Heirloom Wealth Management Reduced Holdings in Q3 2024

Heirloom Wealth Management

Stock	Shares change	Price Range	Shares Held
IHI Ishares Tr Dow Jones Us Medica ETFs	-3.54K - 49.8%	$54.38 - $59.77 $193K - $212K	3.57K $211K
WPC W. P. Carey Inc. Real Estate	-3.53K - 51.25%	$54.63 - $63.96 $193K - $226K	3.36K $209K
O Realty Income Corp Real Estate	-5.56K - 28.02%	$52.36 - $63.42 $291K - $353K	14.3K $906K
PLD Prologis, Inc. Real Estate	-1.09K - 40.02%	$111.95 - $132.43 $122K - $144K	1.64K $206K
CCI Crown Castle International Corp Real Estate	-1.26K - 41.78%	$95.29 - $120.24 $120K - $152K	1.76K $208K
SOXX Ishares Semiconductor ETF ETFs	-105 - 9.01%	$199.29 - $265.49 $20.9K - $27.9K	1.06K $244K
AMZN Amazon Com Inc Consumer Cyclical	-118 - 6.34%	$161.02 - $200.0 $19K - $23.6K	1.74K $324K
AOM Ishares Tr Core Moderate Alloc ETFs	-441 - 5.26%	$42.66 - $45.18 $18.8K - $19.9K	7.94K $358K
TMO Thermo Fisher Scientific Inc. Healthcare	-31 - 8.49%	$531.86 - $624.21 $16.5K - $19.4K	334 $206K
AOR Ishares Tr Core Growth Allocat ETFs	-366 - 3.73%	$55.15 - $59.31 $20.2K - $21.7K	9.44K $559K
SCHG Schwab Strategic Tr Us Large C ETFs	-678 - 2.55%	$92.63 - $105.69 $62.8K - $71.7K	25.9K $2.7M
COST Costco Wholesale Corp Consumer Defensive	-4 - 0.35%	$801.83 - $917.05 $3.21K - $3.67K	1.13K $1M
ACN Accenture PLC Technology	-3 - 0.1%	$295.44 - $355.81 $886 - $1.07K	2.87K $1.01M
BX Blackstone Inc. Financial Services	-524 - 6.82%	$120.77 - $159.66 $63.3K - $83.7K	7.16K $1.1M
DFAU Dimensional ETF Tr ETFs	-2.41K - 1.81%	$35.8 - $39.69 $86.1K - $95.5K	130K $5.18M

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