Heartwood Wealth Advisors LLC
Q4 2024 13F Holdings
- Locationrichmond, VA
- Num holdings
170
- Value ($000)
$888,007
- Date Filed01/10/2025
- Form type13F-HR
- CIK0001794935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD LARGE-CAP ETF | ETF | 922908637 | $104.73M | 12 % | 388,309 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $85.79M | 10 % | 357,040 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $43.58M | 5 % | 911,421 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $40.33M | 5 % | 1,514,620 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $37.28M | 4 % | 141,132 | ||
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | $34.21M | 4 % | 708,949 | ||
VONE VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | $33.99M | 4 % | 127,426 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $33.91M | 4 % | 265,737 | ||
GDXJ VANECK JUNIOR GOLD MINERS ETF | ETF | 92189F791 | $31.57M | 4 % | 738,389 | ||
IJT ISHARES S&P SMALL-CAP 600 GROWTH ETF | ETF | 464287887 | $23.35M | 3 % | 172,490 |
Rows Per Page
1 - 10 of 17010
- 10
- 50
- 100