Instuitional Investor - Heirloom Wealth Management

13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr		1,319,549	$30,402,409	11.66%
2.	Dimensional Etf Trust		700,903	$28,933,276	11.1%
3.	Microsoft Corp	MSFT	53,802	$20,231,590	7.76%
4.	Alphabet Inc.	GOOG	131,184	$18,487,761	7.09%
5.	Visa Inc.	V	69,719	$18,151,364	6.96%