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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
51 MATTEL INC 31,379 950 0.72%
52 FIRST TR EXCHANGE TRADED FD 41,292 945 0.72%
53 WISDOMTREE TR 24,748 929 0.71%
54 Ishares - Japan 73,210 918 0.70%
55 FIRST TR EXCHANGE TRADED FD 49,441 863 0.66%
56 GAP 38,814 863 0.66%
57 VANGUARD WHITEHALL FDS 11,328 817 0.62%
58 HORIZON BANCORP IND 27,737 814 0.62%
59 ISHARES TR 27,734 777 0.59%
60 ISHARES TR 12,572 760 0.58%
61 ISHARES TR 5,449 698 0.53%
62 PIMCO ETF TR 6,409 691 0.52%
63 ISHARES 25,891 680 0.52%
64 ISHARES TR 17,711 663 0.50%
65 ISHARES TR 22,288 655 0.50%
66 ISHARES INC MSCI SINGPOR ETF 57,327 622 0.47%
67 ISHARES TR 19,835 594 0.45%
68 ISHARES TR 7,621 585 0.44%
69 UNITED TECHNOLOGIES CORP 5,721 581 0.44%
70 VANGUARD INDEX FDS 4,685 572 0.43%
71 ISHARES 26,782 559 0.42%
72 OMNICOM GROUP INC 5,980 508 0.39%
73 MOSAIC CO NEW 20,067 490 0.37%
74 ISHARES TR 7,199 485 0.37%
75 SELECT SECTOR SPDR TR 14,276 467 0.35%
76 QUALCOMM INC 6,680 457 0.35%
77 ISHARES TR 2,390 417 0.32%
78 GLOBAL X FDS 55,702 399 0.30%
79 POWERSHARES ETF TR II 7,674 318 0.24%
80 ISHARES TR 4,309 254 0.19%
81 VANGUARD INDEX FDS 2,350 204 0.15%
82 VANGUARD INDEX FDS 1,774 196 0.15%
83 STRYKER CORP 1,658 193 0.15%
84 VANGUARD INTL EQUITY INDEX F 4,727 177 0.13%
85 ISHARES TR 1,567 174 0.13%
86 ISHARES TR 1,152 171 0.13%
87 ISHARES TR 4,314 170 0.13%
88 VANGUARD INDEX FDS 1,308 146 0.11%
89 JOHNSON & JOHNSON 1,121 132 0.10%
90 ISHARES TR 2,206 130 0.10%
91 CENTERPOINT ENERGY INC 5,340 124 0.09%
92 SPDR S&P 500 ETF TR 535 115 0.09%
93 ISHARES TR 1,197 113 0.09%
94 GENERAL MLS INC 1,473 94 0.07%
95 PPG INDS INC 882 91 0.07%
96 POWERSHARES ETF TRUST 4,767 90 0.07%
97 POWERSHARES ETF TR II 5,807 87 0.07%
98 VANGUARD BD INDEX FDS 985 86 0.07%
99 NEXTERA ENERGY INC 695 85 0.06%
100 CVS HEALTH CORP 920 81 0.06%
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