13F Filings History of Hefty Wealth Partners

Latest 13F report
Q1 2018 - 02 Apr 2018
Value $
$155,242,000
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 236 stock holdings with total value $155,242,000 as of Q1 2018. Top holdings included ITOT, XMLVXXXX, URTH, IUSB, and GSLC.

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Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Filing Time
Q1 2018 236 $155,242,000 +$49,452,708 -$28,163,575 +$21,289,133 ITOT, XMLVXXXX, URTH, IUSB, GSLC 13F-HR 02 Apr 2018, 10:59
Q4 2017 245 $161,459,000 +$40,335,809 -$14,221,182 +$26,114,627 ITOT, XMLVXXXX, AGG, BNDX, SHM 13F-HR 03 Jan 2018, 16:30
Q3 2017 247 $151,262,000 +$33,904,558 -$17,719,231 +$16,185,327 ITOT, GBIL, BNDX, XMLVXXXX, USMV 13F-HR 02 Oct 2017, 13:37
Q2 2017 220 $146,361,000 +$36,668,939 -$18,603,566 +$18,065,373 VTI, GBIL, BNDX, SHY, XMLVXXXX 13F-HR 06 Jul 2017, 13:44
Q1 2017 230 $137,423,000 +$58,599,779 -$30,104,711 +$28,495,068 GBIL, BNDX, SHY, USMV, XMLVXXXX 13F-HR 06 Apr 2017, 14:12
Q4 2016 223 $119,326,000 +$35,780,894 -$38,886,650 -$3,105,756 XMLVXXXX, USMV, BNDX, SHY, IUSV 13F-HR 05 Jan 2017, 09:03
Q3 2016 230 $126,112,630 +$45,838,391 -$17,236,120 +$28,602,271 BSV, AGG, BNDX, USMV, TIP 13F-HR 05 Oct 2016, 14:14
Q2 2016 199 $114,572,598 +$30,720,662 -$9,134,512 +$21,586,150 AGG, USMV, BNDX, BSV, TIP 13F-HR 11 Jul 2016, 14:57
Q1 2016 208 $106,883,000 +$39,564,693 -$29,277,937 +$10,286,756 AGG, BSV, USMV, XMLVXXXX, BNDX 13F-HR 16 May 2016, 14:36
Q4 2015 193 $103,903,977 $0 AGG, SHY, IWP, IWS, IUSB 13F-HR 16 May 2016, 14:34