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Home > Institutional Investor > Heirloom Wealth Management > Profile

Instuitional Investor - Heirloom Wealth Management

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heirloom Wealth Management
Portfolio Value	$413,916,332

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Pimco Etf Trust		482,494	$45,040,811	10.88%
2.	Dimensional Etf Trust		1,065,660	$45,002,820	10.87%
3.	Alphabet Inc.	GOOGL	128,026	$31,180,853	7.53%
4.	Nvidia Corp	NVDA	158,140	$29,505,780	7.13%
5.	Microsoft Corp	MSFT	54,115	$28,029,018	6.77%