Heritage Investment Group, Inc.

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Pompano Beach, FL
CIK
0001876811
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 97 486,215 DFAC, IVV, SUB, DFUV 13F-HR 7/22/2024 000187681124000004
Q1 2024 103 485,864 DFAC, IVV, SUB, DFUV 13F-HR 5/2/2024 000187681124000003
Q4 2023 97 448,975 DFAC, SUB, IVV, VTEB 13F-HR 2/1/2024 000187681124000001
Q3 2023 90 365,997 DFAC, SUB, IVV, DFUV 13F-HR 11/3/2023 000187681123000006
Q2 2023 89 359,702 DFAC, SUB, IVV, DFUV 13F-HR 7/17/2023 000187681123000004
Q1 2023 81 329,416 DFAC, SUB, IVV, DFUV 13F-HR 5/2/2023 000187681123000003
Q4 2022 79 315,484 SUB, DFAC, DFUV, IVV 13F-HR 2/6/2023 000187681123000001
Q3 2022 73 162,383 DFUV, DFAS, DFUS, IVV 13F-HR 11/7/2022 000187681122000004
Q2 2022 80 173,518 DFUV, DFAS, DFUS, IVV 13F-HR 8/2/2022 000187681122000002
Q1 2022 86 138,252 DFAS, DFUS, IVV, IJR 13F-HR 5/3/2022 000187681122000001
Q4 2021 76 126,914 DFAS, DFUS, IVV, DHR 13F-HR 2/9/2022 000156680122000001