Instuitional Investor - Heritage Financial Services, Llc

Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
5,566,052 $162,695,696 27.67%
2.
Vanguard Scottsdale Funds
2,262,337 $134,201,855 22.83%
3.
J P Morgan Exchange Traded F
2,048,486 $93,431,461 15.89%
4.
Dimensional Etf Trust
1,692,615 $42,653,898 7.25%
5.
Ishares Tr
442,680 $24,033,116 4.08%