| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2020 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 26.0% |
| ISHARES TR | 11 | Q2 2024 | 11.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 17.2% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 21.5% |
| ISHARES TR | 11 | Q2 2024 | 4.6% |
| SPDR S&P 500 ETF TR | 11 | Q2 2024 | 2.5% |
| VANGUARD WORLD FDS | 11 | Q2 2024 | 2.9% |
| APPLE INC | 11 | Q2 2024 | 1.7% |
| DIMENSIONAL ETF TRUST | 11 | Q2 2024 | 1.6% |
| EXXON MOBIL CORP | 11 | Q2 2024 | 1.2% |
View Heritage Investment Group, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-07-23 |
| 13F-HR | 2024-07-22 |
| 13F-HR | 2024-05-02 |
| 13F-HR | 2024-02-01 |
| 13F-HR | 2023-11-03 |
| 13F-HR | 2023-07-17 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-06 |
| 13F-HR | 2022-11-07 |
| 13F-HR | 2022-08-02 |
View Heritage Investment Group, Inc.'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.