Instuitional Investor - Heritage Wealth Management, Inc.xas
Fund Profile
Filing Period:
| Fund Name: | Heritage Wealth Management, Inc.xas |
| Portfolio Value | $141,954,835 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 821,727 | $42,590,620 | 30% | |
| 2. | Dimensional Etf Trust | 575,389 | $21,415,758 | 15.08% | |
| 3. | Dimensional Etf Trust | 300,527 | $17,917,283 | 12.62% | |
| 4. | Vanguard Index Fds | 110,970 | $9,805,350 | 6.9% | |
| 5. | Dimensional Etf Trust | 184,188 | $7,809,744 | 5.5% |
