Instuitional Investor - Heritage Investment Group, Inc.
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 2,211,526 | $79,261,096 | 13.66% | |
| 2. | IEF | 107,167 | $66,540,111 | 11.47% | |
| 3. | Ishares Tr - SHRT NAT MUN ETF | 486,492 | $51,733,605 | 8.92% | |
| 4. | Vanguard Mun Bd Fds | 814,860 | $39,952,569 | 6.89% | |
| 5. | Dimensional Etf Trust | 936,355 | $39,589,089 | 6.82% |
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