0001674672-16-000002.txt : 20160516 0001674672-16-000002.hdr.sgml : 20160516 20160516143652 ACCESSION NUMBER: 0001674672-16-000002 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20160331 FILED AS OF DATE: 20160516 DATE AS OF CHANGE: 20160516 EFFECTIVENESS DATE: 20160516 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Hefty Wealth Partners CENTRAL INDEX KEY: 0001674672 IRS NUMBER: 208094703 FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-17470 FILM NUMBER: 161652817 BUSINESS ADDRESS: STREET 1: 112 EAST 7TH STREET CITY: AUBURN STATE: IN ZIP: 46706 BUSINESS PHONE: 260-927-1830 MAIL ADDRESS: STREET 1: 112 EAST 7TH STREET CITY: AUBURN STATE: IN ZIP: 46706 13F-HR 1 primary_doc.xml 13F-HR LIVE false false false 0001674672 XXXXXXXX 03-31-2016 03-31-2016 Hefty Wealth Partners

112 EAST 7TH STREET AUBURN IN 46706

13F HOLDINGS REPORT 028-17470 N David Hefty 260-927-1830 David Hefty Auburn IN 05-16-2016 0 218 106902 false INFORMATION TABLE 2 hefty13f1q2016.xml iShares ETFs/USA ETF 464287226 5617 50692 SH SOLE 50692 0 0 Vanguard ETF/USA ETF 921937827 4582 56834 SH SOLE 56834 0 0 iShares ETFs/USA ETF 46429B697 4288 97621 SH SOLE 97621 0 0 PowerShares ETFs/USA ETF 73937B647 3460 94148 SH SOLE 94148 0 0 Vanguard ETF/USA ETF 92203J407 3322 60918 SH SOLE 60918 0 0 iShares ETFs/USA ETF 464287242 2880 24243 SH SOLE 24243 0 0 Wal-Mart Stores Inc COM 931142103 2829 41315 SH SOLE 41315 0 0 iShares ETFs/USA ETF 46434V613 2778 27277 SH SOLE 27277 0 0 State Street ETF/USA ETF 78468R721 2652 53771 SH SOLE 53771 0 0 iShares ETFs/USA ETF 464287499 2401 14740 SH SOLE 14740 0 0 VanEck Vectors ETFs/USA ETF 92189F544 2095 86504 SH SOLE 86504 0 0 PowerShares ETFs/USA ETF 73937B639 2020 57688 SH SOLE 57688 0 0 IBM COM 459200101 1814 11980 SH SOLE 11980 0 0 Vanguard ETF/USA ETF 922908512 1738 19956 SH SOLE 19956 0 0 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Brands Inc COM 988498101 33 410 SH SOLE 410 0 0 Vanguard ETF/USA ETF 921937819 33 387 SH SOLE 387 0 0 Target Corp COM 87612E106 32 401 SH SOLE 401 0 0 JPMorgan Chase & Co COM 46625H100 32 550 SH SOLE 550 0 0 Anthem Inc COM 036752103 29 210 SH SOLE 210 0 0 Western Union Co/The COM 959802109 27 1443 SH SOLE 1443 0 0 Dominion Resources Inc/VA COM 25746U109 26 353 SH SOLE 353 0 0 Enterprise Products Partners L MLP 293792107 22 905 SH SOLE 905 0 0 State Street ETF/USA ETF 81369Y308 22 416 SH SOLE 416 0 0 Consolidated Edison Inc COM 209115104 21 275 SH SOLE 275 0 0 Exxon Mobil Corp COM 30231G102 20 245 SH SOLE 245 0 0 Aemetis Inc COM 00770K202 20 10000 SH SOLE 10000 0 0 Broadridge Financial Solutions COM 11133T103 18 320 SH SOLE 320 0 0 Merck & Co Inc COM 58933Y105 18 358 SH SOLE 358 0 0 Pinnacle West Capital Corp COM 723484101 18 250 SH SOLE 250 0 0 Baxter International Inc COM 071813109 18 456 SH SOLE 456 0 0 Johnson & Johnson COM 478160104 18 170 SH SOLE 170 0 0 TJX Cos Inc/The COM 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3 23 SH SOLE 23 0 0 O'Reilly Automotive Inc COM 67103H107 3 13 SH SOLE 13 0 0 ConocoPhillips COM 20825C104 3 88 SH SOLE 88 0 0 Harris Corp COM 413875105 3 45 SH SOLE 45 0 0 Xerox Corp COM 984121103 3 307 SH SOLE 307 0 0 Verisk Analytics Inc COM 92345Y106 3 42 SH SOLE 42 0 0 EI du Pont de Nemours & Co COM 263534109 3 50 SH SOLE 50 0 0 CA Inc COM 12673P105 3 102 SH SOLE 102 0 0 MSCI Inc COM 55354G100 3 42 SH SOLE 42 0 0 Cimpress NV COM N20146101 3 34 SH SOLE 34 0 0 Norfolk Southern Corp COM 655844108 2 36 SH SOLE 36 0 0 International Paper Co COM 460146103 2 70 SH SOLE 70 0 0 Ameriprise Financial Inc COM 03076C106 2 30 SH SOLE 30 0 0 Chevron Corp COM 166764100 2 29 SH SOLE 29 0 0 Henry Schein Inc COM 806407102 2 15 SH SOLE 15 0 0 Navient Corp COM 63938C108 2 206 SH SOLE 206 0 0 Amphenol Corp COM 032095101 2 42 SH SOLE 42 0 0 Amdocs Ltd COM G02602103 2 40 SH SOLE 40 0 0 ASML Holding NV COM N07059210 2 24 SH SOLE 24 0 0 TE Connectivity Ltd COM H84989104 2 36 SH SOLE 36 0 0 Sensata Technologies Holding N COM N7902X106 2 57 SH SOLE 57 0 0 Under Armour Inc COM 904311107 2 26 SH SOLE 26 0 0 Roper Technologies Inc COM 776696106 2 12 SH SOLE 12 0 0 Gartner Inc COM 366651107 2 23 SH SOLE 23 0 0 Monsanto Co COM 61166W101 2 23 SH SOLE 23 0 0 Varian Medical Systems Inc COM 92220P105 1 24 SH SOLE 24 0 0 Toronto-Dominion Bank/The COM 891160509 1 32 SH SOLE 32 0 0 Incyte Corp COM 45337C102 1 19 SH SOLE 19 0 0 ON Semiconductor Corp COM 682189105 1 116 SH SOLE 116 0 0