Heritage Financial Services, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$672.1B

Holdings

104

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (104 positions)

#StockSharesValue% PortfolioType
101
SPYSPDR S&P 500 ETF TR
2,794$1K0.00%
102
XOMEXXON MOBIL CORP
11,884$1K0.00%
103
DFAEDIMENSIONAL ETF TRUST
60,687$1K0.00%
104
LLYELI LILLY & CO
1,847$1K0.00%
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