Heritage Financial Services, LLC Q3 2024 Filing
Filed October 23, 2024
Portfolio Value
$752.1B
Holdings
110
Report Date
Q3 2024
Filing Type
13F-HR
All Holdings (110 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 101 | IVEISHARES TR | 8,397 | $1K | 0.00% | |
| 102 | DFAEDIMENSIONAL ETF TRUST | 67,965 | $1K | 0.00% | |
| 103 | IBMINTERNATIONAL BUSINESS MACHS | 4,688 | $1K | 0.00% | |
| 104 | JNJJOHNSON & JOHNSON | 9,557 | $1K | 0.00% | |
| 105 | KOCOCA COLA CO | 21,126 | $1K | 0.00% | |
| 106 | VTEBVANGUARD MUN BD FDS | 20,085 | $1K | 0.00% | |
| 107 | IVWISHARES TR | 20,036 | $1K | 0.00% | |
| 108 | BNDVANGUARD BD INDEX FDS | 15,127 | $1K | 0.00% | |
| 109 | BRK/BBERKSHIRE HATHAWAY INC DEL | 3,189 | $1K | 0.00% | |
| 110 | MCDMCDONALDS CORP | 5,374 | $1K | 0.00% |
PreviousPage 2 of 2