Instuitional Investor - Heffernan Advisory, Inc
Fund Profile
Filing Period:
| Fund Name: | Heffernan Advisory, Inc |
| Portfolio Value | $104,460,151 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,152,171 | $49,036,398 | 46.94% | |
| 2. | Dimensional Etf Trust | 255,100 | $10,099,409 | 9.67% | |
| 3. | Dimensional Etf Trust | 136,859 | $10,076,928 | 9.65% | |
| 4. | Dimensional Etf Trust | 137,156 | $6,576,630 | 6.3% | |
| 5. | Dimensional Etf Trust | 165,260 | $5,694,860 | 5.45% |