| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2016 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 10 | Q2 2024 | 7.9% |
| MSCI EAFE Index ETF | 10 | Q2 2024 | 5.5% |
| Ishares Tr Broad Usd High | 10 | Q2 2024 | 5.0% |
| ISHARES TR | 10 | Q2 2024 | 4.2% |
| S&P 500 Index ETF | 10 | Q2 2024 | 4.3% |
| ISHARES TR | 10 | Q2 2024 | 2.6% |
| MICROSOFT CORP | 10 | Q2 2024 | 2.1% |
| APPLE INC | 10 | Q2 2024 | 2.1% |
| ISHARES TR | 10 | Q2 2024 | 2.2% |
| Russell 2000 Index ETF | 10 | Q2 2024 | 1.5% |
View HERITAGE WEALTH MANAGEMENT, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| N-PX | 2024-07-15 |
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-06 |
| 13F-HR | 2023-02-13 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2021-11-10 |
| 13F-HR | 2021-08-11 |
View HERITAGE WEALTH MANAGEMENT, LLC'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.