Instuitional Investor - Heritage Wealth Architects, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Architects, Inc. |
| Portfolio Value | $162,354,860 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,225,521 | $31,508,141 | 19.41% | |
| 2. | Pgim Etf Tr | 428,931 | $18,100,888 | 11.15% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 380,688 | $17,210,925 | 10.6% | |
| 4. | Strategic Trust - RUNNING GWTH ETF | 310,795 | $10,650,555 | 6.56% | |
| 5. | Blackrock Etf Trust | 177,829 | $10,527,477 | 6.48% |
Hedge Fund Resource Center 
