13F Filings History of Hefty Wealth Partners

Latest 13F report
Q1 2018 - 02 Apr 2018
Value $
$155,247,000
Signature - Title
Edison Byzyka - Chief Investment Officer
Location
Auburn, IN
Summary
This page shows a list of all the recent 13F filings made by Hefty Wealth Partners. Form 13F is required to be filed within 45 days of the end of a calendar quarter. Hefty Wealth Partners reported 239 stock holdings with total value $155,247,000 as of Q1 2018. Top holdings included ITOT, XMLV, URTH, IUSB, and GSLC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2018 239 $155,247,000 +$49,454,717 -$53,664,582 -$4,209,865 ITOT, XMLV, URTH, IUSB, GSLC 13F-HR 02 Apr 2018, 10:59
Q4 2017 249 $161,463,000 +$40,336,310 -$33,869,183 +$6,467,127 ITOT, XMLV, AGG, BNDX, SHM 13F-HR 03 Jan 2018, 17:30
Q3 2017 250 $151,265,000 +$33,907,556 -$32,570,233 +$1,337,323 ITOT, GBIL, BNDX, XMLV, USMV 13F-HR 02 Oct 2017, 13:37
Q2 2017 243 $146,393,000 +$36,678,937 -$26,962,231 +$9,716,706 VTI, GBIL, BNDX, SHY, XMLV 13F-HR 06 Jul 2017, 13:44
Q1 2017 244 $137,435,000 +$58,603,785 -$42,800,706 +$15,803,079 GBIL, BNDX, SHY, USMV, XMLV 13F-HR 06 Apr 2017, 14:12
Q4 2016 234 $119,343,000 +$35,783,892 -$49,492,647 -$13,708,755 XMLV, USMV, BNDX, SHY, IUSV 13F-HR 05 Jan 2017, 10:03
Q3 2016 240 $131,744,000 +$46,075,157 -$34,719,126 +$11,356,031 BSV, AGG, XMLV, BNDX, USMV 13F-HR 05 Oct 2016, 14:14
Q2 2016 210 $121,164,000 +$32,514,341 -$20,584,512 +$11,929,829 AGG, XMLV, USMV, BNDX, BSV 13F-HR 11 Jul 2016, 14:57
Q1 2016 218 $106,883,000 +$39,564,706 -$40,904,938 -$1,340,232 AGG, BSV, USMV, XMLV, BNDX 13F-HR 16 May 2016, 14:36
Q4 2015 204 $104,880,000 $0 $0 $0 AGG, SHY, IWP, IWS, IUSB 13F-HR 16 May 2016, 14:34