Loading…
CIK 0002023493 • 6 13F filings • Apr 25, 2025 – Jul 9, 2026
Import this data to Google Sheets with:
=jivedata("william-howard-co-financial-advisors-inc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMAZON COM INC | COM | $265K | 0.2%Prev: 0.2% | 1,147 SH | Increased |
| AMERICAN CENTY ETF TR | US LARGE CAP VLU | $286K | 0.2%Prev: 0.2% | 3,771 SH | Increased+14 SH |
| AMPHENOL CORP NEW | CL A | $1.8M | 1.5%Prev: 1.5% | 13,198 SH | Increased-716 SH |
| APPLE INC | COM | $1.8M | 1.5%Prev: 1.5% | 6,733 SH | Increased |
| BERKSHIRE HATHAWAY INC DEL | CL B NEW | $215K | 0.2%Prev: 0.2% | 428 SH | Decreased |
| COMMUNITY TR BANCORP INC | COM | $879K | 0.7%Prev: 0.7% | 15,557 SH | Increased |
| CROWDSTRIKE HLDGS INC | CL A | $319K | 0.3%Prev: 0.3% | 680 SH | Decreased |
| EA SERIES TRUST | FREEDOM 100 EM | $813K | 0.7%Prev: 0.6% | 15,856 SH | Increased+45 SH |
| FIDELITY MERRIMACK STR TR | TOTAL BD ETF | $597K | 0.5%Prev: 0.5% | 12,964 SH | Decreased |
| INTERNATIONAL BUSINESS MACHS | COM | $263K | 0.2%Prev: 0.2% | 887 SH | Increased |
| INVESCO QQQ TR | UNIT SER 1 | $1.0M | 0.9%Prev: 0.9% | 1,662 SH | Increased-30 SH |
| ISHARES BITCOIN TRUST ETF | SHS BEN INT | $202K | 0.2%Prev: 0.2% | 4,076 SH | Decreased+438 SH |
| ISHARES INC | CORE MSCI EMKT | $1.1M | 0.9%Prev: 1.0% | 16,486 SH | Decreased-617 SH |
| ISHARES TR | 1 3 YR TREAS BD | $1.7M | 1.4%Prev: 1.4% | 20,461 SH | Increased+52 SH |
| ISHARES TR | 3 7 YR TREAS BD | $3.5M | 2.9%Prev: 3.0% | 29,157 SH | Decreased+19 SH |
| ISHARES TR | 7-10 YR TRSY BD | $12.5M | 10.5%Prev: 10.9% | 129,665 SH | Decreased-2,863 SH |
| ISHARES TR | CORE MSCI EAFE | $5.0M | 4.2%Prev: 4.1% | 56,056 SH | Increased+964 SH |
| ISHARES TR | CORE S&P MCP ETF | $539K | 0.5%Prev: 0.5% | 8,166 SH | Increased+16 SH |
| ISHARES TR | CORE S&P SCP ETF | $373K | 0.3%Prev: 0.3% | 3,102 SH | Increased |
| ISHARES TR | CORE S&P TTL STK | $582K | 0.5%Prev: 0.5% | 3,914 SH | Increased+10 SH |
| ISHARES TR | CORE S&P US GWT | $3.8M | 3.2%Prev: 3.2% | 22,566 SH | Increased |
| ISHARES TR | CORE S&P US VLU | $826K | 0.7%Prev: 0.7% | 8,056 SH | Increased |
| ISHARES TR | CORE S&P500 ETF | $27.9M | 23.5%Prev: 23.5% | 40,739 SH | Increased-434 SH |
| ISHARES TR | CORE US AGGBD ET | $933K | 0.8%Prev: 0.8% | 9,340 SH | Decreased |
| ISHARES TR | EAFE SML CP ETF | $682K | 0.6%Prev: 0.6% | 8,799 SH | Increased+320 SH |
| ISHARES TR | MSCI EAFE ETF | $2.9M | 2.5%Prev: 2.4% | 30,575 SH | Increased+34 SH |
| ISHARES TR | MSCI EMG MKT ETF | $221K | 0.2%Prev: 0.2% | 4,048 SH | Increased-3 SH |
| ISHARES TR | PFD AND INCM SEC | $870K | 0.7%Prev: 0.7% | 28,092 SH | Decreased+327 SH |
| ISHARES TR | RUS 1000 GRW ETF | $957K | 0.8%Prev: 0.8% | 2,022 SH | Increased+2 SH |
| ISHARES TR | RUS 1000 VAL ETF | $810K | 0.7%Prev: 0.7% | 3,851 SH | Increased+19 SH |
