Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $201,339,944 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 882,747 | $59,113,899 | 29.36% | |
| 2. | Dimensional Etf Trust | 673,361 | $28,489,640 | 14.15% | |
| 3. | Dimensional Etf Trust | 408,772 | $26,035,140 | 12.93% | |
| 4. | Dimensional Etf Trust | 381,943 | $13,229,574 | 6.57% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 123,778 | $12,932,278 | 6.42% |
Hedge Fund Resource Center 
