Instuitional Investor - Heirloom Wealth Management

Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Tr
1,319,549 $30,402,409 11.66%
2.
Dimensional Etf Trust
700,903 $28,933,276 11.1%
3. MSFT 53,802 $20,231,590 7.76%
4. GOOG 131,184 $18,487,761 7.09%
5. V 69,719 $18,151,364 6.96%