IR
Superintel
OverviewMarketsWatchlist
© 2026 IR SuperintelMethodologyContact

Heartwood Wealth Management Ltd

Q4 2015 Holdings

Filed 2016-02-08 | 15 holdings | $94.3K | 13F-HR | View on SEC ↗ · Holdings Table ↗

Sign in to see sub-manager breakdown

IssuerClassCUSIPValue ↓Shares% Portfolio
Ishares TR(IGV)NA TEC-SFTWR ETF464287515$30.4K293,01032.3%
Vanguard World FD(MGV)MEGA CAP VAL ETF921910840$25.3K428,00826.8%
Vanguard Index FDS(VV)LARGE CAP ETF922908637$18.2K195,12619.4%
Vanguard Index FDS(VOO)S&P 500 ETF SHS922908363$16.8K89,90917.8%
Ishares TR(IVV)CORE S&P500 ETF464287200$1.1K5,4641.2%
Mondelez Intl Inc(MDLZ)CL A609207105$72616,2000.8%
Ishares TR(IJH)CORE S&P MCP ETF464287507$6304,5220.7%
Kraft Heinz Co(KHC)COM500754106$3935,4000.4%
Ishares TR(IWM)RUSSELL 2000 ETF464287655$3553,1490.4%
Marsh & Mclennan COS Inc(MRSH)COM571748102$1222,2090.1%
Syngenta AGSPONSORED ADR87160A100$851,0750.1%
Exxon Mobil Corp(XOM)COM30231G102$476060.0%
Verizon Communications Inc(VZ)COM92343V104$357460.0%
Oracle Corp(ORCL)COM68389X105$205390.0%
BlackRock Inc(BLKCHF)COM09247X101$270.0%