Instuitional Investor - Heritage Wealth Architects, Inc.
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | FNDF | 1,110,715 | $26,468,333 | 19.49% | |
2. | Pgim Etf Tr | 361,025 | $15,101,676 | 11.12% | |
3. | Invesco Exchange Traded Fd T - RAFI US 1000 ETF | 344,063 | $14,543,540 | 10.71% | |
4. | Strategic Trust - RUNNING GWTH ETF | 267,943 | $9,066,719 | 6.68% | |
5. | Blackrock Etf Trust | 149,631 | $8,148,904 | 6% |