Instuitional Investor - Heritage Financial Services, Llc
Fund Profile
Filing Period:
| Fund Name: | Heritage Financial Services, Llc |
| Portfolio Value | $753,003,571 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 6,067,932 | $209,889,764 | 27.87% | |
| 2. | Vanguard Scottsdale Funds | 2,790,770 | $161,864,668 | 21.49% | |
| 3. | J P Morgan Exchange Traded F | 2,454,191 | $111,960,184 | 14.86% | |
| 4. | Dimensional Etf Trust | 2,421,903 | $63,429,652 | 8.42% | |
| 5. | Ishares Tr | 764,424 | $43,809,115 | 5.81% |
