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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	$181,296,015

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	American Centy Etf Tr		225,171	$18,151,022	10.01%
2.	Ishares Tr		145,669	$14,663,018	8.09%
3.	Vanguard Scottsdale Funds		232,809	$13,628,667	7.52%
4.	Schwab Strategic Trust	SCHD	379,371	$11,051,071	6.1%
5.	Apple Inc.	AAPL	26,637	$6,760,204	3.73%