Heritage Financial Services, LLC
Q4 2024 13F Holdings
- Locationwestwood, MA
- Num holdings
117
- Value ($000)
$753,004
- Date Filed01/23/2025
- Form type13F-HR
- CIK0001752035
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $209.89M | 28 % | 6,067,932 | ||
VANGUARD SCOTTSDALE FDS | INTER TERM TREAS | 92206C706 | $161.86M | 22 % | 2,790,770 | ||
JPIE J P MORGAN EXCHANGE TRADED F | INCOME ETF | 46641Q159 | $111.96M | 15 % | 2,454,191 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $63.43M | 8 % | 2,421,903 | ||
USRT ISHARES TR | CRE U S REIT ETF | 464288521 | $43.81M | 6 % | 764,424 | ||
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $18.61M | 3 % | 144,685 | ||
JPST J P MORGAN EXCHANGE TRADED F | ULTRA SHRT ETF | 46641Q837 | $12.42M | 2 % | 246,506 | ||
DFSU DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $11.55M | 2 % | 304,817 | ||
AAPL APPLE INC | COM | 037833100 | $9.75M | 1 % | 38,915 | ||
IDEV ISHARES TR | CORE MSCI INTL | 46435G326 | $8.29M | 1 % | 128,588 |
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