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Home > Institutional Investor > Heritage Investment Group, Inc. > Profile

Instuitional Investor - Heritage Investment Group, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Investment Group, Inc.
Portfolio Value	$744,425,886

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Dimensional Etf Trust	DFAC	2,294,074	$101,765,136	13.67%
2.	Ishares Trust	IEF	109,155	$81,745,037	10.98%
3.	Ishares Tr - SHRT NAT MUN ETF		551,509	$58,719,134	7.89%
4.	Ishares Tr - GLOBAL REIT ETF		1,748,235	$48,286,255	6.49%
5.	Dimensional Etf Trust	DFAC	836,665	$46,024,942	6.18%