Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $1,146,774,045 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 364,547 | $108,944,871 | 9.5% | |
| 2. | Vanguard Small-Cap Etf - ETF | 371,133 | $97,207,155 | 8.48% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 832,286 | $53,332,887 | 4.65% | |
| 4. | FNDF | 1,471,629 | $48,490,176 | 4.23% | |
| 5. | Vanguard Scottsdale Funds | 146,084 | $43,112,310 | 3.76% |
Hedge Fund Resource Center 
