Read this manager's filing book
Disclosed positions
William Howard & Co Financial Advisors Inc: source evidence dated 2026-07-10T03:59:59.999Z.
- Issuer
- ISHARES TR
- Ticker
- IVV
- Class
- CORE S&P500 ETF
- Reported value
- $30,049,333
- Reported amount
- 40,126
- Unit
- SH
- Option
- None
The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.
What was reported for this quarter?
13F positions are dated quarter-end holdings, with later publication and possible amendments. Read report period and availability before calling them current.
SEC 13F-HR: 0002063364-26-000188Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filings
Open the effective filing receipt and inspect shares, value and any put/call classification separately.
Browse institutional filingsKeep reporting dates and units beside the answer, and inspect its original citations.
Disclosed positions
See the complete disclosed positions
Show the table · 50 rows, 7 columns
Scroll sideways to compare all columns. Select a heading to sort.
| ISHARES TR | IVV | CORE S&P500 ETF | $30,049,333 | 40,126 | SH | None |
| ISHARES TR | IWM | RUSSELL 2000 ETF | $14,298,289 | 47,589 | SH | None |
| ISHARES TR | IEF | 7-10 YR TRSY BD | $12,159,492 | 128,576 | SH | None |
| ISHARES TR | ICF | SELECT US REIT | $10,883,155 | 160,922 | SH | None |
| ISHARES TR | IWV | RUSSELL 3000 ETF | $5,874,956 | 13,778 | SH | None |
| ISHARES TR | IEFA | CORE MSCI EAFE | $5,409,780 | 56,013 | SH | None |
| VANGUARD BD INDEX FDS | BND | TOTAL BND MRKT | $4,557,656 | 62,085 | SH | None |
| ISHARES TR | IUSG | CORE S&P US GWT | $4,244,439 | 22,566 | SH | None |
| ISHARES TR | IEI | 3 7 YR TREAS BD | $3,427,149 | 29,180 | SH | None |
| ISHARES TR | EFA | MSCI EAFE ETF | $3,074,316 | 29,595 | SH | None |
| VANGUARD TAX-MANAGED FDS | VEA | VAN FTSE DEV MKT | $2,610,659 | 36,641 | SH | None |
| AMPHENOL CORP | APH | CL A | $2,327,071 | 13,198 | SH | None |
| APPLE INC | AAPL | COM | $1,825,110 | 6,307 | SH | None |
| STRYKER CORPORATION | SYK | COM | $1,728,472 | 5,490 | SH | None |
| ISHARES TR | SHY | 1 3 YR TREAS BD | $1,685,156 | 20,523 | SH | None |
| VANGUARD INDEX FDS | VNQ | REAL ESTATE ETF | $1,546,567 | 16,038 | SH | None |
| ISHARES TR | TIP | TIPS BD ETF | $1,481,968 | 13,542 | SH | None |
| ISHARES INC | IEMG | CORE MSCI EMKT | $1,347,549 | 16,267 | SH | None |
| INVESCO QQQ TR | QQQ | UNIT SER 1 | $1,224,232 | 1,662 | SH | None |
| EA SERIES TRUST | FRDM | FREEDOM 100 EM | $1,158,036 | 15,885 | SH | None |
| COMMUNITY TR BANCORP INC | CTBI | COM | $1,125,705 | 15,557 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VNQI | GLB EX US ETF | $1,011,766 | 22,558 | SH | None |
| ISHARES TR | IWF | RUS 1000 GRW ETF | $1,006,035 | 8,102 | SH | None |
| ISHARES TR | IWD | RUS 1000 VAL ETF | $940,035 | 3,878 | SH | None |
| ISHARES TR | AGG | CORE US AGGBD ET | $924,473 | 9,340 | SH | None |
| ISHARES TR | IUSV | CORE S&P US VLU | $887,368 | 8,056 | SH | None |
| ISHARES TR | PFF | PFD AND INCM SEC | $867,556 | 28,454 | SH | None |
| ISHARES TR | SCZ | EAFE SML CP ETF | $694,888 | 8,447 | SH | None |
| ISHARES TR | ITOT | CORE S&P TTL STK | $679,889 | 4,139 | SH | None |
| VANGUARD BD INDEX FDS | VUSB | VANGUARD ULTRA | $621,055 | 12,476 | SH | None |
| ISHARES TR | IJH | CORE S&P MCP ETF | $620,264 | 8,044 | SH | None |
| VANGUARD INDEX FDS | VOO | S&P 500 ETF SHS | $619,644 | 902 | SH | None |
| FIDELITY MERRIMACK STR TR | FBND | TOTAL BD ETF | $589,732 | 12,964 | SH | None |
| CROWDSTRIKE HLDGS INC | CRWD | CL A | $518,935 | 680 | SH | None |
| VANGUARD INDEX FDS | VTI | TOTAL STK MKT | $467,149 | 1,262 | SH | None |
| ISHARES TR | IJR | CORE S&P SCP ETF | $460,172 | 3,103 | SH | None |
| SCHWAB STRATEGIC TR | SCHA | US SML CAP ETF | $417,194 | 11,547 | SH | None |
| SCHWAB STRATEGIC TR | FNDF | FUNDAMENTAL INTL | $415,004 | 7,866 | SH | None |
| VISA INC | V | COM CL A | $371,223 | 1,082 | SH | None |
| VANGUARD INDEX FDS | VV | LARGE CAP ETF | $363,419 | 1,057 | SH | None |
| AMAZON COM INC | AMZN | COM | $355,127 | 1,490 | SH | None |
| AMERICAN CENTY ETF TR | AVLV | US LARGE CAP VLU | $345,992 | 3,793 | SH | None |
| VANGUARD INTL EQUITY INDEX F | VWO | FTSE EMR MKT ETF | $333,073 | 5,580 | SH | None |
| NVIDIA CORPORATION | NVDA | COM | $330,163 | 1,650 | SH | None |
| ISHARES TR | IWO | RUS 2000 GRW ETF | $320,683 | 814 | SH | None |
| SCHWAB STRATEGIC TR | SCHX | US LRG CAP ETF | $317,278 | 10,781 | SH | None |
| MARVELL TECHNOLOGY INC | MRVL | COM | $285,974 | 960 | SH | None |
| VANGUARD ADMIRAL FDS INC | VIOO | SMLLCP 600 IDX | $277,016 | 2,014 | SH | None |
| ISHARES TR | EEM | MSCI EMG MKT ETF | $273,845 | 4,003 | SH | None |
| SCHWAB STRATEGIC TR | SCHG | US LCAP GR ETF | $265,883 | 7,857 | SH | None |
No matching rows. Clear the filter to see all records.
Largest 50 positions by reported value; the filing may contain more positions.
How amendments affect these holdings
This view uses 1 effective filing version(s). A restatement replaces the previous book; a new-holdings amendment adds positions. 0 positions lack a resolved ticker and 0 positions are put or call entries.
A 13F is a delayed quarterly snapshot of disclosed holdings. It is not a complete trade ledger and does not reveal every position in a manager's portfolio. Option values refer to the reported underlying position rather than a traded option premium.
Quarter end and public filing date
Use the filing's public availability date when constructing a historical observation. The quarter-end report period is earlier and cannot be substituted for when the public learned the holdings.