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Heartwood Wealth Advisors LLC 13F Holdings
Holdings from the most recent 13F from Heartwood Wealth Advisors LLC
Filed: 2020-01-31 (Q4 2019) | Holdings: 85 | Value: $523.2M | Filing Link
PREMIUM
Author Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Filing Returns
Returns are calculated from when the filing is published and are weighted by the size of the holding.
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Holding Returns | |||||||
|---|---|---|---|---|---|---|---|
| Stock | Put/Call | Change | Holding Pct | Value | Current Return | 3M Return | 1Y Return |
| VEA - VANGUARD FTSE DEVELOPED MARKETS ETF | New Purchase | 11.52% | $60.3M | +92.91% | -18.23% | +13.55% | |
| VV - VANGUARD LARGE-CAP INDEX FUND | New Purchase | 11.47% | $60.0M | +137.10% | -12.01% | +20.97% | |
| VWO - VANGUARD FTSE EMERGING MARKETS ETF | New Purchase | 8.32% | $43.5M | +66.19% | -16.73% | +28.77% | |
| VB - VANGUARD SMALL-CAP INDEX FUND | New Purchase | 7.95% | $41.6M | +87.45% | -21.53% | +26.02% | |
| VO - VANGUARD MID-CAP INDEX FUND | New Purchase | 5.78% | $30.2M | +86.69% | -17.95% | +19.31% | |
| VTV - VANGUARD VALUE INDEX FUND | New Purchase | 5.00% | $26.2M | +101.65% | -17.61% | +4.37% | |
| BSV - VANGUARD SHORT-TERM BOND INDEX FUND | New Purchase | 3.97% | $20.8M | +12.49% | +2.27% | +3.77% | |
| VUG - VANGUARD GROWTH INDEX FUND | New Purchase | 3.63% | $19.0M | +167.62% | -6.72% | +37.22% | |
| EFA - ISHARES MSCI EAFE ETF | New Purchase | 3.32% | $17.4M | +82.09% | -18.22% | +10.85% | |
| SPAB - SPDR PORTFOLIO AGGREGATE BOND ETF | New Purchase | 3.14% | $16.4M | +3.83% | +2.81% | +4.72% | |
| MGC - VANGUARD MEGA CAP ETF | New Purchase | 2.90% | $15.2M | +148.13% | -10.90% | +21.17% | |
| VMBS - VANGUARD MORTGAGE-BACKED SECURITIES ETF | New Purchase | 2.63% | $13.8M | +5.19% | +2.65% | +3.19% | |
| XLK - TECHNOLOGY SELECT SECTOR SPDR FUND | New Purchase | 2.47% | $12.9M | +235.82% | -6.37% | +40.22% | |
| AGG - ISHARES CORE U.S. AGGREGATE BOND ETF | New Purchase | 2.06% | $10.8M | +4.05% | +2.98% | +4.84% | |
| SPTS - SPDR PORTFOLIO SHORT TERM TREASURY ETF | New Purchase | 1.98% | $10.3M | +12.39% | +2.34% | +2.61% | |
| IBMQ - ISHARES IBONDS DEC 2028 TERM MUNI BOND ETF | New Purchase | 1.89% | $9.9M | +6.67% | -1.37% | +5.01% | |
| XLF - FINANCIAL SELECT SECTOR SPDR FUND | New Purchase | 1.67% | $8.7M | +93.90% | -26.26% | -0.26% | |
| GLD - SPDR GOLD SHARES | New Purchase | 1.53% | $8.0M | +196.03% | +7.48% | +17.20% | |
| SCHO - SCHWAB SHORT-TERM U.S. TREASURY ETF | New Purchase | 1.51% | $7.9M | +12.28% | +2.31% | +2.60% | |
| VTEB - VANGUARD TAX-EXEMPT BOND ETF | New Purchase | 1.37% | $7.2M | +8.27% | -3.12% | +3.81% | |
| MUB - ISHARES NATIONAL MUNI BOND ETF | New Purchase | 1.36% | $7.1M | +8.11% | -2.89% | +3.86% | |
| KWEB - KRANESHARES CSI CHINA INTERNET ETF | New Purchase | 1.07% | $5.6M | -25.37% | -5.57% | +87.86% | |
