Instuitional Investor - Heritage Financial Services, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Vanguard Scottsdale Funds | 4,409,449 | $264,699,201 | 23.79% | |
| 2. | Ishares Tr - CORE MSCI INTL | 3,222,057 | $258,312,305 | 23.22% | |
| 3. | Dimensional Etf Trust | 4,621,024 | $178,232,909 | 16.02% | |
| 4. | J P Morgan Exchange Traded F - INCOME ETF | 2,305,382 | $106,992,774 | 9.62% | |
| 5. | Dimensional Etf Trust | 1,790,493 | $57,421,100 | 5.16% |
Hedge Fund Resource Center 
