Instuitional Investor - Heritage Wealth Architects, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Architects, Inc. |
| Portfolio Value | $102,871,347 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 1,090,369 | $23,475,655 | 22.82% | |
| 2. | Pgim Etf Tr | 364,767 | $15,225,302 | 14.8% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 339,837 | $13,732,806 | 13.35% | |
| 4. | Strategic Trust - RUNNING GWTH ETF | 259,510 | $8,415,894 | 8.18% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 93,314 | $6,183,919 | 6.01% |
