Hefty Wealth Partners 13F Holdings
CIK 0001674672 · AUBURN, IN
As of Mar 31, 2018, Hefty Wealth Partners reported 239 positions worth
CIK 0001674672 · AUBURN, IN
As of Mar 31, 2018, Hefty Wealth Partners reported 239 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| ISHARES CORE S&P TOTAL US STOCK MARKET ETF | ITOT | — | 158,264 | $9.6K | 6.17% |
| POWERSHARES ETF TR II | XMLV | — | 156,951 | $7.0K | 4.53% |
| ISHARES INC | URTH | — | 74,863 | $6.5K | 4.21% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 109,013 | $5.4K | 3.51% |
| GOLDMAN SACHS ACTIVEBETA(R) US LARGE CAP EQUITY ETF | GSLC | — | 78,327 | $4.2K | 2.70% |
| POWERSHARES S&P SMALLCAP LOW | XSLV | — | 77,750 | $3.5K | 2.26% |
| ISHARES CORE S&P 500 ETF | IVV | — | 12,822 | $3.4K | 2.19% |
| ISHARES 1-3 YEAR TREASURY BOND ETF | SHY | — | 40,301 | $3.4K | 2.17% |
| STATE STREET(R) SPDR(R) S&P(R) DIVIDEND ETF | SDY | — | 36,745 | $3.4K | 2.16% |
| VANGUARD MID-CAP INDEX FUND | VO | — | 20,687 | $3.2K | 2.06% |
| ISHARES MSCI USA MIN VOL FACTOR ETF | USMV | — | 61,009 | $3.2K | 2.04% |
| ISHARES FLOATING RATE BOND ETF | FLOT | — | 61,044 | $3.1K | 2.00% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 25,644 | $3.1K | 2.00% |
| STATE STREET(R) MATERIALS SELECT SECTOR SPDR(R) ETF | XLB | — | 51,841 | $3.0K | 1.90% |
| THE FINANCIAL SELECT SECTOR SPDR FUND | XLF | Equity | 104,091 | $2.9K | 1.85% |
| ISHARES NATIONAL MUNI BOND ETF | MUB | — | 26,235 | $2.9K | 1.84% |
| STATE STREET(R) SPDR NUVEEN ICE SHORT TERM MUNICIPAL BOND ETF | SHM | — | 59,560 | $2.8K | 1.84% |
| ISHARES INTERNATIONAL SELECT DIVIDEND ETF | IDV | — | 85,631 | $2.8K | 1.82% |
| VANGUARD HIGH DIVIDEND YIELD INDEX FUND | VYM | — | 31,538 | $2.6K | 1.68% |
| Vaneck Vectors AMT-Free Inter | ITM | — | 107,620 | $2.5K | 1.63% |
| THE HEALTH CARE SELECT SECTOR SPDR FUND | XLV | Equity | 30,617 | $2.5K | 1.61% |
| STATE STREET(R) SPDR NUVEEN ICE MUNICIPAL BOND ETF | TFI | — | 49,574 | $2.4K | 1.54% |
| STATE STREET(R) ENERGY SELECT SECTOR SPDR(R) ETF | XLE | Equity | 35,172 | $2.4K | 1.53% |
| STATE STREET(R) DOUBLELINE(R) TOTAL RETURN TACTICAL ETF | TOTL | — | 49,407 | $2.4K | 1.53% |
| LEGG MASON ETF INVT | — | — | 79,303 | $2.3K | 1.51% |