Instuitional Investor - Heritage Family Offices, Llp
Fund Profile
Filing Period:
| Fund Name: | Heritage Family Offices, Llp |
| Portfolio Value | $258,935,183 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Tax-Managed Fds | 168,696 | $12,019,628 | 4.64% | |
| 2. | American Centy Etf Tr - INTL EQT ETF | 132,413 | $11,811,238 | 4.56% | |
| 3. | American Centy Etf Tr | 101,232 | $9,767,862 | 3.77% | |
| 4. | Ishares Tr - RUSEL 2500 ETF | 89,987 | $8,245,513 | 3.18% | |
| 5. | Spdr Index Shs Fds - ST PORT MARK ETF | 153,497 | $7,948,055 | 3.07% |
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