Instuitional Investor - Heffernan Advisory, Inc
Fund Profile
Filing Period:
| Fund Name: | Heffernan Advisory, Inc |
| Portfolio Value | $107,796,607 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,171,565 | $49,463,474 | 45.89% | |
| 2. | Dimensional Etf Trust | 275,385 | $10,701,461 | 9.93% | |
| 3. | Dimensional Etf Trust | 147,863 | $10,657,965 | 9.89% | |
| 4. | Dimensional Etf Trust | 150,563 | $7,208,956 | 6.69% | |
| 5. | Dimensional Etf Trust | 177,205 | $6,296,094 | 5.84% |