Titelia

Holdings of William Howard & Co Financial Advisors Inc

53 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 73.6 % of the equity sleeve

Sector breakdown

  • Funds 46.5 %
  • Technology 3.5 %
  • Health care 1.6 %
  • Financials 0.5 %
  • Consumer discretionary 0.3 %
  • Unattributed 47.7 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US53115.6M $100.00 %

Positions

RankCompanySharesValueWeight
1iShares Core S&P 500 ETF 40,32926.3M $
2iShares Trust 128,66812.3M $
3iShares Russell 2000 ETF 48,07311.9M $
4iShares Select U.S. REIT ETF 160,83110M $
5iShares Russell 3000 ETF 13,7755.1M $
6iShares Core MSCI EAFE ETF 55,7345M $
7Vanguard Total Bond Market ETF 60,8704.5M $
8iShares Core S&P U.S. Growth ETF 22,5663.5M $
9iShares Trust 29,1653.5M $
10iShares MSCI EAFE ETF 30,5243M $
11Vanguard FTSE Developed Markets ETF 36,7252.4M $
12Stryker Corp 5,4901.8M $
13iShares Trust 20,4851.7M $
14Amphenol Corp 13,1981.7M $
15Apple Inc 6,4071.6M $
16iShares TIPS Bond ETF 13,4101.5M $
17Vanguard Real Estate ETF 16,0541.4M $
18iShares Core MSCI Emerging Markets ETF 16,2591.1M $
19VANGUARD GLOBAL EX-U.S. REAL E VANGUARD GLBL EX-US REAL EST 22,5581M $
20Invesco QQQ Trust Series 1 1,662959.5K $
21Community Trust Bancorp Inc 15,557944.6K $
22iShares Core U.S. Aggregate Bond ETF 9,340927.2K $
23Freedom 100 Emerging Markets E 15,856866.5K $
24iShares Russell 1000 Growth ETF 2,024863.1K $
25iShares Preferred and Income S 28,211855.4K $
26iShares Trust 3,865825.9K $
27iShares Trust 8,056823.7K $
28iShares MSCI EAFE Small-Cap ETF 8,774688K $
29Vanguard Ultra Short Bond ETF 12,476621.1K $
30Fidelity Total Bond ETF 12,964591.4K $
31iShares Core S&P Total U.S. Stock Market ETF 3,930559.8K $
32Vanguard S&P 500 ETF 924552.3K $
33iShares Core S&P Mid-Cap ETF 8,174552K $
34Vanguard Total Stock Market ETF 1,262404.9K $
35iShares Core S&P Small-Cap ETF 3,102385.7K $
36Schwab Fundamental International Equity Etf 7,822382.7K $
37Schwab U.S. Small-Cap ETF 11,515334.8K $
38Visa Inc 1,082327K $
39Vanguard Large-Cap ETF 1,054314.9K $
40Amazon.com Inc 1,478307.8K $
41Avantis US Large Cap Value ETF 3,781304.8K $
42Vanguard International Equity Index Funds 5,578301.5K $
43NVIDIA Corp 1,650287.8K $
44Schwab U.S. Large-Cap ETF 10,753275.7K $
45Crowdstrike Holdings Inc 680265.5K $
46iShares Russell 2000 Growth ETF 814255.4K $
47Schwab Strategic Trust 7,595231.7K $
48iShares MSCI Emerging Markets ETF 4,048229.9K $
49Schwab Strategic Trust 7,849228.6K $
50Vanguard Total International S 2,926225.6K $
51Moody's Corp 475207.2K $
52International Business Machines Corp. 850206K $
53iShares Russell 2000 Value ETF 1,081204.9K $