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Instuitional Investor - Heartwood Wealth Advisors Llc

Fund Profile
Filing Period:
Fund Name: Heartwood Wealth Advisors Llc
Portfolio Value $523,158,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard Ftse Developed Markets Etf
1,368,396 $60,292 11.52%
Vanguard Large-Cap Index Fund
405,834 $59,998 11.46%
3. VWO 978,655 $43,521 8.31%
Vanguard Small-Cap Index Fund
251,147 $41,600 7.95%
Vanguard Mid-Cap Index Fund
169,694 $30,236 5.77%