Horizon Investments, LLC Diversified Active

CIK: 0001560717 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 1, 2013

Total Value ($000): $343,474 (100.0% shares, 0.0% debt)

Holdings (58)

SPY SPDR SP 500 23.5%
Value ($000) $80,645 Shares 502,706 Est. Cost $160.42 Unrealized
DIA SPDR DOW JONES INDUSTRIAL AVER 20.0%
Value ($000) $68,659 Shares 462,193 Est. Cost $148.55 Unrealized
IWX ISHARES RUSSELL TOP 200 VALUE 11.4%
Value ($000) $39,175 Shares 1,094,266 Est. Cost $35.80 Unrealized
IVV ISHARES CORE SP 500 ETF 6.8%
Value ($000) $23,263 Shares 144,597 Est. Cost $160.88 Unrealized
SHY ISHARES BARCLAYS 1-3 YEAR TREA 5.8%
Value ($000) $20,037 Shares 237,745 Est. Cost $84.28 Unrealized
AGG ISHARES CORE TOTAL US BOND MAR 4.6%
Value ($000) $15,663 Shares 146,096 Est. Cost $107.21 Unrealized
POWERSHARES SENIOR LOAN PORT 4.6%
Value ($000) $15,650 Shares 632,296 Est. Cost $24.75 Unrealized
SOXX ISHARES PHLX SOX SEMICONDUCTOR 3.6%
Value ($000) $12,512 Shares 196,970 Est. Cost $63.52 Unrealized
IWO ISHARES RUSSELL 2000 GROWTH IN 3.6%
Value ($000) $12,343 Shares 110,690 Est. Cost $111.51 Unrealized
XLF FINANCIAL SELECT SECTOR SPDR 3.5%
Value ($000) $11,985 Shares 616,186 Est. Cost $19.45 Unrealized
IWF ISHARES RUSSELL 1000 GROWTH IN 1.4%
Value ($000) $4,938 Shares 67,873 Est. Cost $72.75 Unrealized
IWD ISHARES RUSSELL 1000 VALUE IND 1.1%
Value ($000) $3,780 Shares 45,108 Est. Cost $83.80 Unrealized
BOND PIMCO TOTAL RETURN ETF 1.0%
Value ($000) $3,464 Shares 32,838 Est. Cost $105.49 Unrealized
BSV VANGUARD SHORT-TERM BOND ETF 1.0%
Value ($000) $3,386 Shares 42,296 Est. Cost $80.05 Unrealized
EFA ISHARES MSCI EAFE INDEX 0.7%
Value ($000) $2,324 Shares 40,551 Est. Cost $57.31 Unrealized
ELD WISDOMTREE EMERGING MARKETS LO 0.5%
Value ($000) $1,712 Shares 35,634 Est. Cost $48.04 Unrealized
VTV VANGUARD VALUE ETF 0.4%
Value ($000) $1,469 Shares 21,727 Est. Cost $67.61 Unrealized
IWR ISHARES RUSSELL MIDCAP INDEX 0.4%
Value ($000) $1,344 Shares 10,347 Est. Cost $129.89 Unrealized
VWO VANGUARD FTSE EMERGING MARKETS 0.3%
Value ($000) $1,145 Shares 29,517 Est. Cost $38.79 Unrealized
VO VANGUARD MID-CAP ETF 0.3%
Value ($000) $998 Shares 10,490 Est. Cost $95.14 Unrealized
SCHD SCHWAB U.S. DIVIDEND EQUITY ET 0.2%
Value ($000) $855 Shares 26,159 Est. Cost $32.68 Unrealized
ADP AUTOMATIC DATA PROCESSING 0.2%
Value ($000) $778 Shares 11,300 Est. Cost $45.09 Unrealized 0.0%
GLAXOSMITHKLINE PLC ADR 0.2%
Value ($000) $768 Shares 15,375 Est. Cost $49.95 Unrealized
PEP PEPSICO INC 0.2%
Value ($000) $768 Shares 9,390 Est. Cost $56.00 Unrealized 0.0%
TGT TARGET CORP 0.2%
Value ($000) $759 Shares 11,024 Est. Cost $47.95 Unrealized 0.0%
PRAXAIR, INC. 0.2%
Value ($000) $742 Shares 6,442 Est. Cost $115.18 Unrealized
CVX CHEVRON CORP 0.2%
Value ($000) $733 Shares 6,196 Est. Cost $71.30 Unrealized 0.0%
TSM TAIWAN SEMICONDUCTOR MANUFACTU 0.2%
