Hefty Wealth Partners 13F Holdings · last filed Q1 2018
Hefty Wealth Partners reported 239 securities worth $155.25M in its SEC 13F filing for Q1 2018 (period ended 2018-03-31). Top holdings: ITOT (6.16%), XMLV (4.53%), URTH (4.20%). Among its top 25 positions this quarter: 3 new, 14 added, 8 trimmed.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | ITOT | iShares ETFs/USA | $9.6M | 6.16% | 158,264 | Trimmed |
| 2 | XMLV | PowerShares ETFs/USA | $7.0M | 4.53% | 156,951 | Added |
| 3 | URTH | iShares ETFs/USA | $6.5M | 4.20% | 74,863 | Added |
| 4 | IUSB | iShares ETFs/USA | $5.4M | 3.51% | 109,013 | Added |
| 5 | GSLC | Goldman Sachs ETF Trust | $4.2M | 2.69% | 78,327 | Added |
| 6 | XSLV | PowerShares ETFs/USA | $3.5M | 2.25% | 77,750 | Added |
| 7 | IVV | iShares ETFs/USA | $3.4M | 2.19% | 12,822 | Added |
| 8 | SHY | iShares ETFs/USA | $3.4M | 2.17% | 40,301 | Trimmed |
| 9 | SDY | State Street ETF/USA | $3.4M | 2.16% | 36,745 | Trimmed |
| 10 | VO | Vanguard ETF/USA | $3.2M | 2.05% | 20,687 | Trimmed |
| 11 | USMV | iShares ETFs/USA | $3.2M | 2.04% | 61,009 | Added |
| 12 | FLOT | iShares ETFs/USA | $3.1M | 2.00% | 61,044 | Added |
| 13 | VV | Vanguard ETF/USA | $3.1M | 2.00% | 25,644 | Added |
| 14 | XLB | State Street ETF/USA | $3.0M | 1.90% | 51,841 | Trimmed |
| 15 | XLF | State Street ETF/USA | $2.9M | 1.85% | 104,091 | New |
| 16 | MUB | iShares ETFs/USA | $2.9M | 1.84% | 26,235 | Added |
| 17 | SHM | State Street ETF/USA | $2.8M | 1.83% | 59,560 | Trimmed |
| 18 | IDV | iShares ETFs/USA | $2.8M | 1.82% | 85,631 | Added |
| 19 | VYM | Vanguard ETF/USA | $2.6M | 1.68% | 31,538 | Added |
| 20 | ITM | VanEck Vectors ETFs/USA | $2.5M | 1.63% | 107,620 | Trimmed |
| 21 | XLV | State Street ETF/USA | $2.5M | 1.61% | 30,617 | New |
| 22 | TFI | State Street ETF/USA | $2.4M | 1.53% | 49,574 | Trimmed |
| 23 | TOTL | State Street ETF/USA | $2.4M | 1.53% | 49,407 | Added |
| 24 | XLE | State Street ETF/USA | $2.4M | 1.53% | 35,172 | New |
| 25 | LVHD | Legg Mason ETF Investment Trus | $2.3M | 1.51% | 79,303 | Added |
Source: SEC Form 13F filings · as of 2018-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR