StockDriftsStockDriftsTop 50 Heritage Financial Services, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VGIT | VANGUARD SCOTTSDALE FDS | 26.03% | 5.20M | $311.8M | +17.99%(+793.31K) | $58.87(+1.22%) | 2025-12-31 | |
| IDEV | ISHARES TR | 22.57% | 3.28M | $270.4M | +1.75%(+56.26K) | $67.17(+32.48%) | 2025-12-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 14.94% | 4.52M | $179.0M | -2.18%(-100.62K) | $26.39(+56.97%) | 2025-12-31 | |
| JPIE | J P MORGAN EXCHANGE TRADED F | 11.01% | 2.85M | $131.9M | +23.56%(+543.25K) | $45.30(+1.99%) | 2025-12-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 4.81% | 1.74M | $57.6M | -2.75%(-49.23K) | $25.40(+48.19%) | 2025-12-31 | |
| USRT | ISHARES TR | 4.13% | 867.7K | $49.4M | +11.48%(+89.35K) | $54.88(+14.81%) | 2025-12-31 | |
| AVUV | AMERICAN CENTY ETF TR | 1.67% | 196.0K | $20.0M | +8.89%(+16.01K) | $91.96(+25.19%) | 2025-12-31 | |
| ITOT | ISHARES TR | 1.52% | 122.2K | $18.2M | -7.01%(-9.21K) | $101.82(+50.48%) | 2025-12-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 1.32% | 364.1K | $15.8M | +7.71%(+26.06K) | $20.46(+115.90%) | 2025-12-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 1.08% | 255.6K | $12.9M | -1.36%(-3.51K) | $50.41(+0.23%) | 2025-12-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.74% | +32.16% |
| Top 20 Holdings Unweighted | +14.53% | +50.24% |
Sign up free to track Heritage Financial Services, Llc, compare funds side by side, and get alerts the moment positions change.