Value ($000) $730 Shares 39,843 Est. Cost $18.32 Unrealized
BAX BAXTER INTERNATIONAL INC. 0.2%
Value ($000) $727 Shares 10,496 Est. Cost $30.42 Unrealized 0.0%
WALGREEN COMPANY 0.2%
Value ($000) $720 Shares 16,282 Est. Cost $44.22 Unrealized
EMR EMERSON ELECTRIC CO. 0.2%
Value ($000) $706 Shares 12,942 Est. Cost $40.02 Unrealized 0.0%
BMO BANK OF MONTREAL 0.2%
Value ($000) $688 Shares 11,849 Est. Cost $36.25 Unrealized 0.0%
LQD ISHARES IBOXX $ INVEST GRADE C 0.2%
Value ($000) $680 Shares 5,980 Est. Cost $113.71 Unrealized
VB VANGUARD SMALL CAP ETF 0.2%
Value ($000) $628 Shares 6,704 Est. Cost $93.68 Unrealized
FXD FIRST TRUST CONSUMER DISC ALPH 0.2%
Value ($000) $616 Shares 22,715 Est. Cost $27.12 Unrealized
FXG FIRST TRUST CONSUMER STAPLES A 0.2%
Value ($000) $611 Shares 19,785 Est. Cost $30.88 Unrealized
FXH FIRST TRUST HEALTH CARE ALPHAD 0.2%
Value ($000) $610 Shares 15,367 Est. Cost $39.70 Unrealized
FDN FIRST TRUST DOW JONES INTERNET 0.2%
Value ($000) $606 Shares 13,355 Est. Cost $45.38 Unrealized
FBT FIRST TRUST NYSE ARCA BIOTECH 0.2%
Value ($000) $583 Shares 10,021 Est. Cost $58.18 Unrealized
POWERSHARES INTERNATIONAL CORP 0.2%
Value ($000) $525 Shares 19,041 Est. Cost $27.57 Unrealized
VFH VANGUARD FINANCIALS ETF 0.1%
Value ($000) $507 Shares 12,695 Est. Cost $39.94 Unrealized
IJH ISHARES CORE SP MID-CAP ETF 0.1%
Value ($000) $501 Shares 4,334 Est. Cost $115.60 Unrealized
SPDR BARCLAYS HIGH YIELD BOND 0.1%
Value ($000) $450 Shares 11,398 Est. Cost $39.48 Unrealized
POWERSHARES DB ENERGY 0.1%
Value ($000) $432 Shares 15,894 Est. Cost $27.18 Unrealized
POWERSHARES DB COMMODITY INDEX 0.1%
Value ($000) $421 Shares 16,754 Est. Cost $25.13 Unrealized
CSX CSX CORP 0.1%
Value ($000) $355 Shares 15,324 Est. Cost $6.66 Unrealized 0.0%
NSC NORFOLK SOUTHERN CORPORATION 0.1%
Value ($000) $352 Shares 4,842 Est. Cost $57.67 Unrealized 0.0%
TBT PROSHARES ULTRASHORT 20+ YEAR 0.1%
Value ($000) $352 Shares 4,857 Est. Cost $72.47 Unrealized
IVE ISHARES SP 500 VALUE INDEX 0.1%
Value ($000) $344 Shares 4,539 Est. Cost $75.79 Unrealized
MUB ISHARES SP NATIONAL AMT-FREE M 0.1%
Value ($000) $335 Shares 3,193 Est. Cost $104.92 Unrealized
IXG ISHARES SP GLOBAL FINANCIALS 0.1%
Value ($000) $305 Shares 6,300 Est. Cost $48.41 Unrealized
PROSHARES ULTRASHORT SP500 0.1%
Value ($000) $226 Shares 5,541 Est. Cost $40.79 Unrealized
NMFC NEW MOUNTAIN FINANCE CORP 0.0%
Value ($000) $151 Shares 10,688 Est. Cost $3.91 Unrealized 0.0%
VLY VALLEY NATIONAL BANCORP 0.0%
Value ($000) $112 Shares 11,860 Est. Cost $9.34 Unrealized 0.0%
ACTIVE NETWORK INC 0.0%
Value ($000) $87 Shares 11,439 Est. Cost $7.61 Unrealized
SILICON IMAGE, INC. 0.0%
Value ($000) $81 Shares 13,860 Est. Cost $5.84 Unrealized
ARMOUR RESIDENTIAL REIT INC 0.0%
Value ($000) $74 Shares 15,771 Est. Cost $4.69 Unrealized
ABR ARBOR REALTY TRUST, INC. 0.0%
Value ($000) $64 Shares 10,208 Est. Cost $6.27 Unrealized