Heritage Investment Group, Inc. Reduced Holdings in Q3 2024

Heritage Investment Group, Inc.

Stock	Shares change	Price Range	Shares Held
BRK-B Berkshire Hathaway Inc Class B Financial Services	-1.77K - 39.82%	$405.19 - $478.57 $716K - $846K	2.67K $1.23M
REG Regency Centers Corp Real Estate	-3.48K - 50.0%	$61.64 - $75.18 $215K - $262K	3.48K $251K
CMCSA Comcast Corp Communication Services	-1.26K - 18.04%	$37.33 - $41.78 $47K - $52.6K	5.72K $239K
ITOT Ishares Core S&P Total U.S. St ETFs	-102 - 5.44%	$113.41 - $125.62 $11.6K - $12.8K	1.77K $222K
IWM Ishares Russell 2000 ETF ETFs	-125 - 4.97%	$200.87 - $224.6 $25.1K - $28.1K	2.39K $527K
SCHX Schwab Strategic Tr Us Large C ETFs	-155 - 1.26%	$61.11 - $67.85 $9.47K - $10.5K	12.1K $821K
VTI Vanguard Total Stock Market Et ETFs	-118 - 2.42%	$255.18 - $283.2 $30.1K - $33.4K	4.76K $1.35M
VTWO Vanguard Russell 2000 ETF ETFs	-717 - 2.05%	$81.17 - $90.77 $58.2K - $65.1K	34.2K $3.05M
VTEB Vanguard Mun Bd Fds Tax Exempt ETFs	-10.1K - 1.35%	$49.93 - $51.15 $502K - $515K	736K $37.6M
IWB Ishares Tr Russell 1000 ETF ETFs	-186 - 0.55%	$283.28 - $314.39 $52.7K - $58.5K	33.4K $10.5M
DFUS Dimensional ETF Tr U S Equity ETFs	-2.34K - 0.46%	$56.04 - $62.2 $131K - $145K	509K $31.7M
DFUV Dimensional ETF Tr Us Marketwi ETFs	-15.4K - 1.53%	$38.51 - $41.69 $592K - $641K	989K $41.2M
DFAS Dimensional ETF Tr U S Small C ETFs	-5.63K - 1.18%	$59.25 - $65.33 $333K - $367K	471K $30.5M

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