Instuitional Investor - Heritage Wealth Architects, Inc.
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Architects, Inc. |
| Portfolio Value | $239,345,953 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | SCHD | 1,502,092 | $41,788,196 | 17.46% | |
| 2. | Pgim Etf Tr | 655,831 | $27,302,245 | 11.41% | |
| 3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 518,214 | $26,848,666 | 11.22% | |
| 4. | Blackrock Etf Trust | 331,877 | $21,303,185 | 8.9% | |
| 5. | American Centy Etf Tr - INTL EQT ETF | 174,512 | $15,587,412 | 6.51% |
Hedge Fund Resource Center 
