| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD LARGE-CAP INDEX FUND | 19 | Q2 2024 | 12.0% |
| VANGUARD SMALL-CAP INDEX FUND | 19 | Q2 2024 | 11.6% |
| VANGUARD FTSE DEVELOPED MARKETS ETF | 19 | Q2 2024 | 11.5% |
| SCHWAB EMERGING MARKETS EQUITY ETF | 19 | Q2 2024 | 8.3% |
| VANGUARD MID-CAP INDEX FUND | 19 | Q2 2024 | 6.1% |
| VANGUARD HIGH DIVIDEND YIELD INDEX ETF | 19 | Q2 2024 | 4.0% |
| VANGUARD VALUE INDEX FUND | 19 | Q2 2024 | 5.0% |
| VANGUARD GROWTH INDEX FUND | 19 | Q2 2024 | 3.9% |
| ISHARES MSCI EAFE ETF | 19 | Q2 2024 | 3.3% |
| VANGUARD TAX-EXEMPT BOND ETF | 19 | Q2 2024 | 2.5% |
View Heartwood Wealth Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-30 |
| 13F-HR | 2024-07-09 |
| 13F-HR | 2024-04-02 |
| 13F-HR | 2024-01-17 |
| 13F-HR | 2023-10-17 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-14 |
| 13F-HR | 2023-01-12 |
| 13F-HR | 2022-10-25 |
| 13F-HR | 2022-07-25 |
View Heartwood Wealth Advisors LLC'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.