Instuitional Investor - Heartwood Wealth Advisors Llc
Fund Profile
Filing Period:
| Fund Name: | Heartwood Wealth Advisors Llc |
| Portfolio Value | $888,007,051 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Large-Cap Etf | 388,309 | $104,726,937 | 11.79% | |
| 2. | Vanguard Small-Cap Etf | 357,040 | $85,789,571 | 9.66% | |
| 3. | Vanguard Ftse Developed Markets Etf | 911,421 | $43,584,152 | 4.9% | |
| 4. | FNDF | 1,514,620 | $40,334,331 | 4.54% | |
| 5. | Vanguard Mid-Cap Etf | 141,132 | $37,277,195 | 4.19% |
