Hefty Wealth Partners

13F Filings History

Latest 13F report
Q1 2018 - Apr 2, 2018
Value $
$155M
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 $155M as of Q1 2018. Top holdings included ITOT, XMLV, URTH, IUSB, and GSLC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2018 239 $155M +$49.5M -$53.7M -$4.21M ITOT, XMLV, URTH, IUSB, GSLC 13F-HR 4/2/2018, 10:59 AM
Q4 2017 249 $161M +$40.3M -$33.9M +$6.47M ITOT, XMLV, AGG, BNDX, SHM 13F-HR 1/3/2018, 05:30 PM
Q3 2017 250 $151M +$33.9M -$32.6M +$1.34M ITOT, GBIL, BNDX, XMLV, USMV 13F-HR 10/2/2017, 01:37 PM
Q2 2017 243 $146M +$36.7M -$27M +$9.72M VTI, GBIL, BNDX, SHY, XMLV 13F-HR 7/6/2017, 01:44 PM
Q1 2017 244 $137M +$58.6M -$42.8M +$15.8M GBIL, BNDX, SHY, USMV, XMLV 13F-HR 4/6/2017, 02:12 PM
Q4 2016 234 $119M +$35.8M -$49.5M -$13.7M XMLV, USMV, BNDX, SHY, IUSV 13F-HR 1/5/2017, 10:03 AM
Q3 2016 240 $132M +$46.1M -$34.7M +$11.4M BSV, AGG, XMLV, BNDX, USMV 13F-HR 10/5/2016, 02:14 PM
Q2 2016 210 $121M +$32.5M -$20.6M +$11.9M AGG, XMLV, USMV, BNDX, BSV 13F-HR 7/11/2016, 02:57 PM
Q1 2016 218 $107M +$39.6M -$40.9M -$1.34M AGG, BSV, USMV, XMLV, BNDX 13F-HR 5/16/2016, 02:36 PM
Q4 2015 204 $105M $0 $0 AGG, SHY, IWP, IWS, IUSB 13F-HR 5/16/2016, 02:34 PM