Heirloom Wealth Management
Q4 2024 13F Holdings
- Locationgreenwood village, CO
- Num holdings
43
- Value ($000)
$333,345
- Date Filed01/22/2025
- Form type13F-HR
- CIK0001882903
- 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 |
|---|---|---|---|---|---|---|---|
DFIP DIMENSIONAL ETF TRUST | INFLATION PROTE | 25434V856 | $42.55M | 13 % | 1,050,930 | ||
GOVT ISHARES TR | US TREAS BD ETF | 46429B267 | $39.36M | 12 % | 1,712,880 | ||
V VISA INC | COM CL A | 92826C839 | $23.20M | 7 % | 73,416 | ||
GOOG ALPHABET INC | CAP STK CL C | 02079K107 | $23.12M | 7 % | 121,396 | ||
NVDA NVIDIA CORPORATION | COM | 67066G104 | $22.32M | 7 % | 166,195 | ||
MSFT MICROSOFT CORP | COM | 594918104 | $21.87M | 7 % | 51,896 | ||
BRK.B BERKSHIRE HATHAWAY INC DEL | CL B NEW | 084670702 | $16.64M | 5 % | 36,713 | ||
RSG REPUBLIC SVCS INC | COM | 760759100 | $16.28M | 5 % | 80,906 | ||
ASML HOLDING N V | N Y REGISTRY SHS | N07059210 | $13.39M | 4 % | 19,315 | ||
LIN LINDE PLC | SHS | G54950103 | $11.79M | 4 % | 28,168 |
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