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Institutional Investment Manager
Horizon Investments, LLC
Horizon Investments, LLC (CIK: 0001560717) incorporated in South Carolina, located at 6210 Ardrey Kell Road, Charlotte, NC. Institutional holdings reported to the SEC.
Institutional Holdings (2015Q1)
Original 13F HR (0001560717-15-000008) filed in 2015.05.15
#
Name
Shares
Value ($)
%
Options
Notes
101 VANGUARD BD INDEX FDS 9,957 830 0.08%
102 VANGUARD BD INDEX FDS 3,931 317 0.03%
103 VANGUARD CHARLOTTE FDS 9,981 540 0.05%
104 VANGUARD INDEX FDS 35,758 4,745 0.45%
105 VANGUARD INDEX FDS 23,565 2,888 0.27%
106 VANGUARD INDEX FDS 818,716 68,527 6.50%
107 VANGUARD INDEX FDS 117,946 9,872 0.94%
108 VANGUARD INTL EQUITY INDEX F 108,550 4,436 0.42%
109 VANGUARD INTL EQUITY INDEX F 564,505 34,593 3.28%
110 VANGUARD SCOTTSDALE FDS 189,918 10,147 0.96%
111 VANGUARD SCOTTSDALE FDS 212,957 20,039 1.90%
112 VANGUARD TAX-MANAGED FDS 104,924 4,179 0.40%
113 Van Eck 217,542 6,818 0.65%
114 WISDOMTREE TR 815,127 53,912 5.11%
115 WISDOMTREE TRUST EUROPE SMCP DV ETF 199,454 11,100 1.05%
116 XL GROUP PLC 5,569 205 0.02%
117 YUM BRANDS INC 36,246 2,853 0.27%
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