Instuitional Investor - Heritage Family Offices, Llp
Fund Profile
Filing Period:
| Fund Name: | Heritage Family Offices, Llp |
| Portfolio Value | $302,549,602 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | American Centy Etf Tr - INTL EQT ETF | 161,576 | $14,559,657 | 4.81% | |
| 2. | Vanguard Tax-Managed Fds | 203,683 | $14,382,061 | 4.75% | |
| 3. | American Centy Etf Tr | 117,433 | $11,041,032 | 3.65% | |
| 4. | SCHD | 412,627 | $9,119,049 | 3.01% | |
| 5. | Grayscale Bitcoin Mini Tr Et | 236,964 | $8,755,838 | 2.89% |
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