Hefty Wealth Partners’s State Street SPDR Bloomberg 1-10 Year TIPS ETF TIPX Stock Holding History

Hefty Wealth Partners’s Portfolio TIPX Stock Details TIPX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	$56K	Buy	+2,904	New	+$55.6K	0.04%	138

Other funds holding TIPX

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

SFM

Signet Financial Management Parsippany, New Jersey $892M AUM 23.24% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

NDSI

Newman Dignan & Sheerar Inc Providence, Rhode Island $523M AUM 26.16% 1-Year Est. Return

SWP

Strategic Wealth Partners Independence, Ohio $1.44B AUM 21.2% 1-Year Est. Return

PWPS

Pinnacle Wealth Planning Services Mansfield, Ohio $968M AUM 19.1% 1-Year Est. Return

Hefty Wealth Partners's TIPX Position: Q1 2018 in Review

Hefty Wealth Partners opened a new position in State Street SPDR Bloomberg 1-10 Year TIPS ETF (TIPX) in Q1 2018: 2,904 shares worth $56K. The stake represents 0.04% of the portfolio and ranks #138 among its holdings.

23 funds tracked by Wall St. Rank hold TIPX as of Q1 2018.

Hefty Wealth Partners held 2,904 shares of State Street SPDR Bloomberg 1-10 Year TIPS ETF worth $56K as of Q1 2018.
State Street SPDR Bloomberg 1-10 Year TIPS ETF was a new Hefty Wealth Partners position in Q1 2018.
State Street SPDR Bloomberg 1-10 Year TIPS ETF made up 0.04% of Hefty Wealth Partners's portfolio in Q1 2018, its #138 holding.
23 funds tracked by Wall St. Rank held State Street SPDR Bloomberg 1-10 Year TIPS ETF as of Q1 2018.

Based on Hefty Wealth Partners's 13F filing for Q1 2018, filed 2 Apr 2018.