Heritage Investment Group, Inc. Incresed Positions in Q4 2024

Heritage Investment Group, Inc.

  • $531 Million
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
91.3K
+ 141.31%
$41.17 - $43.34 $3.76M - $3.96M
156K $6.45M
IVV
Ishares Core S&P 500 ETF

ETFs
4.05K
+ 3.83%
$570.51 - $610.59 $2.31M - $2.47M
110K $64.6M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
3.46K
+ 129.7%
$442.29 - $483.08 $1.53M - $1.67M
6.13K $2.78M
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
15.5K
+ 0.67%
$33.92 - $36.6 $524K - $566K
2.3M $79.8M
DFAU
Dimensional ETF Tr

ETFs
19.4K
+ 4.05%
$39.27 - $42.38 $760K - $820K
498K $20.1M
IWB
Ishares Tr Russell 1000 ETF

ETFs
814
+ 2.43%
$311.11 - $335.64 $253K - $273K
34.3K $11M
DFSD
Dimensional ETF Tr Short Durat

ETFs
9.74K
+ 7.41%
$46.75 - $47.8 $455K - $466K
141K $6.61M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
4.72K
+ 3.73%
$113.92 - $127.38 $537K - $601K
131K $15.1M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
44.4K
+ 10.22%
$26.16 - $28.82 $1.16M - $1.28M
479K $12.5M
VT
Vanguard Total World Stk Index

ETFs
3.38K
+ 8.14%
$117.09 - $123.07 $396K - $416K
44.9K $5.28M
IDEV
Ishares Core Msci Intl Develop

ETFs
14.7K
+ 13.95%
$64.18 - $70.42 $945K - $1.04M
120K $7.76M
SUB
Ishares Short Term National Mu

ETFs
4.77K
+ 1.03%
$104.94 - $106.2 $501K - $507K
467K $49.2M
DFIC
Dimensional ETF Tr Dimensional

ETFs
37.4K
+ 10.1%
$25.61 - $28.0 $957K - $1.05M
407K $10.5M
SPY
Spdr S&P 500 ETF Trust

ETFs
2
+ 0.03%
$567.81 - $607.81 $1.14K - $1.22K
7.01K $4.11M
QQQ
Invesco Qqq Trust, Series 1

ETFs
8
+ 0.8%
$481.22 - $538.17 $3.85K - $4.31K
1.01K $513K
STIP
Ishares Barclays 0 5 Year Tips

ETFs
344
+ 2.32%
$100.24 - $101.35 $34.5K - $34.9K
15.2K $1.52M
DUHP
Dimensional ETF Tr Dimensional

ETFs
21
+ 0.2%
$33.62 - $35.69 $706 - $749
10.4K $349K
SCHX
Schwab Strategic Tr Us Large C

ETFs
23.2K
+ 191.33%
$22.4 - $68.28 $519K - $1.58M
35.3K $817K
NEE
Nextera Energy Inc

Utilities
352
+ 6.33%
$69.77 - $85.43 $24.6K - $30.1K
5.91K $423K
LLY
Eli Lilly & CO

Healthcare
1
+ 0.05%
$727.2 - $932.06 $727 - $932
2.13K $1.64M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.61K
+ 0.22%
$49.79 - $51.14 $80K - $82.1K
738K $37M
REET
Ishares Global Reit ETF

ETFs
5.22K
+ 0.35%
$23.43 - $26.54 $122K - $138K
1.52M $36.3M
Activity Summary
Buys All Purchases 35 New Holdings 12 Increased Positions 23 Sells All Sells 23 Reductions 23 Sold out 0 Options Calls 0 Puts 0
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