Instuitional Investor - Heritage Wealth Management, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 37,200 $21,802,176 15.69%
2.
American Centy Etf Tr
190,424 $12,714,630 9.15%
3. FNDF 340,188 $9,481,047 6.82%
4. AAPL 25,829 $6,468,098 4.65%
5.
Vanguard Scottsdale Funds
107,755 $6,269,161 4.51%