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Instuitional Investor - Heartwood Wealth Management Ltd

Fund Profile
Filing Period:
Fund Name: Heartwood Wealth Management Ltd
Portfolio Value $58,938,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value (x$1000) % Port
Vanguard World Fd
421,896 $26,440 44.86%
Vanguard Index Fds
85,458 $16,980 28.8%
3. IEF 79,799 $9,060 15.37%
Vanguard Index Fds
24,595 $2,439 4.13%
5. IEF 5,257 $1,144 1.94%