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Institutional Investment Manager
HEFTY WEALTH PARTNERS
HEFTY WEALTH PARTNERS (CIK: 0001674672). Institutional holdings reported to the SEC.

Institutional Holdings (2016Q3)
Original 13F HR (0001674672-16-000004) filed in 2016.10.05
#
Name
Shares
Value ($)
%
Options
Notes
1 VANGUARD BD INDEX FDS 99,060 8,007 6.08%
2 ISHARES TR 59,167 6,651 5.05%
3 Powershares Exch Traded Fd Tst Ii S&p 40 144,926 5,630 4.27%
4 VANGUARD CHARLOTTE FDS 79,416 4,450 3.38%
5 ISHARES TR 94,567 4,296 3.26%
6 ISHARES TR 33,156 3,862 2.93%
7 SPDR SER TR 67,597 3,385 2.57%
8 ISHARES TR 26,654 3,283 2.49%
9 ISHARES TR 62,909 3,276 2.49%
10 SPDR SER TR 36,992 3,120 2.37%
11 Powershares Exch Traded Fd Tst Ii S&p 60 73,119 2,828 2.15%
12 SELECT SECTOR SPDR TR 42,399 2,475 1.88%
13 SELECT SECTOR SPDR TR 51,307 2,449 1.86%
14 VANECK VECTORS ETF TR 96,085 2,362 1.79%
15 SELECT SECTOR SPDR TR 43,009 2,288 1.74%
16 INTERNATIONAL BUSINESS MACHS 13,818 2,195 1.67%
17 WAL-MART STORES INC 29,117 2,099 1.59%
18 WISDOMTREE TR 26,381 2,031 1.54%
19 SELECT SECTOR SPDR TR 104,324 2,013 1.53%
20 ISHARES TR 11,463 1,998 1.52%
21 ISHARES TR 8,672 1,886 1.43%
22 ISHARES TR 16,300 1,837 1.39%
23 PROSHARES TR 24,148 1,792 1.36%
24 GOLDMAN SACHS ETF TR 39,580 1,724 1.31%
25 SPDR SER TR 32,449 1,585 1.20%
26 AT&T INC 37,125 1,507 1.14%
27 ORACLE CORP 37,029 1,454 1.10%
28 COCA COLA CO 34,357 1,453 1.10%
29 GENERAL ELECTRIC CO 48,840 1,446 1.10%
30 VANGUARD INDEX FDS 14,807 1,385 1.05%
31 ISHARES TR 26,599 1,349 1.02%
32 WELLS FARGO & CO NEW 27,455 1,215 0.92%
33 JPMORGAN CHASE & CO 17,674 1,176 0.89%
34 BOEING CO 8,915 1,174 0.89%
35 CA INC 34,715 1,148 0.87%
36 ISHARES TR 9,147 1,136 0.86%
37 TARGET CORP 16,473 1,131 0.86%
38 WISDOMTREE TR 12,259 1,114 0.85%
39 VALERO ENERGY CORP NEW 20,887 1,107 0.84%
40 HOME DEPOT INC 8,322 1,070 0.81%
41 3M CO 6,017 1,060 0.80%
42 ANTHEM INC 8,349 1,046 0.79%
43 TEGNA INC 47,544 1,039 0.79%
44 ISHARES TR 13,329 1,031 0.78%
45 VERIZON COMMUNICATIONS INC 19,821 1,030 0.78%
46 KLA-TENCOR CORP 14,623 1,019 0.77%
47 CME GROUP INC 9,553 998 0.76%
48 DARDEN RESTAURANTS INC 16,277 998 0.76%
49 VANGUARD INDEX FDS 7,584 981 0.74%
50 METLIFE INC 21,582 958 0.73%
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