Hefty Wealth Partners

Q4 2015 13F Holdings Report, Stock Holdings

Signature - Title
David Hefty - CEO/CCO
Location
Auburn, IN
Holdings as of
December 31, 2015
Value $
$105M
Num holdings
204
Date filed
5/16/2016, 02:34 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included AGG, SHY, IWP, IWS, and IUSB.
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
David Hefty CEO/CCO Auburn, Indiana 5/16/2016