Instuitional Investor - Heritage Investment Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Investment Group, Inc. |
| Portfolio Value | $624,530,272 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,222,192 | $85,709,964 | 13.72% | |
| 2. | IEF | 108,540 | $72,645,500 | 11.63% | |
| 3. | Ishares Tr - SHRT NAT MUN ETF | 493,210 | $52,664,986 | 8.43% | |
| 4. | Ishares Tr - GLOBAL REIT ETF | 1,612,014 | $41,203,078 | 6.6% | |
| 5. | Dimensional Etf Trust | 919,965 | $41,113,236 | 6.58% |
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