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Home > Institutional Investor > Heartwood Wealth Management Ltd > Profile

Instuitional Investor - Heartwood Wealth Management Ltd

Fund Profile
Filing Period:
Fund Name: Heartwood Wealth Management Ltd
Portfolio Value $58,938,000
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard World Fd
 421,896 $26,440,000 44.86%
2.
Vanguard Index Fds
 85,458 $16,980,000 28.8%
3.
Ishares Trust
 IEF 79,799 $9,060,000 15.37%
4.
Vanguard Index Fds
 24,595 $2,439,000 4.13%
5.
Ishares Trust
 IEF 5,257 $1,144,000 1.94%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)