Instuitional Investor - Heritage Wealth Management, Inc.xas

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%