Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $1,085,579,131 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf - ETF | 357,852 | $112,651,810 | 10.38% | |
| 2. | Vanguard Small-Cap Etf - ETF | 352,930 | $91,038,294 | 8.39% | |
| 3. | SMH | 521,972 | $59,389,974 | 5.47% | |
| 4. | Vanguard Ftse Developed Markets Etf - ETF | 901,342 | $56,306,835 | 5.19% | |
| 5. | FNDF | 1,548,972 | $50,728,833 | 4.67% |
Hedge Fund Resource Center 
