Portfolio (Quarterly)
Guide ↗
HORAN Wealth, LLC
· CIK 0002072569| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Status |
|---|---|---|---|---|---|---|---|
| 21 | IWB | iShares Russell 1000 ETF | — | 697 | $255K | 0.04% | SOLD |
| 22 | VOT | Vanguard Mid-Cap Growth ETF | — | 855 | $251K | 0.04% | SOLD |
| 23 | SCHO | Schwab Short-Term US Treasury ETF | — | 9,553 | $233K | 0.04% | SOLD |
| 24 | USRT | iShares Core US REIT ETF | — | 3,852 | $226K | 0.04% | SOLD |
| 25 | IGSB | iShares 1-5 Year invmt Grd Corp Bd ETF | — | 3,997 | $212K | 0.03% | SOLD |
| 26 | ZBH | ZIMMER BIOMET HOLDINGS INC | Healthcare | 2,075 | $204K | 0.03% | SOLD |
Sector Allocation
Technology
32.4%
Financial Services
13.1%
Healthcare
10.7%
Industrials
10.0%
Communication Services
9.4%
Consumer Defensive
8.5%
Consumer Cyclical
7.8%
Energy
4.2%
Utilities
2.3%
Basic Materials
0.9%