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Home > Institutional Investor > Heritage Way Advisors, Llc > Profile

Instuitional Investor - Heritage Way Advisors, Llc

Fund Profile
Filing Period:
Fund Name: Heritage Way Advisors, Llc
Portfolio Value $267,208,000
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 117,250 $55,927,000 20.93%
2.
Vanguard Ftse Developed Markets Etf
 305,356 $15,591,000 5.83%
3.
Schwab Strategic Trust
 FNDF 69,556 $7,917,000 2.96%
4.
Ishares Trust
 IEF 25,992 $7,358,000 2.75%
5.
Ishares Trust
 IEF 63,736 $7,298,000 2.73%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)