HOWE & RUSLING INC - Portfolio overview

HOWE & RUSLING INC has 523 reported holdings in this dataset, with the latest filing dated 2026-04-28.

Its largest classified asset exposures are stocks and funds.

Its largest classified sector exposures are Technology and Healthcare.

Largest reported holdings by portfolio allocation

1. VTI - VANGUARD INDEX FDS, 5.10%
2. IUSG - ISHARES TR, 4.34%
3. IVV - ISHARES TR, 4.32%

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

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