Horizons Wealth Management
- SEC CIK
- 0001943228
- 最新申報
- 2026/4/2
2022 年第 2 季持倉
持倉截至 2022/6/30，2022/8/19 申報。只含多頭部位。
- 持股檔數
- 166
- 2022 年第 1 季沒有申報
- 總值
- $1.22 億
- 2022 年第 1 季沒有申報
Horizons Wealth Management 沒有申報 2022 年第 1 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Vanguard Morningstar Large-Cap ETF922908637 | ETF | 60,650 | $1,187 萬 | 9.7% | – | – | – |
| Vanguard Real Estate ETF922908553 | ETF | 110,990 | $1,118 萬 | 9.1% | – | – | – |
| Vanguard Ftse Developed Markets ETF921943858 | ETF | 256,912 | $1,105 萬 | 9.0% | – | – | – |
| Vanguard Morningstar Mid-Cap ETF922908629 | ETF | 45,937 | $1,035 萬 | 8.5% | – | – | – |
| Vanguard Morningstar Small-Cap ETF922908751 | ETF | 46,969 | $959.9 萬 | 7.8% | – | – | – |
| Vanguard Total Bond Market ETF921937835 | ETF | 84,048 | $638.3 萬 | 5.2% | – | – | – |
| iShares Tips Bond ETF464287176 | ETF | 53,620 | $619.5 萬 | 5.1% | – | – | – |
| Vanguard Total International Bond ETF92203J407 | ETF | 108,961 | $550.3 萬 | 4.5% | – | – | – |
| DBX ETF Tr233051432 | XTRACK USD HIGH | 154,267 | $549.3 萬 | 4.5% | – | – | – |
| Vanguard BD Index FDS921937793 | LONG TERM BOND | 47,814 | $387.7 萬 | 3.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J866 | BULSHS 2023 CB | 180,129 | $378.2 萬 | 3.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J841 | BULSHS 2024 CB | 163,023 | $339.3 萬 | 2.8% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J882 | BULSHS 2022 CB | 157,420 | $334.2 萬 | 2.7% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J825 | BULSHS 2025 CB | 152,055 | $312.7 萬 | 2.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J791 | BULSHS 2026 CB | 153,590 | $300.0 萬 | 2.5% | – | – | – |
| iShares Tr464287457 | 1 3 YR TREAS BD | 30,623 | $252.8 萬 | 2.1% | – | – | – |
| Victory Portfolios II92647N782 | VCSHS US 500 ENH | 19,482 | $130.2 萬 | 1.1% | – | – | – |
| iShares MSCI Eafe ETF464287465 | ETF | 17,818 | $116.9 萬 | 1.0% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J783 | BULSHS 2027 CB | 43,563 | $85.9 萬 | 0.7% | – | – | – |
| iShares Core S&P Small Cap ETF464287804 | ETF | 7,784 | $82.5 萬 | 0.7% | – | – | – |
| iShares Select U.S. REIT ETF464287564 | ETF | 12,059 | $80.4 萬 | 0.7% | – | – | – |
| iShares Tr46435G672 | CORE INTL AGGR | 14,984 | $76.1 萬 | 0.6% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J858 | BULSHS 2023 HY | 31,080 | $73.8 萬 | 0.6% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 1,373 | $59.0 萬 | 0.5% | – | – | – |
| iShares Tr464289511 | 10+ YR INVST GRD | 10,484 | $57.6 萬 | 0.5% | – | – | – |
| iShares Core U.S. Aggregate Bond ETF464287226 | ETF | 5,380 | $55.3 萬 | 0.5% | – | – | – |
| iShares U S ETF Tr46431W598 | BLOOMBERG ROLL | 9,164 | $54.1 萬 | 0.4% | – | – | – |
| Invesco Exchange Traded FD T46137V357 | S&P500 EQL WGT | 3,569 | $54.0 萬 | 0.4% | – | – | – |
| Vanguard Ftse Emerging Markets ETF922042858 | ETF | 12,818 | $53.9 萬 | 0.4% | – | – | – |
