Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $876,135,530 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 348,556 | $89,589,349 | 10.23% | |
| 2. | Vanguard Small-Cap Etf - ETF | 341,162 | $75,652,674 | 8.63% | |
| 3. | Vanguard Ftse Developed Markets Etf - ETF | 880,334 | $44,747,377 | 5.11% | |
| 4. | FNDF | 1,523,909 | $42,014,171 | 4.8% | |
| 5. | Vaneck Junior Gold Miners Etf - ETF | 645,837 | $36,941,876 | 4.22% |
