Portfolio (Quarterly)
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William Howard & Co Financial Advisors Inc
· CIK 0002023493| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,578.0 | $300K | 0.25% | NEW | — | $53.76 | +10.8% |
| 42 | SCHX | SCHWAB STRATEGIC TR | — | 10,721.0 | $289K | 0.24% | NEW | — | $26.91 | +8.5% |
| 43 | AVLV | AMERICAN CENTY ETF TR | — | 3,771.0 | $286K | 0.24% | NEW | — | $75.76 | +20.8% |
| 44 | SCHG | SCHWAB STRATEGIC TR | — | 8,147.0 | $266K | 0.22% | NEW | — | $32.62 | +2.5% |
| 45 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,147.0 | $265K | 0.22% | NEW | — | $230.82 | +3.3% |
| 46 | IWO | ISHARES TR | — | 814.0 | $263K | 0.22% | NEW | — | $323.01 | +17.8% |
| 47 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 887.0 | $263K | 0.22% | NEW | — | $296.21 | -8.1% |
| 48 | MSFT | MICROSOFT CORP | Technology | 505.0 | $244K | 0.21% | NEW | — | $483.62 | -19.2% |
| 49 | MCO | MOODYS CORP | Financial Services | 475.0 | $243K | 0.20% | NEW | — | $510.85 | -12.3% |
| 50 | SCHV | SCHWAB STRATEGIC TR | — | 7,949.0 | $235K | 0.20% | NEW | — | $29.61 | +16.4% |
| 51 | IWN | ISHARES TR | — | 1,289.0 | $234K | 0.20% | NEW | — | $181.21 | +20.5% |
| 52 | VV | VANGUARD INDEX FDS | — | 719.0 | $226K | 0.19% | NEW | — | $314.66 | +8.5% |
| 53 | VIOO | VANGUARD ADMIRAL FDS INC | — | 2,014.0 | $223K | 0.19% | NEW | — | $110.96 | +19.7% |
| 54 | EEM | ISHARES TR | — | 4,048.0 | $221K | 0.19% | NEW | — | $54.71 | +24.1% |
| 55 | VXUS | VANGUARD STAR FDS | — | 2,926.0 | $221K | 0.19% | NEW | — | $75.44 | +13.6% |
| 56 | — | BERKSHIRE HATHAWAY INC DEL | — | 428.0 | $215K | 0.18% | NEW | — | $502.65 | — |
| 57 | IBIT | ISHARES BITCOIN TRUST ETF | Financial Services | 4,076.0 | $202K | 0.17% | NEW | — | $49.65 | -27.4% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
49.1%
Financial Services
28.2%
Healthcare
20.0%
Consumer Cyclical
2.7%