Instuitional Investor - Heritage Family Offices, Llp
Fund Profile
Filing Period:
| Fund Name: | Heritage Family Offices, Llp |
| Portfolio Value | $225,492,156 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr - RUSEL 2500 ETF | 152,444 | $11,639,099 | 5.16% | |
| 2. | Spdr Index Shs Fds | 227,858 | $10,688,814 | 4.74% | |
| 3. | VLUE | 82,654 | $8,028,183 | 3.56% | |
| 4. | American Centy Etf Tr - INTL EQT ETF | 86,867 | $7,369,796 | 3.27% | |
| 5. | Vanguard Tax-Managed Fds | 111,616 | $7,152,353 | 3.17% |
Hedge Fund Resource Center 
