Heritage Financial Services, LLC has filed its 13F form on July 23, 2024 for Q2 2024 where it was disclosed a total value porftolio of $678 Million distributed in 105 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Dimensional ETF Tr U S Core Eq with a value of $198M, Vanguard Intermediate Term Tre with a value of $149M, J P Morgan Exchange Traded Fd with a value of $103M, Dimensional ETF Tr Emerging Mk with a value of $60M, and Ishares Core U.S. Reit ETF with a value of $38.3M.
Examining the 13F form we can see an increase of $25M in the current position value, from $653M to 678M.
Below you can find more details about Heritage Financial Services, LLC portfolio as well as his latest detailed transactions.