Hefty Wealth Partners

13F Portfolio Filings

  • Most recent 13F
    Q1 2018
  • Location
    auburn, IN
  • CIK
    0001674672
  • All SEC filings
Q1 2018
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

239

$155.25M
ITOT, POWERSHARES ETF TR II, URTH, IUSB
13F-HR
Apr 2, 2018
000167467218000003

249

$161.46M
ITOT, POWERSHARES ETF TR II, AGG, BNDX
13F-HR
Jan 3, 2018
000167467218000001

250

$151.26M
ITOT, GBIL, BNDX, POWERSHARES ETF TR II
13F-HR
Oct 2, 2017
000167467217000005

243

$146.40M
VTI, GBIL, BNDX, SHY
13F-HR
Jul 6, 2017
000167467217000004

248

$137.45M
GBIL, BNDX, SHY, USMV
13F-HR
Apr 6, 2017
000167467217000002

237

$119.34M
POWERSHARES ETF TR II, USMV, BNDX, SHY
13F-HR
Jan 5, 2017
000167467217000001

242

$131.75M
BSV, AGG, POWERSHARES ETF TR II, BNDX
13F-HR
Oct 5, 2016
000167467216000004

210

$121.18M
AGG, POWERSHARES ETF TR II, USMV, BNDX
13F-HR
Jul 11, 2016
000167467216000003

218

$106.90M
AGG, BSV, USMV, POWERSHARES ETF TR II
13F-HR
May 16, 2016
000167467216000002

204

$104.90M
AGG, SHY, IWP, IWS
13F-HR
May 16, 2016
000167467216000001