Hefty Wealth Partners

Q1 2018 13F Holdings

  • Location
    auburn, IN
  • Num holdings

    239

  • Value ($000)

    $155,247

  • Date Filed
    04/02/2018
  • Form type
    13F-HR
  • CIK
    0001674672
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2018 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
I
ITOT

iShares ETFs/USA

ETF
464287150
$9.57M
6 %

158,264

---

PowerShares ETFs/USA

ETF
73937B647
$7.03M
5 %

156,951

U
URTH

iShares ETFs/USA

ETF
464286392
$6.52M
4 %

74,863

I
IUSB

iShares ETFs/USA

ETF
46434V613
$5.44M
4 %

109,013

G
GSLC

Goldman Sachs ETF Trust

ETF
381430503
$4.18M
3 %

78,327

---

PowerShares ETFs/USA

ETF
73937B639
$3.50M
2 %

77,750

I
IVV

iShares ETFs/USA

ETF
464287200
$3.40M
2 %

12,822

S
SHY

iShares ETFs/USA

ETF
464287457
$3.37M
2 %

40,301

K
KRE

State Street ETF/USA

ETF
78464A763
$3.35M
2 %

36,745

V
VO

Vanguard ETF/USA

ETF
922908629
$3.19M
2 %

20,687

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