Portfolio (Quarterly)
Guide ↗
William Howard & Co Financial Advisors Inc
· CIK 0002023493| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 41 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,490.0 | $355K | 0.28% | +12.0 | +0.8% | $238.34 | +7.5% |
| 42 | AVLV | AMERICAN CENTY ETF TR | — | 3,793.0 | $346K | 0.27% | — | — | $91.22 | +3.0% |
| 43 | VWO | VANGUARD INTL EQUITY INDEX F | — | 5,580.0 | $333K | 0.26% | — | — | $59.69 | +2.2% |
| 44 | NVDA | NVIDIA CORPORATION | Technology | 1,650.0 | $330K | 0.26% | — | — | $200.10 | +13.9% |
| 45 | IWO | ISHARES TR | — | 814.0 | $321K | 0.25% | — | — | $393.96 | -1.8% |
| 46 | SCHX | SCHWAB STRATEGIC TR | — | 10,781.0 | $317K | 0.25% | — | — | $29.43 | +3.3% |
| 47 | MRVL | MARVELL TECHNOLOGY INC | Technology | 960.0 | $286K | 0.22% | NEW | — | $297.89 | -18.9% |
| 48 | VIOO | VANGUARD ADMIRAL FDS INC | — | 2,014.0 | $277K | 0.21% | — | — | $137.55 | -1.1% |
| 49 | EEM | ISHARES TR | — | 4,003.0 | $274K | 0.21% | -45.0 | -1.1% | $68.41 | -1.2% |
| 50 | SCHG | SCHWAB STRATEGIC TR | — | 7,857.0 | $266K | 0.21% | — | — | $33.84 | +6.0% |
| 51 | SCHV | SCHWAB STRATEGIC TR | — | 7,630.0 | $266K | 0.21% | — | — | $34.81 | -0.1% |
| 52 | VXUS | VANGUARD STAR FDS | — | 2,926.0 | $250K | 0.20% | — | — | $85.49 | +2.9% |
| 53 | IBM | INTERNATIONAL BUSINESS MACHS | Technology | 850.0 | $239K | 0.19% | — | — | $281.21 | -15.1% |
| 54 | MCO | MOODYS CORP | Financial Services | 475.0 | $215K | 0.17% | — | — | $452.92 | +12.4% |
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
52.4%
Financial Services
27.8%
Healthcare
16.4%
Consumer Cyclical
3.4%