| STIP - ISHARES 0-5 YEAR TIPS BOND ETF | New Purchase | 1.05% | $5.5M | +26.64% | +0.24% | +5.33% | |
| XME - SPDR S&P METALS AND MINING ETF | New Purchase | 1.04% | $5.4M | +395.39% | -23.80% | +37.48% | |
| RWR - SPDR DOW JONES REIT ETF | New Purchase | 1.02% | $5.3M | +32.53% | -26.17% | -10.59% | |
| XLV - HEALTH CARE SELECT SECTOR SPDR FUND | New Purchase | 0.90% | $4.7M | +62.49% | -1.53% | +17.67% | |
| OIH - VANECK VECTORS OIL SERVICES ETF | New Purchase | 0.77% | $4.0M | +102.20% | -53.95% | -24.09% | |
| IJS - ISHARES S&P SMALL-CAP 600 VALUE ETF | New Purchase | 0.55% | $2.9M | +82.24% | -27.81% | +17.29% | |
| IJT - ISHARES S&P SMALL-CAP 600 GROWTH ETF | New Purchase | 0.54% | $2.8M | +73.43% | -21.69% | +30.78% | |
| VNQ - VANGUARD REAL ESTATE ETF | New Purchase | 0.52% | $2.7M | +28.55% | -21.05% | -3.53% | |
| BSCL - INVESCO BULLETSHARES 2021 CORPORATE BOND ETF | New Purchase | 0.51% | $2.7M | +0.69% | +1.89% | ||
| BSCM - INVESCO BULLETSHARES 2022 CORPORATE BOND ETF | New Purchase | 0.51% | $2.7M | +0.52% | +3.24% | ||
| BSCO - INVESCO BULLETSHARES 2024 CORPORATE BOND ETF | New Purchase | 0.51% | $2.7M | -0.59% | +5.67% | ||
| BSCN - INVESCO BULLETSHARES 2023 CORPORATE BOND ETF | New Purchase | 0.50% | $2.6M | +0.22% | +4.20% | ||
| VYM - VANGUARD HIGH DIVIDEND YIELD ETF | New Purchase | 0.42% | $2.2M | +102.42% | -16.66% | +3.48% | |
| XLY - CONSUMER DISCRETIONARY SELECT SECTOR SPDR FUND | New Purchase | 0.41% | $2.2M | +96.93% | -10.50% | +33.38% | |
| HAP - VANECK VECTORS NATURAL RESOURCES ETF | New Purchase | 0.35% | $1.8M | +149.52% | -20.96% | +18.43% | |
| SHYD - VANECK VECTORS SHORT HIGH-YIELD MUNICIPAL INDEX ETF | New Purchase | 0.30% | $1.6M | +6.97% | -13.18% | +1.90% | |
| BRK.B - BERKSHIRE HATHAWAY INC DEL CL B NEW | New Purchase | 0.18% | $934.0K | +110.71% | -18.99% | +1.70% | |
| PCEF - INVESCO CEF INCOME COMPOSITE ETF | New Purchase | 0.16% | $851.0K | +42.06% | -18.70% | +4.16% | |
| UNP - UNION PACIFIC CORP COM | New Purchase | 0.14% | $750.0K | +59.40% | -12.89% | +12.15% | |
| DWX - SPDR S&P INTERNATIONAL DIVIDEND ETF | New Purchase | 0.14% | $739.0K | +52.92% | -21.34% | -4.26% | |
| SPDW - SPDR PORTFOLIO DEVELOPED WORLD EX-US ETF | New Purchase | 0.13% | $701.0K | +91.14% | -17.92% | +14.02% | |
| EDIV - SPDR S&P EMERGING MARKETS DIVIDEND ETF | New Purchase | 0.12% | $623.0K | +81.57% | -20.84% | -1.46% | |
| VBR - VANGUARD SMALL-CAP VALUE INDEX FUND | New Purchase | 0.12% | $615.0K | +95.15% | -27.24% | +13.27% | |
| KO - COCA COLA CO COM | New Purchase | 0.10% | $537.0K | +54.89% | -21.70% | -14.66% | |
| VBK - VANGUARD SMALL-CAP GROWTH INDEX FUND | New Purchase | 0.10% | $509.0K | +71.32% | -14.88% | +41.22% | |
| VSS - VANGUARD FTSE ALL-WORLD EX-US SMALL-CAP INDEX FUND | New Purchase | 0.10% | $500.0K | +74.93% | -20.06% | +17.56% | |
| SUB - ISHARES SHORT-TERM NATIONAL MUNI BOND ETF | New Purchase | 0.09% | $482.0K | +9.54% | -0.46% | +2.10% | |
| AMLP - ALERIAN MLP ETF | New Purchase | 0.09% | $450.0K | +121.61% | -37.74% | -24.08% | |