Filling information for Horizon Family Wealth, Inc. as Treemap, investor disclosed 63 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 33939L803 | 33939L803 | FLEXSHARES TR | M STAR DEV MKT | 376499 | 5801 | |
| 902653104 | 902653104 | UDR INC | COM | 671980 | 15642 | |
| 464288588 | 464288588 | ISHARES TR | MBS ETF | 2772202 | 29724 | |
| 11135F101 | 11135F101 | BROADCOM INC | COM | 513868 | 592 | |
| 03073E105 | 03073E105 | AMERISOURCEBERGEN CORP | COM | 276870 | 1438 | |
| 922908751 | 922908751 | VANGUARD INDEX FDS | SMALL CP ETF | 1603077 | 8060 | |
| 38141G104 | 38141G104 | GOLDMAN SACHS GROUP INC | COM | 250648 | 777 | |
| 74340W103 | 74340W103 | PROLOGIS INC. | COM | 235987 | 1924 | |
| 457187102 | 457187102 | INGREDION INC | COM | 252902 | 2387 | |
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 1534085 | 14374 | |
| 33939L860 | 33939L860 | FLEXSHARES TR | QUALT DIVD IDX | 769333 | 13313 | |
| 46641Q738 | 46641Q738 | J P MORGAN EXCHANGE TRADED F | BETBULD MSCI | 361107 | 4277 | |
| 90353T100 | 90353T100 | UBER TECHNOLOGIES INC | COM | 288937 | 6693 | |
| 464287770 | 464287770 | ISHARES TR | U.S. FIN SVC ETF | 404782 | 2562 | |
| 244199105 | 244199105 | DEERE & CO | COM | 418035 | 1031 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 3231980 | 32433 | |
| 464288448 | 464288448 | ISHARES TR | INTL SEL DIV ETF | 345305 | 13115 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 812944 | 2384 | |
| 921932885 | 921932885 | VANGUARD ADMIRAL FDS INC | MIDCP 400 IDX | 1242663 | 14033 | |
| 78464A797 | 78464A797 | SPDR SER TR | S&P BK ETF | 497810 | 13828 | |
| 33735J101 | 33735J101 | FIRST TR LRG CP VL ALPHADEX | COM SHS | 307698 | 4615 | |
| 464287309 | 464287309 | ISHARES TR | S&P 500 GRWT ETF | 6594370 | 93564 | |
| 754730109 | 754730109 | RAYMOND JAMES FINL INC | COM | 231524 | 2231 | |
| 46137V746 | 46137V746 | INVESCO EXCHANGE TRADED FD T | DYNMC LRG GWTH | 2317181 | 32814 | |
| 81369Y803 | 81369Y803 | SELECT SECTOR SPDR TR | TECHNOLOGY | 1537154 | 8841 | |
| 29476L107 | 29476L107 | EQUITY RESIDENTIAL | SH BEN INT | 634727 | 9621 | |
| 922908736 | 922908736 | VANGUARD INDEX FDS | GROWTH ETF | 12326230 | 43562 | |
| 78464A508 | 78464A508 | SPDR SER TR | PRTFLO S&P500 VL | 3916584 | 90662 | |
| 872590104 | 872590104 | T-MOBILE US INC | COM | 319192 | 2298 | |
| N3167Y103 | N3167Y103 | FERRARI N V | COM | 230592 | 709 | |
| 47103U100 | 47103U100 | JANUS DETROIT STR TR | HENDERSN CAP ETF | 1941537 | 34188 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 1442748 | 3542 | |
| 81369Y209 | 81369Y209 | SELECT SECTOR SPDR TR | SBI HEALTHCARE | 2003778 | 15097 | |
| 78464A888 | 78464A888 | SPDR SER TR | S&P HOMEBUILD | 203448 | 2534 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 534476 | 4100 | |
| 81369Y506 | 81369Y506 | SELECT SECTOR SPDR TR | ENERGY | 362285 | 4463 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 611068 | 5105 | |
| 037833100 | 037833100 | APPLE INC | COM | 1724512 | 8891 | |
| 46641Q217 | 46641Q217 | J P MORGAN EXCHANGE TRADED F | BETABULDRS JAPAN | 262751 | 5098 | |
| 874039100 | 874039100 | TAIWAN SEMICONDUCTOR MFG LTD | SPONSORED ADS | 271881 | 2695 | |
| 33735K108 | 33735K108 | FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 1206600 | 11912 | |
| 713448108 | 713448108 | PEPSICO INC | COM | 242084 | 1307 | |
| 911312106 | 911312106 | UNITED PARCEL SERVICE INC | CL B | 236652 | 1321 | |
| 46625H100 | 46625H100 | JPMORGAN CHASE & CO | COM | 282682 | 1943 | |
| 17275R102 | 17275R102 | CISCO SYS INC | COM | 331403 | 6405 | |
| 461202103 | 461202103 | INTUIT | COM | 494178 | 1078 | |
| 81369Y605 | 81369Y605 | SELECT SECTOR SPDR TR | FINANCIAL | 539502 | 16004 | |
| 931142103 | 931142103 | WALMART INC | COM | 202927 | 1291 | |
| 922908629 | 922908629 | VANGUARD INDEX FDS | MID CAP ETF | 9878791 | 44871 | |
| 697435105 | 697435105 | PALO ALTO NETWORKS INC | COM | 581285 | 2275 | |
| 381430503 | 381430503 | GOLDMAN SACHS ETF TR | ACTIVEBETA US LG | 17568999 | 201249 | |
| 464287580 | 464287580 | ISHARES TR | US CONSUM DISCRE | 370785 | 5210 | |
| 594918104 | 594918104 | MICROSOFT CORP | COM | 749782 | 2202 | |
| 922042775 | 922042775 | VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | 499484 | 9180 | |
| 097023105 | 097023105 | BOEING CO | COM | 385789 | 1827 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 296430 | 700 | |
| 381430107 | 381430107 | GOLDMAN SACHS ETF TR | ACTIVEBETA INT | 9586396 | 305786 | |
| 254687106 | 254687106 | DISNEY WALT CO | COM | 291499 | 3265 | |
| 512807108 | 512807108 | LAM RESEARCH CORP | COM | 255419 | 397 | |
| 742718109 | 742718109 | PROCTER AND GAMBLE CO | COM | 219580 | 1447 | |
| 46434V274 | 46434V274 | ISHARES TR | INTL EQTY FACTOR | 3146527 | 117364 | |
| 46137V738 | 46137V738 | INVESCO EXCHANGE TRADED FD T | DYNMC LRG VALU | 2301490 | 49356 | |
| 81369Y100 | 81369Y100 | SELECT SECTOR SPDR TR | SBI MATERIALS | 229554 | 2770 |