Instuitional Investor - Heritage Investment Group, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
2,190,152 $64,018,000 14.25%
2.
Ishares Tr
486,103 $51,250,000 11.41%
3. IEF 98,475 $47,035,000 10.47%
4.
Vanguard Mun Bd Fds
749,111 $38,242,000 8.51%
5.
Dimensional Etf Trust
1,022,083 $38,042,000 8.47%