINESS MACHS C(IBM)21,58022,089+5092,8553,0640.09%+210
VANGUARD INDEX FDS MID CAP ETF72,14377,238+5,09515,88316,0840.49%+201
INTUIT COM(INTU)02,625+2,62501,3390.04%+1,339
COSTCO WHSL CORP NEW COM(COST)03,246+3,24601,8300.06%+1,830
TOTALENERGIES SE SPONSORED ADS(TTE)024,399+24,39901,6040.05%+1,604
TARGET CORP COM(TGT)05,232+5,23205730.02%+573
ISHARES TR MSCI EAFE MIN VL
MSCI EAFE MIN VL
369,942385,769+15,82724,97125,1600.77%+189
ALPHABET INC CAP STK CL C(GOOG)31,76930,572-1,1973,8434,0310.12%+188
VALERO ENERGY CORP COM(VLO)09,024+9,02401,2790.04%+1,279
BECTON DICKINSON CO COM(BDX)07,879+7,87902,0370.06%+2,037
EOG RES INC COM(EOG)013,373+13,37301,6850.05%+1,685
WILLIAMS COS INC COM(WMB)071,999+71,99902,4260.07%+2,426
PHILLIPS 66 COM(PSX)06,412+6,41207700.02%+770
VANGUARD SCOTTSDALE FDS INT-TE
INT-TERM CORP
05,236+5,23603950.01%+395
AXON ENTERPRISE INC COM(AXON)0996+99601980.01%+198
SELECT SECTOR SPDR TR SBI CONS
ST STR STAPL ETF
024,148+24,14801,6620.05%+1,662
COMCAST CORP NEW CL A(CCZ)056,804+56,80402,5020.08%+2,502
ISHARES TR 20 YR TR BD ETF03,332+3,33202940.01%+294
EATON CORP PLC SHS(ETN)06,043+6,04301,2840.04%+1,284
MARATHON PETE CORP COM(MPC)05,757+5,75708710.03%+871
UBS GROUP AG SHS(UBS)032,050+32,05007900.02%+790
SEMPRA COM(SRE)032,222+32,22202,1920.07%+2,192
ISHARES TR SHRT NAT MUN ETF58,66060,659+1,9996,0856,2190.19%+134
HALLIBURTON CO COM(HAL)012,865+12,86505210.02%+521
CARRIER GLOBAL CORPORATION COM(CARR)012,922+12,92207100.02%+710
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