Heartwood Wealth Advisors LLC
Q1 2025 13F Holdings
- Locationrichmond, VA
- Num holdings
173
- Value ($000)
$876,136
- Date Filed04/21/2025
- Form type13F-HR
- CIK0001794935
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VV VANGUARD LARGE-CAP ETF | ETF | 922908637 | $89.59M | 10 % | 348,556 | ||
VB VANGUARD SMALL-CAP ETF | ETF | 922908751 | $75.65M | 9 % | 341,162 | ||
VEA VANGUARD FTSE DEVELOPED MARKETS ETF | ETF | 921943858 | $44.75M | 5 % | 880,334 | ||
SCHE SCHWAB EMERGING MARKETS EQUITY ETF | ETF | 808524706 | $42.01M | 5 % | 1,523,909 | ||
GDXJ VANECK JUNIOR GOLD MINERS ETF | ETF | 92189F791 | $36.94M | 4 % | 645,837 | ||
VONE VANGUARD RUSSELL 1000 ETF | ETF | 92206C730 | $35.59M | 4 % | 140,192 | ||
VO VANGUARD MID-CAP ETF | ETF | 922908629 | $35.10M | 4 % | 135,711 | ||
RDIV INVESCO S&P ULTRA DIVIDEND REVENUE ETF | ETF | 46138G656 | $34.32M | 4 % | 702,958 | ||
VYM VANGUARD HIGH DIVIDEND YIELD INDEX ETF | ETF | 921946406 | $32.93M | 4 % | 255,363 | ||
AGG ISHARES CORE U.S. AGGREGATE BOND ETF | ETF | 464287226 | $25.30M | 3 % | 255,734 |
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