| BRK.BBerkshire Hathaway Inc | Stock | 1,425 | $43.4 萬 | 0.4% | – | – | 歷史 |
| iShares Core S&P Mid-Cap ETF464287507 | ETF | 1,638 | $42.9 萬 | 0.4% | – | – | – |
| Invesco Bulletshares 2022 HY Bd (BSJM)46138J874 | BULSHS 2022 HY | 18,650 | $41.7 萬 | 0.3% | – | – | – |
| iShares Tr464288422 | INTL DEVPPTY ETF | 13,373 | $41.0 萬 | 0.3% | – | – | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,905 | $40.9 萬 | 0.3% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 4,191 | $40.0 萬 | 0.3% | – | – | – |
| Victory Portfolios II92647N824 | VCSHS US EQ INCM | 5,685 | $39.7 萬 | 0.3% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,197 | $39.4 萬 | 0.3% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J833 | BULSHS 2024 HY | 16,747 | $38.1 萬 | 0.3% | – | – | – |
| Vanguard Mun BD FDS922907746 | TAX EXEMPT BD | 6,810 | $34.4 萬 | 0.3% | – | – | – |
| MSFTMicrosoft Corp | Stock | 1,080 | $31.3 萬 | 0.3% | – | – | 歷史 |
| iShares Tr46429B747 | 0-5 YR TIPS ETF | 3,085 | $31.2 萬 | 0.3% | – | – | – |
| iShares Ibonds Dec 2026 Term Corporate ETF46435GAA0 | ETF | 12,572 | $30.3 萬 | 0.2% | – | – | – |
| iShares Tr464288513 | IBOXX HI YD ETF | 3,651 | $28.4 萬 | 0.2% | – | – | – |
| iShares Tr46434VBG4 | IBONDS DEC24 ETF | 10,868 | $27.0 萬 | 0.2% | – | – | – |
| iShares Ibonds Dec 2025 Term Corporate ETF46434VBD1 | ETF | 10,703 | $26.6 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J528 | BULSHS 2025 MUNI | 10,703 | $26.4 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J536 | BULSHS 2024 MUNI | 10,579 | $26.4 萬 | 0.2% | – | – | – |
| ABBNYABB Ltd | SPONSORED ADR | 8,187 | $24.8 萬 | 0.2% | – | – | 歷史 |
| iShares Russell 2000 ETF464287655 | ETF | 1,186 | $23.6 萬 | 0.2% | – | – | – |
| iShares Tr46435G516 | ESG AW MSCI EAFE | 3,562 | $23.5 萬 | 0.2% | – | – | – |
| Victory Portfolios II92647N816 | VCSHS DEV ENH VL | 7,674 | $22.9 萬 | 0.2% | – | – | – |
| iShares Esg Aware US Aggregate Bond ETF46435U549 | ETF | 4,526 | $22.4 萬 | 0.2% | – | – | – |
| iShares Russell Midcap ETF464287499 | ETF | 2,891 | $21.4 萬 | 0.2% | – | – | – |
| Schwab U.S. Small-Cap ETF808524607 | ETF | 4,396 | $20.0 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J494 | BULSHS 2027 MUNI | 8,243 | $19.7 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J510 | BULSHS 2026 MUNI | 8,195 | $19.6 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J544 | BULSHS 2023 MUNI | 7,757 | $19.5 萬 | 0.2% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J817 | BULSHS 2025 HY | 5,676 | $13.0 萬 | 0.1% | – | – | – |
| iShares Russell 1000 Growth ETF464287614 | ETF | 503 | $12.9 萬 | 0.1% | – | – | – |
| iShares Tr46435G441 | ESG ADVNCD HY BD | 2,622 | $12.1 萬 | 0.1% | – | – | – |
| IAUiShares Gold Trust | ETF | 3,598 | $12.0 萬 | 0.1% | – | – | 歷史 |
| SPDR Series Trust78464A763 | ST STR SP DIV | 850 | $11.2 萬 | 0.1% | – | – | – |
| AMZNAmazon Com Inc | Stock | 760 | $10.8 萬 | 0.1% | – | – | 歷史 |
