| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| iShares ETFs/USA | 10 | Q1 2018 | 6.4% |
| iShares ETFs/USA | 10 | Q1 2018 | 4.5% |
| iShares ETFs/USA | 10 | Q1 2018 | 3.5% |
| State Street ETF/USA | 10 | Q1 2018 | 2.7% |
| State Street ETF/USA | 10 | Q1 2018 | 2.6% |
| VanEck Vectors ETFs/USA | 10 | Q1 2018 | 2.2% |
| iShares ETFs/USA | 10 | Q1 2018 | 2.8% |
| Vanguard ETF/USA | 10 | Q1 2018 | 6.1% |
| State Street ETF/USA | 10 | Q1 2018 | 3.0% |
| iShares ETFs/USA | 10 | Q1 2018 | 2.5% |
View Hefty Wealth Partners's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2018-04-02 |
| 13F-HR | 2018-01-03 |
| 13F-HR | 2017-10-02 |
| 13F-HR | 2017-07-06 |
| 13F-HR | 2017-04-06 |
| 13F-HR | 2017-01-05 |
| 13F-HR | 2016-10-05 |
| 13F-HR | 2016-07-11 |
| 13F-HR | 2016-05-16 |
| 13F-HR | 2016-05-16 |
View Hefty Wealth Partners's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.