Heartwood Wealth Advisors LLC Buys VANGUARD INDEX FDS, VANGUARD INDEX FDS, VANGUARD TAX MANAG, Sells VANGUARD INTL EQUI, KRANESHARES TR, VANGUARD BD IDX FD

• New Purchases: KOMP, IJR, EEM, FM, GDX, VIGI, VTI, IYE, SCHX,
• Added Positions: VV, VO, VEA, VYM, GLD, XLK, MGC, SCHE, AGG, SPAB, SCHO, VMBS, VB, STIP, SPDW, RWR, VBR, BSCM, BSCL, VTEB, MUB, VOE, EFA, SCHF, GDXJ,
• Reduced Positions: VWO, BSV, AMLP, DWX, AAPL, PEP, SPTS, XLF, XME, SDIV,
• Sold Out: KWEB,

For the details of Heartwood Wealth Advisors LLC's stock buys and sells, go to https://www.gurufocus.com/guru/heartwood+wealth+advisors+llc/current-portfolio/portfolio

1. VANGUARD INDEX FDS (VV) - 641,662 shares, 11.26% of the total portfolio. Shares added by 73.68%
2. VANGUARD INDEX FDS (VB) - 367,893 shares, 11.01% of the total portfolio. Shares added by 6.83%
3. VANGUARD TAX MANAG (VEA) - 1,656,601 shares, 10.98% of the total portfolio. Shares added by 20.96%
4. SCHWAB STRATEGIC T (SCHE) - 1,788,181 shares, 8.13% of the total portfolio. Shares added by 13.74%
5. VANGUARD INDEX FDS (VO) - 318,324 shares, 6.37% of the total portfolio. Shares added by 96.35%

Heartwood Wealth Advisors LLC initiated holding in SPDR SERIES TRUST. The purchase prices were between $26.71 and $38.09, with an estimated average price of $33.3. The stock is now traded at around $41.65. The impact to a portfolio due to this purchase was 0.14%. The holding were 18,199 shares as of .

Heartwood Wealth Advisors LLC initiated holding in ISHARES TRUST. The purchase prices were between $50.81 and $75.28, with an estimated average price of $62.85. The stock is now traded at around $73.45. The impact to a portfolio due to this purchase was 0.12%. The holding were 200,654 shares as of .

Heartwood Wealth Advisors LLC initiated holding in ISHARES TRUST. The purchase prices were between $32.48 and $40.95, with an estimated average price of $37.21. The stock is now traded at around $44.78. The impact to a portfolio due to this purchase was 0.1%. The holding were 11,997 shares as of .

Heartwood Wealth Advisors LLC initiated holding in ISHARES INC. The purchase prices were between $20.33 and $24.2, with an estimated average price of $22.39. The stock is now traded at around $24.33. The impact to a portfolio due to this purchase was 0.06%. The holding were 11,055 shares as of .

Heartwood Wealth Advisors LLC initiated holding in Vanguard International Dividend Appreciation ETF. The purchase prices were between $55.85 and $68.53, with an estimated average price of $63.2. The stock is now traded at around $71.09. The impact to a portfolio due to this purchase was 0.06%. The holding were 4,384 shares as of .

Heartwood Wealth Advisors LLC initiated holding in VanEck Vectors Gold Miners. The purchase prices were between $23.04 and $37.21, with an estimated average price of $32.73. The stock is now traded at around $45.36. The impact to a portfolio due to this purchase was 0.06%. The holding were 7,590 shares as of .

Heartwood Wealth Advisors LLC added to a holding in VANGUARD INDEX FDS by 73.68%. The purchase prices were between $113.24 and $149.5, with an estimated average price of $134.86. The stock is now traded at around $154.39. The impact to a portfolio due to this purchase was 4.78%. The holding were 641,662 shares as of .

Heartwood Wealth Advisors LLC added to a holding in VANGUARD INDEX FDS by 96.35%. The purchase prices were between $124.34 and $175.42, with an estimated average price of $152.79. The stock is now traded at around $177.30. The impact to a portfolio due to this purchase was 3.13%. The holding were 318,324 shares as of .

Heartwood Wealth Advisors LLC added to a holding in VANGUARD TAX MANAG by 20.96%. The purchase prices were between $31.83 and $40.85, with an estimated average price of $36.43. The stock is now traded at around $41.24. The impact to a portfolio due to this purchase was 1.9%. The holding were 1,656,601 shares as of .

Heartwood Wealth Advisors LLC added to a holding in VANGUARD WHITEHALL by 62.08%. The purchase prices were between $67.79 and $86.78, with an estimated average price of $77.62. The stock is now traded at around $82.31. The impact to a portfolio due to this purchase was 1.48%. The holding were 315,226 shares as of .

Heartwood Wealth Advisors LLC added to a holding in SPDR Gold Trust by 61.85%. The purchase prices were between $148.05 and $167.37, with an estimated average price of $161.08. The stock is now traded at around $191.97. The impact to a portfolio due to this purchase was 1.17%. The holding were 140,912 shares as of .

Heartwood Wealth Advisors LLC added to a holding in SELECT SECTOR SPDR by 47.30%. The purchase prices were between $76.54 and $104.63, with an estimated average price of $93.77. The stock is now traded at around $113.90. The impact to a portfolio due to this purchase was 1.08%. The holding were 195,671 shares as of .

Heartwood Wealth Advisors LLC sold out a holding in KRANESHARES TR. The sale prices were between $44.01 and $63.03, with an estimated average price of $51.96.