Hefty Wealth Partners

Q1 2018 13F Holdings

  • Location
    auburn, IN
  • Num holdings

    239

  • Value ($000)

    $155,247

  • Date Filed
    04/02/2018
  • Form type
    13F-HR
  • CIK
    0001674672
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
ITOT
ITOT

iShares ETFs/USA

ETF
464287150
$9.57M
6 %

158,264

---

PowerShares ETFs/USA

ETF
73937B647
$7.03M
5 %

156,951

URTH
URTH

iShares ETFs/USA

ETF
464286392
$6.52M
4 %

74,863

IUSB
IUSB

iShares ETFs/USA

ETF
46434V613
$5.44M
4 %

109,013

GSLC
GSLC

Goldman Sachs ETF Trust

ETF
381430503
$4.18M
3 %

78,327

---

PowerShares ETFs/USA

ETF
73937B639
$3.50M
2 %

77,750

IVV
IVV

iShares ETFs/USA

ETF
464287200
$3.40M
2 %

12,822

SHY
SHY

iShares ETFs/USA

ETF
464287457
$3.37M
2 %

40,301

KRE
KRE

State Street ETF/USA

ETF
78464A763
$3.35M
2 %

36,745

VO
VO

Vanguard ETF/USA

ETF
922908629
$3.19M
2 %

20,687

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