13F Filings History of Hefty Wealth Partners
- Latest 13F filing
- Q1 2018 - 02 Apr 2018
- Latest reported 13F value
- $155,247,000
- Largest 13F holdings
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ITOT XMLV URTH IUSB GSLC XSLV IVV SHY SDY VO USMV FLOT
+8 more
VV XLB XLF MUB SHM IDV VYM ITM - Form 13F summary
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- Hefty Wealth Partners Form 13F history summarizes parsed U.S.-listed equity disclosures for this manager.
- Form 13F is generally due within 45 days after each calendar quarter ends.
- Hefty Wealth Partners reported 239 equity holdings with a total reported market value of $155,247,000 for Q1 2018. Top reported holdings included ITOT, XMLV, URTH, IUSB, and GSLC.
- Manager signature
- Edison Byzyka - Chief Investment Officer
- Manager location
- Auburn, IN
13F snapshot
Latest parsed holdings, value, and filing-period context.
1 signal
Manager
Names, identifiers, and filing context for this profile.
2 identity fields
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Holdings Value
Form 13F evidence
Quarterly portfolio filings
SEC-reported 13F quarters for this filer, ordered by the latest accepted filing.
Latest quarter
Q1 2018
Latest value
$155,247,000
Quarter delta
-$6,216,000
Accepted
02 Apr 2018, 10:59
Rows shown
1-10 of 10
| Quarter | Holdings | SEC-reported value | Bought | Sold | Net | Top Holdings | Form Type | Accepted by SEC |
|---|---|---|---|---|---|---|---|---|
| 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 |