Heritage Financial Services, LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationwestwood, MA
- CIK0001752035
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
117 | $753.00M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEM | 13F-HR | Jan 23, 2025 | 000117266125000330 | ||
110 | $752.11M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEM | 13F-HR | Oct 23, 2024 | 000117266124004334 | ||
105 | $697.09M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEM | 13F-HR | Jul 23, 2024 | 000117266124002867 | ||
104 | $672.11M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEM | 13F-HR | May 14, 2024 | 000117266124002271 | ||
99 | $587.78M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEV | 13F-HR | Feb 2, 2024 | 000117266124000438 | ||
79 | $512.15M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEV | 13F-HR | Oct 19, 2023 | 000117266123003448 | ||
81 | $499.68M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEV | 13F-HR | Jul 31, 2023 | 000117266123002671 | ||
78 | $458.82M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEV | 13F-HR | May 10, 2023 | 000117266123001979 | ||
74 | $395.03M | DFAC, VANGUARD SCOTTSDALE FDS, JPIE, DFEV | 13F-HR | Jan 27, 2023 | 000117266123000314 | ||
62 | $164.76M | DFAC, ITOT, IDEV, USRT | 13F-HR | Nov 3, 2022 | 000160658722002124 | ||
544 | $179.44M | DFAC, ITOT, IDEV, USRT | 13F-HR | Jul 19, 2022 | 000160658722001353 | ||
79 | $152.96M | DFAC, ITOT, USRT, IDEV | 13F-HR | Aug 30, 2022 | 000160658722001823 | ||
81 | $127.70M | ITOT, DFAC, USRT, IDEV | 13F-HR | Aug 26, 2022 | 000160658722001821 |