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Home > Institutional Investor > Heritage Wealth Management, Inc.xas > 13F Holdings

Instuitional Investor - Heritage Wealth Management, Inc.xas

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 821,727 $42,590,620 30%
2.
Dimensional Etf Trust
 575,389 $21,415,758 15.08%
3.
Dimensional Etf Trust
 300,527 $17,917,283 12.62%
4.
Vanguard Index Fds
 110,970 $9,805,350 6.9%
5.
Dimensional Etf Trust
 184,188 $7,809,744 5.5%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)