Heartwood Wealth Management Ltd
Q3 2016 13F Holdings
- Locationlondon, X0
- Num holdings
18
- Value ($000)
$58,938
- Date Filed10/24/2016
- Form type13F-HR
- CIK0001645754
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2016 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
MGV VANGUARD WORLD FD | MEGA CAP VAL ETF | 921910840 | $26.44M | 45 % | 421,896 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.98M | 29 % | 85,458 | ||
IGV ISHARES TR | NA TEC-SFTWR ETF | 464287515 | $9.06M | 15 % | 79,799 | ||
VV VANGUARD INDEX FDS | LARGE CAP ETF | 922908637 | $2.44M | 4 % | 24,595 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.14M | 2 % | 5,257 | ||
MDLZ MONDELEZ INTL INC | CL A | 609207105 | $711.00K | 1 % | 16,200 | ||
IJH ISHARES TR | CORE S&P MCP ETF | 464287507 | $700.00K | 1 % | 4,522 | ||
KHC KRAFT HEINZ CO | COM | 500754106 | $483.00K | 1 % | 5,400 | ||
IWM ISHARES TR | RUSSELL 2000 ETF | 464287655 | $391.00K | 1 % | 3,149 | ||
Planet Payment | SHS | U72603118 | $382.00K | 1 % | 102,850 |
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