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Institutional Investment Manager
HEARTWOOD WEALTH MANAGEMENT LTD
HEARTWOOD WEALTH MANAGEMENT LTD (CIK: 0001645754). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q1)
Original 13F HR (0001645754-16-000006) filed in 2016.05.03
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD WORLD FD 423,876 25,238 34.96%
2 VANGUARD INDEX FDS 195,093 18,341 25.41%
3 VANGUARD INDEX FDS 89,909 16,953 23.49%
4 ISHARES TR 80,536 8,108 11.23%
5 ISHARES TR 5,464 1,129 1.56%
6 ISHARES TR 4,522 652 0.90%
7 MONDELEZ INTL INC 16,200 650 0.90%
8 KRAFT HEINZ CO 5,400 424 0.59%
9 ISHARES TR 3,149 348 0.48%
10 MARSH & MCLENNAN COS INC 2,209 134 0.19%
11 SYNGENTA AG 1,075 89 0.12%
12 EXXON MOBIL CORP 606 51 0.07%
13 VERIZON COMMUNICATIONS INC 746 40 0.06%
14 ORACLE CORP 539 22 0.03%
15 BLACKROCK INC 7 2 0.00%