Instuitional Investor - Heartwood Wealth Advisors Llc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Vanguard Large-Cap Etf - ETF | 352,178 | $100,476,383 | 10.49% | |
2. | Vanguard Small-Cap Etf - ETF | 345,967 | $81,987,260 | 8.56% | |
3. | Vanguard Ftse Developed Markets Etf - ETF | 886,057 | $50,514,110 | 5.27% | |
4. | FNDF | 1,530,631 | $46,133,218 | 4.82% | |
5. | Vaneck Junior Gold Miners Etf - ETF | 649,506 | $43,900,111 | 4.58% |