Instuitional Investor - Heartwood Wealth Advisors Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 354,707 | $109,200,097 | 10.19% | |
| 2. | Vanguard Small-Cap Etf - ETF | 349,079 | $88,763,808 | 8.28% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 891,654 | $53,427,908 | 4.99% | |
| 4. | SMH | 524,950 | $51,985,799 | 4.85% | |
| 5. | FNDF | 1,541,281 | $51,432,547 | 4.8% |
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