Instuitional Investor - Heritage Investment Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Investment Group, Inc. |
| Portfolio Value | $656,993,224 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,308,426 | $91,390,566 | 13.91% | |
| 2. | IEF | 111,150 | $76,130,805 | 11.59% | |
| 3. | Ishares Tr - SHRT NAT MUN ETF | 524,218 | $55,934,018 | 8.51% | |
| 4. | Ishares Tr - GLOBAL REIT ETF | 1,690,158 | $42,169,444 | 6.42% | |
| 5. | Vanguard Mun Bd Fds | 837,021 | $42,093,768 | 6.41% |
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