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Home > Institutional Investor > Heritage Family Offices, Llp > Profile

Instuitional Investor - Heritage Family Offices, Llp

Fund Profile
Filing Period:
Fund Name: Heritage Family Offices, Llp
Portfolio Value $197,767,924
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Spdr Index Shs Fds
 404,596 $15,961,333 8.07%
2.
Ishares Tr - RUSEL 2500 ETF
 219,991 $13,784,648 6.97%
3.
Ishares Tr
 251,467 $9,246,446 4.68%
4.
Ishares Trust
 VLUE 111,643 $9,206,088 4.65%
5.
Ishares Trust
 IEF 13,153 $7,340,698 3.71%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%
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Returns since its inception in May 2014 (through August 15th, 2025)