Instuitional Investor - Heritage Wealth Management, Inc.

Filing Period:
No. Security Ticker Shares Value % Port
1. SPY 29,200 $18,041,220 12.03%
2.
American Centy Etf Tr
206,497 $14,085,152 9.39%
3. FNDF 390,296 $11,400,532 7.6%
4.
Vanguard Scottsdale Funds
118,125 $6,943,411 4.63%
5. AAPL 29,514 $6,055,387 4.04%