Heritage Financial Services, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Westwood, MA
CIK
0001752035
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 99 587,779 DFAC, VGIT, JPIE, DFEV 13F-HR 2/2/2024 000117266124000438
Q3 2023 79 512,150 DFAC, VGIT, JPIE, DFEV 13F-HR 10/19/2023 000117266123003448
Q2 2023 81 499,679 DFAC, VGIT, JPIE, DFEV 13F-HR 7/31/2023 000117266123002671
Q1 2023 78 458,815 DFAC, VGIT, JPIE, DFEV 13F-HR 5/10/2023 000117266123001979
Q4 2022 74 395,033 DFAC, VGIT, JPIE, DFEV 13F-HR 1/27/2023 000117266123000314
Q3 2022 62 164,763 DFAC, ITOT, IDEV, USRT 13F-HR 11/3/2022 000160658722002124
Q2 2022 544 179,442 DFAC, ITOT, IDEV, USRT 13F-HR 7/19/2022 000160658722001353
Q1 2022 79 152,960 DFAC, ITOT, USRT, IDEV 13F-HR 8/30/2022 000160658722001823
Q4 2021 81 127,701 ITOT, DFAC, USRT, IDEV 13F-HR 8/26/2022 000160658722001821