Heartwood Wealth Advisors LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Richmond, VA
CIK
0001794935
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 148 751,130 VV, VB, VEA, SCHE 13F-HR 1/17/2024 000179493524000002
Q3 2023 130 678,032 VV, VB, VEA, SCHE 13F-HR 10/17/2023 000179493523000006
Q2 2023 140 704,956 VV, VB, VEA, SCHE 13F-HR 7/19/2023 000179493523000005
Q1 2023 133 670,978 VV, VB, VEA, SCHE 13F-HR 4/14/2023 000179493523000004
Q4 2022 125 638,582 VV, VB, VEA, SCHE 13F-HR 1/12/2023 000179493523000003
Q3 2022 111 577,346 VV, VB, VEA, SCHE 13F-HR 10/25/2022 000179493522000005
Q2 2022 115 607,618 VV, VEA, VB, SCHE 13F-HR 7/25/2022 000179493522000004
Q1 2022 118 671,510 VV, VEA, VB, SCHE 13F-HR 4/26/2022 000179493522000003
Q4 2021 105 665,701 VV, VB, VEA, SCHE 13F-HR 1/12/2022 000179493522000001
Q3 2021 98 642,356 VV, VEA, VB, SCHE 13F-HR 10/12/2021 000179493521000005
Q2 2021 97 650,423 VV, VB, VEA, SCHE 13F-HR 7/21/2021 000179493521000004
Q1 2021 87 622,702 VV, VB, VEA, SCHE 13F-HR 4/19/2021 000179493521000003
Q4 2020 80 619,563 VB, VEA, VV, SCHE 13F-HR 1/26/2021 000179493521000001
Q3 2020 76 522,848 VV, VEA, VB, SCHE 13F-HR 10/28/2020 000179493520000005
Q2 2020 75 505,095 VV, VB, VEA, SCHE 13F-HR 8/5/2020 000179493520000004
Q1 2020 66 416,741 VEA, VV, VB, SCHE 13F-HR 5/4/2020 000179493520000003
Q4 2019 85 523,158 VEA, VV, VWO, VB 13F-HR 1/31/2020 000179493520000002