Heartwood Wealth Management Ltd 13F Holdings

CIK 0001645754 · LONDON, X0

As of Sep 30, 2016, Heartwood Wealth Management Ltd reported 18 positions worth $58.9K in its SEC Form 13F filing.

Top 18 holdings

SecurityTickerSectorSharesValue% of portfolio
VANGUARD MEGA CAP VALUE INDEX FUNDMGV—421,896$26.4K44.86%
VANGUARD 500 INDEX FUNDVOO—85,458 7.0K28.81%
ISHARES EXPANDED TECH-SOFTWARE SECTOR ETFIGV—79,799$9.1K15.37%
VANGUARD LARGE-CAP INDEX FUNDVV—24,595$2.4K4.14%
ISHARES CORE S&P 500 ETFIVV—5,257 .1K1.94%
MONDELEZ INTERNATIONAL INCMDLZConsumer Defensive16,200$711.01.21%
ISHARES CORE S&P MID-CAP ETFIJH—4,522$700.01.19%
KRAFT HEINZ CO/THEKHCConsumer Defensive5,400$483.00.82%
ISHARES RUSSELL 2000 ETFIWM—3,149$391.00.66%
PLANET PAYMENT INCPLPMTechnology102,850$382.00.65%
SYNGENTA AGSYT1Basic Materials1,075$94.00.16%
EXXON MOBIL CORPXOMEnergy606$53.00.09%
VERIZON COMMUNICATIONS INCBACCommunication Services505$26.00.04%
ORACLE CORPORCLTechnology539$21.00.04%
WELLS FARGO & COMPANYWFCFinancial Services250 1.00.02%
BLACKROCK INCBLKFinancial Services7$3.00.01%
LIBERTY GLOBAL PLCLBTYACommunication Services5$0.00.00%
LIBERTY GLOBAL PLCLBTYKCommunication Services15$0.00.00%