Visionary Horizons, LLC
CIK 2003615 · Holdings on Dec 31, 2023 · First reported Jan 23, 2024
Top ten holdings
Q4 2023- SPYV15.25%
- SCHG14.62%
- FNDF7.98%
- AVUV7.70%
- AVEM6.30%
- VCLT5.38%
- BLV4.39%
- KBE3.27%
- QQQ2.78%
- AVUS2.50%
Share classes counted separately70.17%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | SPYVSS SPDR P S&P 500 VALUE ETFPRTFLO S&P500 VL View history and evidence | $18.81M | 15.25% | 403.29K shares | Prior unavailable — | — | ↗▾ |
| 02 | SCHGSCHWAB US LARGE-CAP GROWTHUS LCAP GR ETF View history and evidence | $18.03M | 14.62% | 217.37K shares | Prior unavailable — | — | ↗▾ |
| 03 | FNDFSCHWAB FNDMN INTL LRG CO ETFSCHWB FDT INT LG View history and evidence | $9.84M | 7.98% | 291.82K shares | Prior unavailable — | — | ↗▾ |
| 04 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $9.49M | 7.70% | 105.70K shares | Prior unavailable — | — | ↗▾ |
| 05 | AVEMAVANTIS EMERGING MARKETS EQAVANTIS EMGMKT View history and evidence | $7.77M | 6.30% | 137.83K shares | Prior unavailable — | — | ↗▾ |
| 06 | VCLTVANGUARD LONG-TERM CORP BONDLG-TERM COR BD View history and evidence | $6.63M | 5.38% | 82.77K shares | Prior unavailable — | — | ↗▾ |
| 07 | BLVVANGUARD LONG-TERM BOND ETFLONG TERM BOND View history and evidence | $5.42M | 4.39% | 72.61K shares | Prior unavailable — | — | ↗▾ |
| 08 | KBESS SPDR S&P BANK ETFS&P BK ETF View history and evidence | $4.03M | 3.27% | 87.56K shares | Prior unavailable — | — | ↗▾ |
| 09 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $3.42M | 2.78% | 8.36K shares | Prior unavailable — | — | ↗▾ |
| 10 | AVUSAVANTIS U.S. EQUITY ETFUS EQT ETF View history and evidence | $3.08M | 2.50% | 37.76K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2003615 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-01-23
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 123344537
}Research all 81 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.