Filer Name: WILLIAM HOWARD & CO FINANCIAL ADVISORS INC
CIK: 2023493
Period: 2024-12-31
Filed At: 2025-01-28
Number of Holdings: 52
Portfolio Value: $0.11B

William Howard & Co Financial Advisors Inc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
IVV US ISHARES CORE S&P 500 ETF 46,595 $27M 24.82% -4.0% -
IEF US ISHARES 7-10 YEAR TREASURY B 138,502 $13M 11.59% -13.9% -
IWM US ISHARES RUSSELL 2000 ETF 47,948 $11M 9.59% 0.6% -
ICF US ISHARES COHEN & STEERS REIT 156,941 $9M 8.56% -1.2% -
IWV US ISHARES RUSSELL 3000 ETF 16,041 $5M 4.85% -0.1% -
IEFA US ISHARES CORE MSCI EAFE ETF 59,006 $4M 3.75% 13.0% -
BND US VANGUARD TOTAL BOND MARKET 56,757 $4M 3.69% 1.1% -
IEI US ISHARES 3-7 YEAR TREASURY BO 29,193 $3M 3.05% -9.8% -
IUSG US ISHARES CORE S&P U.S. GROWTH 22,566 $3M 2.85% - -
EFA US ISHARES MSCI EAFE ETF 31,023 $2M 2.12% -0.1% -
AAPL US APPLE INC 8,049 $2M 1.82% -8.6% -
SYK US STRYKER CORP 5,490 $2M 1.79% - -
VEA US VANGUARD FTSE DEVELOPED ETF 36,699 $2M 1.59% 0.7% -
SHY US ISHARES 1-3 YEAR TREASURY BO 20,302 $2M 1.51% 0.3% -
TIP US ISHARES TIPS BOND ETF 14,563 $2M 1.40% -13.9% -
VNQ US VANGUARD REAL ESTATE ETF 14,457 $1M 1.16% 2.8% -
APH US AMPHENOL CORP-CL A 13,914 $1M 0.87% -5.7% -
AGG US ISHARES CORE U.S. AGGREGATE 9,462 $1M 0.83% -20.7% -
QQQ US INVESCO QQQ TRUST SERIES 1 1,775 $1M 0.82% -1.7% -
IEMG US ISHARES CORE MSCI EMERGING 17,253 $1M 0.81% -0.5% -
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