Hefty Wealth Partners

13F Portfolio Filings

Most recent 13F
Q1 2018
Location
Auburn, IN
CIK
0001674672
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q1 2018 239 155,247 ITOT, XMLV, URTH, IUSB 13F-HR 4/2/2018 000167467218000003
Q4 2017 249 161,463 ITOT, XMLV, AGG, BNDX 13F-HR 1/3/2018 000167467218000001
Q3 2017 250 151,265 ITOT, GBIL, BNDX, XMLV 13F-HR 10/2/2017 000167467217000005
Q2 2017 243 146,400 VTI, GBIL, BNDX, SHY 13F-HR 7/6/2017 000167467217000004
Q1 2017 248 137,450 GBIL, BNDX, SHY, USMV 13F-HR 4/6/2017 000167467217000002
Q4 2016 237 119,345 XMLV, USMV, BNDX, SHY 13F-HR 1/5/2017 000167467217000001
Q3 2016 242 131,753 BSV, AGG, XMLV, BNDX 13F-HR 10/5/2016 000167467216000004
Q2 2016 210 121,184 AGG, XMLV, USMV, BNDX 13F-HR 7/11/2016 000167467216000003
Q1 2016 218 106,902 AGG, BSV, USMV, XMLV 13F-HR 5/16/2016 000167467216000002
Q4 2015 204 104,902 AGG, SHY, IWP, IWS 13F-HR 5/16/2016 000167467216000001