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 | AVLV | AMERICAN CENTY ETF TR | — | 3,781.0 | $305K | 0.26% | — | — | $80.62 | +9.4% |
| 42 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,578.0 | $301K | 0.26% | — | — | $54.05 | +7.9% |
| 43 | NVDA | NVIDIA CORPORATION | Technology | 1,650.0 | $288K | 0.25% | — | — | $174.40 | +26.3% |
| 44 | SCHX | SCHWAB STRATEGIC TR | — | 10,753.0 | $276K | 0.24% | — | — | $25.64 | +13.3% |
| 45 | CRWD | CROWDSTRIKE HLDGS INC | Technology | 680.0 | $265K | 0.23% | — | — | $390.41 | +65.7% |
| 46 | IWO | ISHARES TR | — | 814.0 | $255K | 0.22% | — | — | $313.81 | +16.2% |
| 47 | SCHV | SCHWAB STRATEGIC TR | — | 7,595.0 | $232K | 0.20% | -354.0 | -4.5% | $30.50 | +7.5% |
| 48 | VIOO | VANGUARD ADMIRAL FDS INC | — | 2,014.0 | $231K | 0.20% | — | — | $114.83 | +8.6% |
| 49 | EEM | ISHARES TR | — | 4,048.0 | $230K | 0.20% | — | — | $56.79 | +15.3% |
| 50 | SCHG | SCHWAB STRATEGIC TR | — | 7,849.0 | $229K | 0.20% | -298.0 | -3.7% | $29.13 | +17.2% |
| 51 | VXUS | VANGUARD STAR FDS | — | 2,926.0 | $226K | 0.20% | — | — | $77.11 | +8.9% |
| 52 | MCO | MOODYS CORP | Financial Services | 475.0 | $207K | 0.18% | — | — | $436.25 | +1.6% |
| 53 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 850.0 | $206K | 0.18% | -37.0 | -4.2% | $242.39 | +0.0% |
| 54 | IWN | ISHARES TR | — | 1,081.0 | $205K | 0.18% | -208.0 | -16.1% | $189.59 | +9.8% |
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
47.1%
Financial Services
28.3%
Healthcare
21.0%
Consumer Cyclical
3.6%