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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 XEROX CORP 307 3 0.00%
2 XCEL ENERGY INC 253 10 0.01%
3 WISDOMTREE TR 12,259 1,114 0.85%
4 WISDOMTREE TR 26,381 2,031 1.54%
5 WISDOMTREE TR 24,748 929 0.71%
6 WESTERN UN CO 1,443 30 0.02%
7 WESTAR ENERGY 602 34 0.03%
8 WENDYS CO 850 9 0.01%
9 WELLS FARGO & CO NEW 27,455 1,215 0.92%
10 WALGREENS BOOTS ALLIANCE INC 185 14 0.01%
11 WAL-MART STORES INC 29,117 2,099 1.59%
12 VistaPrint NV 34 3 0.00%
13 VERIZON COMMUNICATIONS INC 19,821 1,030 0.78%
14 VERISK ANALYTICS INC 42 3 0.00%
15 VARIAN MED SYS INC 24 2 0.00%
16 VANGUARD WORLD FD 730 53 0.04%
17 VANGUARD WHITEHALL FDS 11,328 817 0.62%
18 VANGUARD INTL EQUITY INDEX F 4,727 177 0.13%
19 VANGUARD INDEX FDS 14,807 1,385 1.05%
20 VANGUARD INDEX FDS 68 8 0.01%
21 VANGUARD INDEX FDS 7,584 981 0.74%
22 VANGUARD INDEX FDS 1,308 146 0.11%
23 VANGUARD INDEX FDS 685 72 0.05%
24 VANGUARD INDEX FDS 1,774 196 0.15%
25 VANGUARD INDEX FDS 2,350 204 0.15%
26 VANGUARD INDEX FDS 4,685 572 0.43%
27 VANGUARD CHARLOTTE FDS 79,416 4,450 3.38%
28 VANGUARD BD INDEX FDS 99,060 8,007 6.08%
29 VANGUARD BD INDEX FDS 985 86 0.07%
30 VANECK VECTORS ETF TR 96,085 2,362 1.79%
31 VALERO ENERGY CORP NEW 20,887 1,107 0.84%
32 UNITED TECHNOLOGIES CORP 5,721 581 0.44%
33 UNION PAC CORP 58 5 0.00%
34 UNDER ARMOUR INC 26 1 0.00%
35 UGI CORP NEW 307 13 0.01%
36 TRAVELERS COMPANIES INC 40 4 0.00%
37 TORONTO DOMINION BK ONT 32 1 0.00%
38 TJX COS INC NEW 200 14 0.01%
39 TEXAS INSTRS INC 146 10 0.01%
40 TEVA PHARMACEUTICAL INDS LTD 149 6 0.00%
41 TEGNA INC 47,544 1,039 0.79%
42 TE CONNECTIVITY LTD 36 2 0.00%
43 TARGET CORP 16,473 1,131 0.86%
44 Spectra Energy Corp Com 195 8 0.01%
45 SYSCO CORP 584 28 0.02%
46 STRYKER CORP 1,658 193 0.15%
47 STEEL DYNAMICS INC 1,940 48 0.04%
48 STARBUCKS CORP 74 4 0.00%
49 SPECTRANETICS CORP 1,150 28 0.02%
50 SPDR SERIES TRUST 1,726 57 0.04%
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