Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $751,130,107 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf | 411,216 | $89,706,792 | 11.94% | |
| 2. | Vanguard Small-Cap Etf | 350,656 | $74,805,444 | 9.95% | |
| 3. | Vanguard Ftse Developed Markets Etf | 1,355,181 | $64,913,170 | 8.64% | |
| 4. | FNDF | 1,795,996 | $44,522,741 | 5.92% | |
| 5. | Vanguard Mid-Cap Etf | 138,105 | $32,128,747 | 4.27% |
