Heritage Family Offices, LLP 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
HF Heritage Family Offices, LLP | Institutional Filer | ▲ 2.48% | $225.5M | 196 |
Current Portfolio Holdings
Showing all 196 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SMMD | ISHARES TR | — | 152K | $11.6M | 5.16% |
| 2 | SPEM | SPDR INDEX SHS FDS | — | 228K | $10.7M | 4.74% |
| 3 | EFA | ISHARES TR | — | 83K | $8.0M | 3.56% |
| 4 | AVDE | AMERICAN CENTY ETF TR | — | 87K | $7.4M | 3.27% |
| 5 | VEA | VANGUARD TAX-MANAGED FDS | — | 112K | $7.2M | 3.17% |
| 6 | USHY | ISHARES TR | — | 168K | $6.2M | 2.74% |
| 7 | IVV | ISHARES TR | — | 9K | $6.1M | 2.71% |
| 8 | AVEM | AMERICAN CENTY ETF TR | — | 71K | $5.8M | 2.55% |
| 9 | AAPL | Apple Inc. | Technology | 22K | $5.6M | 2.47% |
| 10 | AGG | ISHARES TR | — | 49K | $4.9M | 2.16% |
| 11 | SCHZ | SCHWAB STRATEGIC TR | — | 206K | $4.8M | 2.12% |
| 12 | NVDA | NVIDIA Corporation | Technology | 25K | $4.4M | 1.93% |
| 13 | MSFT | Microsoft Corporation | Technology | 11K | $4.1M | 1.80% |
| 14 | BTC | GRAYSCALE BITCOIN MINI TR ET | — | 129K | $3.9M | 1.72% |
| 15 | SPYM | SPDR SERIES TRUST | — | 49K | $3.7M | 1.65% |
Showing 1 to 15 of 196 holdings