| ISHARES TR | RUS 2000 GRW ETF | $263K | 0.2%Prev: 0.2% | 814 SH | Increased |
| ISHARES TR | RUS 2000 VAL ETF | $234K | 0.2%Prev: 0.2% | 1,289 SH | Increased |
| ISHARES TR | RUSSELL 2000 ETF | $11.7M | 9.9%Prev: 9.8% | 47,586 SH | Increased+90 SH |
| ISHARES TR | RUSSELL 3000 ETF | $5.5M | 4.7%Prev: 4.6% | 14,271 SH | Increased-49 SH |
| ISHARES TR | SELECT US REIT | $9.6M | 8.1%Prev: 8.4% | 160,269 SH | Decreased+513 SH |
| ISHARES TR | TIPS BD ETF | $1.5M | 1.2%Prev: 1.3% | 13,410 SH | Decreased+87 SH |
| MICROSOFT CORP | COM | $244K | 0.2%Prev: 0.2% | 505 SH | Decreased |
| MOODYS CORP | COM | $243K | 0.2%Prev: 0.2% | 475 SH | Increased |
| NVIDIA CORPORATION | COM | $308K | 0.3%Prev: 0.3% | 1,650 SH | Decreased |
| SCHWAB STRATEGIC TR | FUNDAMENTAL INTL | $354K | 0.3%Prev: 0.3% | 7,822 SH | Increased+229 SH |
| SCHWAB STRATEGIC TR | US LCAP GR ETF | $266K | 0.2%Prev: 0.2% | 8,147 SH | Increased+8 SH |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | $235K | 0.2%Prev: 0.2% | 7,949 SH | Decreased-456 SH |
| SCHWAB STRATEGIC TR | US LRG CAP ETF | $289K | 0.2%Prev: 0.2% | 10,721 SH | Increased+32 SH |
| SCHWAB STRATEGIC TR | US SML CAP ETF | $327K | 0.3%Prev: 0.3% | 11,498 SH | Increased+50 SH |
| STRYKER CORPORATION | COM | $1.9M | 1.6%Prev: 1.7% | 5,490 SH | Decreased |
| VANGUARD ADMIRAL FDS INC | SMLLCP 600 IDX | $223K | 0.2%Prev: 0.2% | 2,014 SH | Increased+26 SH |
| VANGUARD BD INDEX FDS | TOTAL BND MRKT | $4.5M | 3.8%Prev: 3.7% | 60,532 SH | Increased+1,388 SH |
| VANGUARD BD INDEX FDS | VANGUARD ULTRA | $622K | 0.5%Prev: 0.5% | 12,476 SH | Decreased |
| VANGUARD INDEX FDS | LARGE CAP ETF | $226K | 0.2%Prev: 0.2% | 719 SH | Increased+4 SH |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $1.3M | 1.1%Prev: 1.2% | 15,054 SH | Decreased+58 SH |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | $575K | 0.5%Prev: 0.5% | 917 SH | Increased-8 SH |
| VANGUARD INDEX FDS | TOTAL STK MKT | $403K | 0.3%Prev: 0.3% | 1,203 SH | Increased+88 SH |
| VANGUARD INTL EQUITY INDEX F | FTSE EMR MKT ETF | $300K | 0.3%Prev: 0.3% | 5,578 SH | Decreased+40 SH |
| VANGUARD INTL EQUITY INDEX F | GLB EX US ETF | $1.0M | 0.9%Prev: 0.9% | 22,558 SH | Decreased+124 SH |
| VANGUARD STAR FDS | VG TL INTL STK F | $221K | 0.2% | 2,926 SH | New |
| VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | $2.2M | 1.9%Prev: 1.8% | 35,316 SH | Increased-330 SH |
| VISA INC | COM CL A | $379K | 0.3%Prev: 0.3% | 1,082 SH | Increased |
| 13F-HR |
| 0002063364-26-000188 |
| $128.6M |
| View |
| Jul 11, 2025 | Q2 2025 | 13F-HR | 0002063364-25-000115 | $114.6M | View |
| Apr 30, 2026 | Q1 2026 | 13F-HR | 0002063364-26-000138 | $115.8M | View |
| Apr 25, 2025 | Q1 2025 | 13F-HR | 0002063364-25-000037 | $106.7M | View |