William Howard & Co Financial Advisors Inc 13F Holdings
CIK 0002023493
As of Sep 30, 2025, William Howard & Co Financial Advisors Inc reported 56 positions worth
CIK 0002023493
As of Sep 30, 2025, William Howard & Co Financial Advisors Inc reported 56 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P 500 ETF | IVV | — | 41,173 | $27.6M | 23.45% |
| ISHARES 7-10 YEAR TREASURY BOND ETF | IEF | — | 132,528 | 2.8M | 10.88% |
| ISHARES RUSSELL 2000 ETF | IWM | — | 47,496 | 1.5M | 9.78% |
| ISHARES SELECT US REIT ETF | ICF | — | 159,756 | $9.8M | 8.38% |
| ISHARES RUSSELL 3000 ETF | IWV | — | 14,320 | $5.4M | 4.62% |
| ISHARES CORE MSCI EAFE ETF | IEFA | — | 55,092 | $4.8M | 4.09% |
| VANGUARD TOTAL BOND MARKET INDEX FUND | BND | — | 59,144 | $4.4M | 3.74% |
| ISHARES CORE S&P US GROWTH ETF | IUSG | — | 22,566 | $3.7M | 3.16% |
| ISHARES 3-7 YEAR TREASURY BOND ETF | IEI | — | 29,138 | $3.5M | 2.96% |
| ISHARES MSCI EAFE ETF | EFA | — | 30,541 | $2.9M | 2.43% |
| VANGUARD TAX-MANAGED FUNDS | VEA | — | 35,646 | $2.1M | 1.82% |
| STRYKER CORP | SYK | Healthcare | 5,490 | $2.0M | 1.73% |
| AMPHENOL CORP-CL A | APH | Technology | 13,914 | .7M | 1.47% |
| APPLE INC | AAPL | Technology | 6,733 | .7M | 1.46% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 20,409 | .7M | 1.44% |
| ISHARES TIPS BOND ETF | TIP | — | 13,323 | .5M | 1.26% |
| VANGUARD REAL ESTATE INDEX FUND | VNQ | — | 14,996 | .4M | 1.17% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 17,103 | .1M | 0.96% |
| VANGUARD GLOBAL EX-US REAL ESTATE INDEX FUND | VNQI | — | 22,434 | .1M | 0.91% |
| INVESCO QQQ TRUST SERIES 1 | QQQ | — | 1,692 | .0M | 0.86% |
| ISHARES RUSSELL 1000 GROWTH ETF | IWF | — | 2,020 | $946.3K | 0.81% |
| ISHARES CORE US AGGREGATE BOND ETF | AGG | — | 9,340 | $936.3K | 0.80% |
| ISHARES PREFERRED & INCOME S | PFF | — | 27,765 | $877.9K | 0.75% |
| COMMUNITY TRUST BANCORP INC | CTBI | Financial Services | 15,557 | $870.4K | 0.74% |
| ISHARES CORE S&P US VALUE ETF | IUSV | — | 8,056 | $805.2K | 0.69% |