• 13F History

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 236 stock holdings with total value $155M as of Q1 2018. Top holdings included ITOT, XMLVXXXX, URTH, IUSB, and GSLC.
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q1 2018 236 $155M +$49.5M -$28.2M +$21.3M ITOT, XMLVXXXX, URTH, IUSB, GSLC 13F-HR 4/2/2018, 10:59 AM
Q4 2017 245 $161M +$40.3M -$14.2M +$26.1M ITOT, XMLVXXXX, AGG, BNDX, SHM 13F-HR 1/3/2018, 04:30 PM
Q3 2017 247 $151M +$33.9M -$17.7M +$16.2M ITOT, GBIL, BNDX, XMLVXXXX, USMV 13F-HR 10/2/2017, 01:37 PM
Q2 2017 220 $146M +$36.7M -$18.6M +$18.1M VTI, GBIL, BNDX, SHY, XMLVXXXX 13F-HR 7/6/2017, 01:44 PM
Q1 2017 230 $137M +$58.6M -$30.1M +$28.5M GBIL, BNDX, SHY, USMV, XMLVXXXX 13F-HR 4/6/2017, 02:12 PM
Q4 2016 223 $119M +$35.8M -$38.9M -$3.11M XMLVXXXX, USMV, BNDX, SHY, IUSV 13F-HR 1/5/2017, 09:03 AM
Q3 2016 230 $126M +$45.8M -$17.2M +$28.6M BSV, AGG, BNDX, USMV, TIP 13F-HR 10/5/2016, 02:14 PM
Q2 2016 199 $115M +$30.7M -$9.13M +$21.6M AGG, USMV, BNDX, BSV, TIP 13F-HR 7/11/2016, 02:57 PM
Q1 2016 208 $107M +$39.6M -$29.3M +$10.3M AGG, BSV, USMV, XMLVXXXX, BNDX 13F-HR 5/16/2016, 02:36 PM
Q4 2015 193 $104M AGG, SHY, IWP, IWS, IUSB 13F-HR 5/16/2016, 02:34 PM