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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
 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%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)