Instuitional Investor - Heritage Wealth Architects, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Architects, Inc. |
| Portfolio Value | $251,187,354 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 1,522,245 | $44,084,202 | 17.55% | |
| 2. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 535,648 | $29,171,402 | 11.61% | |
| 3. | Pgim Etf Tr - TOTA RETU BD ETF | 678,169 | $27,859,183 | 11.09% | |
| 4. | DYNF | 339,680 | $22,962,368 | 9.14% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 186,730 | $16,669,387 | 6.64% |
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