Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $226,818,711 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 895,466 | $64,867,486 | 28.6% | |
| 2. | Dimensional Etf Trust | 678,866 | $30,338,640 | 13.38% | |
| 3. | Dimensional Etf Trust | 415,969 | $28,477,494 | 12.56% | |
| 4. | Dimensional Etf Trust | 604,915 | $21,988,746 | 9.69% | |
| 5. | Ishares Tr - NATIONAL MUN ETF | 116,368 | $12,392,113 | 5.46% |
Hedge Fund Resource Center 
