Heritage Investment Group, Inc. - Portfolio overview

Heritage Investment Group, Inc. has 129 reported holdings in this dataset, with the latest filing dated 2026-05-01.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 13.34%
2. IVV - ISHARES TR, 10.59%
3. SUB - ISHARES TR, 8.70%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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