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

Instuitional Investor - Heritage Family Offices, Llp

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Family Offices, Llp
Portfolio Value	$220,043,763

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Tr - RUSEL 2500 ETF		224,834	$16,849,071	7.66%
2.	Spdr Index Shs Fds		339,952	$15,913,151	7.23%
3.	Ishares Trust	VLUE	108,143	$10,384,975	4.72%
4.	Ishares Tr		237,760	$8,891,036	4.04%
5.	Ishares Trust	IEF	10,221	$7,000,459	3.18%