Horan Securities, Inc. - Portfolio overview

Horan Securities, Inc. has 152 reported holdings in this dataset, with the latest filing dated 2025-08-06.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Consumer Defensive.

Largest reported holdings by portfolio allocation

  1. IVV - iShares Core S&P 500 ETF, 46.30%
  2. IJH - iShares Core S&P Mid-Cap ETF, 7.62%
  3. IJR - iShares Core S&P Small-Cap ETF, 6.31%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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