Top 50 Horan Securities, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVV | iShares Core S&P 500 ETF | 46.3% | 211.9K | $131.6M | โ | โ | โ | 2025-06-30 |
| IJH | iShares Core S&P Mid-Cap ETF | 7.62% | 349.1K | $21.7M | โ | โ | โ | 2025-06-30 |
| IJR | iShares Core S&P Small-Cap ETF | 6.31% | 164.1K | $17.9M | โ | โ | โ | 2025-06-30 |
| PG | Procter & Gamble Co | 3.79% | 67.6K | $10.8M | โ | โ | โ | 2025-06-30 |
| AAPL | Apple Inc | 1.61% | 22.3K | $4.6M | โ | โ | โ | 2025-06-30 |
| IWF | iShares Russell 1000 Growth ETF | 1.21% | 8.1K | $3.4M | โ | โ | โ | 2025-06-30 |
| MSFT | Microsoft Corp | 1.21% | 6.9K | $3.4M | โ | โ | โ | 2025-06-30 |
| NVDA | NVIDIA Corp | 0.91% | 16.3K | $2.6M | โ | โ | โ | 2025-06-30 |
| VTI | Vanguard Total Stock Market ETF | 0.84% | 7.9K | $2.4M | โ | โ | โ | 2025-06-30 |
| GE | General Electric Co | 0.8% | 8.9K | $2.3M | โ | โ | โ | 2025-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +17.48% | +55.75% |
| Top 20 Holdings Unweighted | +11.39% | +34.52% |
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