0001674672-16-000001.txt : 20160516 0001674672-16-000001.hdr.sgml : 20160516 20160516143417 ACCESSION NUMBER: 0001674672-16-000001 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20151231 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: 161652803 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 12-31-2015 12-31-2015 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 0 204 104902 false INFORMATION TABLE 2 hefty13f4q2015.xml iShares ETFs/USA ETF 464287226 6709 62117 SH SOLE 62117 0 0 iShares ETFs/USA ETF 464287457 5063 60017 SH SOLE 60017 0 0 iShares ETFs/USA ETF 464287481 4809 52321 SH SOLE 52321 0 0 iShares ETFs/USA ETF 464287473 3290 47931 SH SOLE 47931 0 0 iShares ETFs/USA ETF 46434V613 3266 32931 SH SOLE 32931 0 0 iShares ETFs/USA ETF 464287200 2971 14505 SH SOLE 14505 0 0 iShares ETFs/USA ETF 464287242 2612 22913 SH SOLE 22913 0 0 Vanguard ETF/USA ETF 922908611 2558 25903 SH SOLE 25903 0 0 Vanguard ETF/USA ETF 92203J407 2234 42262 SH SOLE 42262 0 0 Vanguard ETF/USA ETF 921937827 2077 26104 SH SOLE 26104 0 0 Vanguard ETF/USA ETF 922908512 2012 23410 SH SOLE 23410 0 0 iShares ETFs/USA ETF 464287499 1992 12440 SH SOLE 12440 0 0 Vanguard ETF/USA ETF 922908629 1822 15175 SH SOLE 15175 0 0 Bank of America Corp COM 060505104 1819 108107 SH SOLE 108107 0 0 VanEck 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4170 SH SOLE 4170 0 0 Vanguard ETF/USA ETF 921937819 298 3593 SH SOLE 3593 0 0 Global X ETFs/USA ETF 37950E366 273 34379 SH SOLE 34379 0 0 WisdomTree ETFs/USA ETF 97717W315 268 8495 SH SOLE 8495 0 0 iShares ETFs/USA ETF 464288687 208 5364 SH SOLE 5364 0 0 iShares ETFs/USA ETF 464287614 201 2027 SH SOLE 2027 0 0 iShares ETFs/USA ETF 464287648 190 1366 SH SOLE 1366 0 0 Vanguard ETF/USA ETF 922908744 184 2261 SH SOLE 2261 0 0 iShares ETFs/USA ETF 464288257 175 3147 SH SOLE 3147 0 0 iShares ETFs/USA ETF 464287408 146 1653 SH SOLE 1653 0 0 Vanguard ETF/USA ETF 922042858 127 3901 SH SOLE 3901 0 0 Vanguard ETF/USA ETF 922908736 126 1188 SH SOLE 1188 0 0 PowerShares ETFs/USA ETF 73935X229 86 4572 SH SOLE 4572 0 0 PowerShares ETFs/USA ETF 73936T565 83 5565 SH SOLE 5565 0 0 Lincoln National Corp COM 534187109 80 1600 SH SOLE 1600 0 0 Pacific Ethanol Inc COM 69423U305 71 15000 SH SOLE 15000 0 0 Vanguard ETF/USA ETF 922908769 70 680 SH SOLE 680 0 0 Vanguard ETF/USA ETF 922908538 68 689 SH SOLE 689 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Holdings Ltd COM G0692U109 12 215 SH SOLE 215 0 0 Procter & Gamble Co/The COM 742718109 12 152 SH SOLE 152 0 0 Dow Chemical Co/The COM 260543103 11 233 SH SOLE 233 0 0 PNC Financial Services Group I COM 693475105 11 124 SH SOLE 124 0 0 Cisco Systems Inc COM 17275R102 11 434 SH SOLE 434 0 0 Omega Healthcare Investors Inc REIT 681936100 11 336 SH SOLE 336 0 0 UGI Corp COM 902681105 10 307 SH SOLE 307 0 0 Automatic Data Processing Inc COM 053015103 10 119 SH SOLE 119 0 0 Teva Pharmaceutical Industries ADR 881624209 9 149 SH SOLE 149 0 0 PepsiCo Inc COM 713448108 9 96 SH SOLE 96 0 0 Wendy's Co/The COM 95058W100 9 850 SH SOLE 850 0 0 Cinemark Holdings Inc COM 17243V102 8 266 SH SOLE 266 0 0 Cleco Corporate Holdings LLC COM 12561W105 8 166 SH SOLE 166 0 0 Pool Corp COM 73278L105 8 104 SH SOLE 104 0 0 Verizon Communications Inc COM 92343V104 8 180 SH SOLE 180 0 0 Texas Instruments Inc COM 882508104 8 146 SH SOLE 146 0 0 Meredith Corp COM 589433101 7 184 SH SOLE 184 0 0 Kinder Morgan Inc/DE COM 49456B101 7 495 SH SOLE 495 0 0 Philip Morris International In COM 718172109 7 84 SH SOLE 84 0 0 MetLife Inc COM 59156R108 7 153 SH SOLE 153 0 0 Home Depot Inc/The COM 437076102 7 55 SH SOLE 55 0 0 Celgene Corp COM 151020104 6 54 SH SOLE 54 0 0 Crown Castle International Cor REIT 22822V101 6 72 SH SOLE 72 0 0 Pfizer Inc COM 717081103 6 189 SH SOLE 189 0 0 Ford Motor Co COM 345370860 6 430 SH SOLE 430 0 0 Bristol-Myers Squibb Co COM 110122108 5 87 SH SOLE 87 0 0 Molson Coors Brewing Co COM 60871R209 5 58 SH SOLE 58 0 0 Alphabet Inc COM 02079K107 5 7 SH SOLE 7 0 0 Northrop Grumman Corp COM 666807102 5 27 SH SOLE 27 0 0 Occidental Petroleum Corp COM 674599105 4 72 SH SOLE 72 0 0 Alliance Data Systems Corp COM 018581108 4 17 SH SOLE 17 0 0 Spectra Energy Corp COM 847560109 4 195 SH SOLE 195 0 0 Union Pacific Corp COM 907818108 4 58 SH SOLE 58 0 0 Travelers Cos Inc/The COM 89417E109 4 40 SH SOLE 40 0 0 Oracle Corp COM 68389X105 4 123 SH SOLE 123 0 0 Starbucks Corp COM 855244109 4 74 SH 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International Paper Co COM 460146103 2 70 SH SOLE 70 0 0 Sensata Technologies Holding N COM N7902X106 2 57 SH SOLE 57 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 Roper Technologies Inc COM 776696106 2 12 SH SOLE 12 0 0 Monsanto Co COM 61166W101 2 23 SH SOLE 23 0 0 Amphenol Corp COM 032095101 2 42 SH SOLE 42 0 0 Under Armour Inc COM 904311107 2 26 SH SOLE 26 0 0 Gartner Inc COM 366651107 2 23 SH SOLE 23 0 0 Incyte Corp COM 45337C102 2 19 SH SOLE 19 0 0 Varian Medical Systems Inc COM 92220P105 1 24 SH SOLE 24 0 0 General Motors Co COM 37045V100 1 50 SH SOLE 50 0 0 Toronto-Dominion Bank The COM 891160509 1 32 SH SOLE 32 0 0 ON Semiconductor Corp COM 682189105 1 116 SH SOLE 116 0 0