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Home > Institutional Investor > Heritage Wealth Management, Inc. > Profile

Instuitional Investor - Heritage Wealth Management, Inc.

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Heritage Wealth Management, Inc.
Portfolio Value	$263,237,872

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Spdr S & P 500 Etf TrustCALL	SPY	71,800	$53,618,086	20.37%
2.	American Centy Etf Tr		227,848	$20,782,012	7.89%
3.	Vanguard Scottsdale Funds	VCIT	234,382	$13,641,004	5.18%
4.	Schwab Strategic Trust	SCHD	389,301	$13,173,958	5%
5.	Ishares Tr		125,255	$12,609,448	4.79%