13F HOLDINGS REPORT
William Howard & Co Financial Advisors Inc
Quarter ended Q4 2024 · Filed January 28, 2025 · Accession 0002011188-25-000004
Total Value
$110,501
Positions
52
Other Managers
0
Confidential Omitted
No
Holdings (52)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | ISHARES TR | 464287200 | 46,595 | $27,429 | 24.82% |
| 2 | ISHARES TR | 464287440 | 138,502 | $12,805 | 11.59% |
| 3 | ISHARES TR | 464287655 | 47,948 | $10,594 | 9.59% |
| 4 | ISHARES TR | 464287564 | 156,941 | $9,458 | 8.56% |
| 5 | ISHARES TR | 464287689 | 16,041 | $5,361 | 4.85% |
| 6 | ISHARES TR | 46432F842 | 59,006 | $4,147 | 3.75% |
| 7 | VANGUARD BD INDEX FDS | 921937835 | 56,757 | $4,081 | 3.69% |
| 8 | ISHARES TR | 464288661 | 29,193 | $3,374 | 3.05% |
| 9 | ISHARES TR | 464287671 | 22,566 | $3,145 | 2.85% |
| 10 | ISHARES TR | 464287465 | 31,023 | $2,346 | 2.12% |
| 11 | APPLE INC | AAPL | 8,049 | $2,015 | 1.82% |
| 12 | STRYKER CORPORATION | SYK | 5,490 | $1,977 | 1.79% |
| 13 | VANGUARD TAX-MANAGED FDS | 921943858 | 36,699 | $1,755 | 1.59% |
| 14 | ISHARES TR | 464287457 | 20,302 | $1,664 | 1.51% |
| 15 | ISHARES TR | 464287176 | 14,563 | $1,552 | 1.40% |
| 16 | VANGUARD INDEX FDS | 922908553 | 14,457 | $1,287 | 1.16% |
| 17 | AMPHENOL CORP NEW | 032095101 | 13,914 | $966 | 0.87% |
| 18 | ISHARES TR | 464287226 | 9,462 | $916 | 0.83% |
| 19 | INVESCO QQQ TR | IVZ | 1,775 | $907 | 0.82% |
| 20 | ISHARES INC | 46434G103 | 17,253 | $900 | 0.81% |
| 21 | VANGUARD INTL EQUITY INDEX F | 922042676 | 22,555 | $892 | 0.81% |
| 22 | ISHARES TR | 464288687 | 27,500 | $865 | 0.78% |
| 23 | COMMUNITY TR BANCORP INC | 204149108 | 15,593 | $827 | 0.75% |
| 24 | ISHARES TR | 464287614 | 2,014 | $809 | 0.73% |
| 25 | ISHARES TR | 464287663 | 8,520 | $789 | 0.71% |
| 26 | ISHARES TR | 464287598 | 3,782 | $700 | 0.63% |
| 27 | VANGUARD BD INDEX FDS | 92203C303 | 12,476 | $619 | 0.56% |
| 28 | FIDELITY MERRIMACK STR TR | 316188309 | 12,964 | $582 | 0.53% |
| 29 | VANGUARD INDEX FDS | 922908363 | 1,078 | $581 | 0.53% |
| 30 | ISHARES TR | 464288273 | 9,454 | $574 | 0.52% |
| 31 | ISHARES TR | 464287507 | 9,039 | $563 | 0.51% |
| 32 | EA SERIES TRUST | 02072L607 | 16,201 | $529 | 0.48% |
| 33 | AMAZON COM INC | AMZN | 1,801 | $395 | 0.36% |
| 34 | ISHARES TR | 464287150 | 3,057 | $393 | 0.36% |
| 35 | ISHARES TR | 464287804 | 3,270 | $376 | 0.34% |
| 36 | VISA INC | V | 1,082 | $342 | 0.31% |
| 37 | ISHARES TR | 464287648 | 1,148 | $330 | 0.30% |
| 38 | VANGUARD INDEX FDS | 922908769 | 1,046 | $303 | 0.27% |
| 39 | SCHWAB STRATEGIC TR | 808524607 | 11,347 | $293 | 0.27% |
| 40 | NVIDIA CORPORATION | NVDA | 2,126 | $285 | 0.26% |
| 41 | SCHWAB STRATEGIC TR | 808524755 | 7,553 | $251 | 0.23% |
| 42 | AMERICAN CENTY ETF TR | 025072349 | 3,717 | $248 | 0.22% |
| 43 | ISHARES TR | 464288869 | 1,897 | $248 | 0.22% |
| 44 | SCHWAB STRATEGIC TR | 808524201 | 10,595 | $246 | 0.22% |
| 45 | VANGUARD INTL EQUITY INDEX F | 922042858 | 5,520 | $243 | 0.22% |
| 46 | CROWDSTRIKE HLDGS INC | CRWD | 680 | $233 | 0.21% |
| 47 | SCHWAB STRATEGIC TR | 808524300 | 8,329 | $232 | 0.21% |
| 48 | MOODYS CORP | MCO | 475 | $225 | 0.20% |
| 49 | SCHWAB STRATEGIC TR | 808524409 | 8,274 | $216 | 0.20% |
| 50 | ISHARES TR | 464287630 | 1,289 | $212 | 0.19% |
| 51 | VANGUARD ADMIRAL FDS INC | 921932828 | 1,988 | $211 | 0.19% |
| 52 | BERKSHIRE HATHAWAY INC DEL | BRK-A | 464 | $210 | 0.19% |