Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $169,895,163 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 801,370 | $51,086,765 | 30.06% | |
| 2. | Dimensional Etf Trust | 715,493 | $29,277,799 | 17.23% | |
| 3. | Dimensional Etf Trust | 343,192 | $22,334,997 | 13.14% | |
| 4. | Vanguard Index Fds - REAL ESTATE ETF | 135,799 | $12,096,772 | 7.12% | |
| 5. | Dimensional Etf Trust | 398,364 | $11,632,077 | 6.84% |
