Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q2 2016 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
VANGUARD FTSE DEVELOPED MARKETS ETF | 27 | Q3 2023 | 14.0% |
APPLE INC COM | 27 | Q3 2023 | 6.6% |
MICROSOFT CORP COM | 27 | Q3 2023 | 6.1% |
VANGUARD INTL EQUITY INDEX FMSCI EMR MKT ETF | 27 | Q3 2023 | 8.4% |
JOHNSON & JOHNSON COM | 27 | Q3 2023 | 2.3% |
ALPHABET INC CAP STK CL C | 27 | Q3 2023 | 2.2% |
PAYCOM SOFTWARE INC COM | 27 | Q3 2023 | 2.8% |
ISHARES TR INDEX BARCLYS TIPS BD | 27 | Q3 2023 | 3.5% |
ISHARES TR MSCI SMALL CAP | 27 | Q3 2023 | 3.1% |
ABBVIE INC COM | 27 | Q3 2023 | 2.3% |
View Heritage Trust Co's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-02-09 |
13F-HR | 2023-11-08 |
13F-HR | 2023-08-11 |
13F-HR | 2023-05-12 |
13F-HR | 2023-02-10 |
13F-HR | 2022-11-10 |
13F-HR | 2022-08-11 |
13F-HR | 2022-05-11 |
13F-HR | 2022-02-09 |
13F-HR | 2021-11-09 |
View Heritage Trust Co's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.