Instuitional Investor - Heritage Wealth Architects, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Architects, Inc. |
| Portfolio Value | $213,945,701 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,388,726 | $36,967,880 | 17.28% | |
| 2. | Pgim Etf Tr | 605,802 | $25,552,728 | 11.94% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 448,707 | $21,753,300 | 10.17% | |
| 4. | Blackrock Etf Trust | 308,574 | $18,758,213 | 8.77% | |
| 5. | Strategic Trust - RUNNING GWTH ETF | 375,647 | $13,083,181 | 6.12% |
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