Instuitional Investor - Heirloom Wealth Management

Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
1,050,930 $42,552,996 12.76%
2.
Ishares Tr
1,712,880 $39,361,982 11.8%
3. V 73,416 $23,202,443 6.96%
4. GOOGL 121,396 $23,118,701 6.93%
5. NVDA 166,195 $22,318,335 6.69%