Instuitional Investor - Heritage Investment Group, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Investment Group, Inc. |
| Portfolio Value | $660,807,031 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,274,675 | $88,393,864 | 13.38% | |
| 2. | IEF | 107,407 | $70,159,145 | 10.62% | |
| 3. | Ishares Tr - SHRT NAT MUN ETF | 541,010 | $57,617,541 | 8.72% | |
| 4. | Ishares Tr - GLOBAL REIT ETF | 1,731,090 | $43,536,925 | 6.59% | |
| 5. | Vanguard Mun Bd Fds | 868,264 | $43,317,674 | 6.56% |
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