Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $1,287,647,708 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 377,107 | $129,690,868 | 10.07% | |
| 2. | Vanguard Small-Cap Etf - ETF | 383,312 | $116,189,533 | 9.02% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 863,734 | $61,541,048 | 4.78% | |
| 4. | SCHD | 1,518,670 | $55,066,974 | 4.28% | |
| 5. | VCIT | 150,400 | $50,943,488 | 3.96% |
Hedge Fund Resource Center 
