Heritage Investment Group, Inc.
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationpompano beach, FL
- CIK0001876811
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
106 | $535.76M | DFAC, IVV, SUB, DFUV | 13F-HR | Jan 28, 2025 | 000187681125000001 | ||
102 | $525.66M | DFAC, IVV, SUB, DFUV | 13F-HR | Nov 6, 2024 | 000187681124000006 | ||
97 | $486.21M | DFAC, IVV, SUB, DFUV | 13F-HR | Jul 22, 2024 | 000187681124000004 | ||
103 | $485.86M | DFAC, IVV, SUB, DFUV | 13F-HR | May 2, 2024 | 000187681124000003 | ||
97 | $448.98M | DFAC, SUB, IVV, VANGUARD MUN BD FDS | 13F-HR | Feb 1, 2024 | 000187681124000001 | ||
90 | $366.00M | DFAC, SUB, IVV, DFUV | 13F-HR | Nov 3, 2023 | 000187681123000006 | ||
89 | $359.70M | DFAC, SUB, IVV, DFUV | 13F-HR | Jul 17, 2023 | 000187681123000004 | ||
81 | $329.42M | DFAC, SUB, IVV, DFUV | 13F-HR | May 2, 2023 | 000187681123000003 | ||
79 | $315.48M | SUB, DFAC, DFUV, IVV | 13F-HR | Feb 6, 2023 | 000187681123000001 | ||
73 | $162.38M | DFUV, DFAS, DFUS, IVV | 13F-HR | Nov 7, 2022 | 000187681122000004 | ||
80 | $173.52M | DFUV, DFAS, DFUS, IVV | 13F-HR | Aug 2, 2022 | 000187681122000002 | ||
86 | $138.25M | DFAS, DFUS, IVV, IJR | 13F-HR | May 3, 2022 | 000187681122000001 | ||
76 | $126.91M | DFAS, DFUS, IVV, DHR | 13F-HR | Feb 9, 2022 | 000156680122000001 |