| NEENextera Energy Inc | Stock | 1,200 | $10.8 萬 | 0.1% | – | – | 歷史 |
| AAPLApple Inc. | Stock | 607 | $10.6 萬 | 0.1% | – | – | 歷史 |
| Schwab US Tips ETF808524870 | ETF | 1,691 | $9.60 萬 | 0.1% | – | – | – |
| iShares Tr46434VAX8 | IBONDS DEC23 ETF | 3,367 | $8.50 萬 | 0.1% | – | – | – |
| WisdomTree Tr97717W562 | US SMALLCAP FUND | 1,628 | $7.70 萬 | 0.1% | – | – | – |
| HSYHershey Co | COM | 330 | $7.60 萬 | 0.1% | – | – | 歷史 |
| WisdomTree Tr97717W570 | US MIDCAP FUND | 1,395 | $7.30 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J635 | INVSCO BLSH 26 | 3,058 | $7.20 萬 | 0.1% | – | – | – |
| Invesco Exchange Traded FD T46137V217 | S&P MDCP400 PR | 361 | $7.20 萬 | 0.1% | – | – | – |
| Vanguard S&P 500 ETF922908363 | ETF | 171 | $6.70 萬 | 0.1% | – | – | – |
| Invesco Exch TRD SLF Idx FD46138J643 | INVSCO BLSH 28 | 3,045 | $6.20 萬 | 0.1% | – | – | – |
| iShares Ibonds Dec 2027 Term Corporate ETF46435UAA9 | ETF | 2,414 | $5.90 萬 | <0.1% | – | – | – |
| MDYSPDR S&P Midcap 400 ETF Trust | ETF | 123 | $5.90 萬 | <0.1% | – | – | 歷史 |
| WECWec Energy Group, Inc. | Stock | 541 | $5.80 萬 | <0.1% | – | – | 歷史 |
| BACBank of America Corp | Stock | 1,561 | $5.70 萬 | <0.1% | – | – | 歷史 |
| NNNNNN REIT, Inc. | REIT | 1,125 | $5.30 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J486 | BULSHS 2028 MUNI | 2,226 | $5.30 萬 | <0.1% | – | – | – |
| PGProcter & Gamble Co | Stock | 346 | $5.20 萬 | <0.1% | – | – | 歷史 |
| iShares Global Clean Energy ETF464288224 | ETF | 2,045 | $4.70 萬 | <0.1% | – | – | – |
| SPDR Series Trust78464A821 | ST STR SP400GRW | 648 | $4.70 萬 | <0.1% | – | – | – |
| iShares Select Dividend ETF464287168 | ETF | 360 | $4.60 萬 | <0.1% | – | – | – |
| iShares S&P Small-Cap 600 Growth ETF464287887 | ETF | 378 | $4.60 萬 | <0.1% | – | – | – |
| TFCTruist Financial Corp | COM | 853 | $4.40 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Value ETF464287473 | ETF | 373 | $4.30 萬 | <0.1% | – | – | – |
| MRKMerck & Co., Inc. | Stock | 457 | $4.20 萬 | <0.1% | – | – | 歷史 |
| NVDANVIDIA Corp | Stock | 220 | $4.10 萬 | <0.1% | – | – | 歷史 |
| GOOGAlphabet Inc. | Stock | 340 | $4.10 萬 | <0.1% | – | – | 歷史 |
| XOMExxonMobil Holdings Corp | COM | 432 | $4.10 萬 | <0.1% | – | – | 歷史 |
| iShares Russell Mid-Cap Growth ETF464287481 | ETF | 426 | $4.00 萬 | <0.1% | – | – | – |
| iShares Tr464287622 | RUS 1000 ETF | 170 | $4.00 萬 | <0.1% | – | – | – |
| AFLAflac Inc | Stock | 600 | $3.90 萬 | <0.1% | – | – | 歷史 |
| JPMJPMorgan Chase & Co | Stock | 318 | $3.90 萬 | <0.1% | – | – | 歷史 |
| SLViShares Silver Trust | ETF | 2,047 | $3.70 萬 | <0.1% | – | – | 歷史 |
| Vanguard Short-Term Bond ETF921937827 | ETF | 464 | $3.60 萬 | <0.1% | – | – | – |
| KOCoca Cola Co | Stock | 525 | $3.40 萬 | <0.1% | – | – | 歷史 |
| Invesco Exch TRD SLF Idx FD46138J585 | BULETSHS 2027 | 1,492 | $3.40 萬 | <0.1% | – | – | – |
| GOOGLAlphabet Inc. | Stock | 273 | $3.30 萬 | <0.1% | – | – | 歷史 |