StockDriftsStockDriftsTop 50 Heritage Investment Group, Inc. Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 13.38% | 2.27M | $88.4M | -1.46%(-33.75K) | $24.69(+75.02%) | 2026-03-31 | |
| IVV | ISHARES TR | 10.62% | 107.4K | $70.2M | -3.37%(-3.74K) | $438.88(+69.92%) | 2026-03-31 | |
| SUB | ISHARES TR | 8.72% | 541.0K | $57.6M | +3.20%(+16.79K) | $103.98(+2.19%) | 2026-03-31 | |
| REET | ISHARES TR | 6.59% | 1.73M | $43.5M | +2.42%(+40.93K) | $23.01(+18.45%) | 2026-03-31 | |
| VTEB | VANGUARD MUN BD FDS | 6.56% | 868.3K | $43.3M | +3.73%(+31.24K) | $49.49(+1.24%) | 2026-03-31 | |
| DFUV | DIMENSIONAL ETF TRUST | 6.2% | 845.5K | $41.0M | -2.89%(-25.12K) | $31.60(+66.55%) | 2026-03-31 | |
| DFUS | DIMENSIONAL ETF TRUST | 5.4% | 503.6K | $35.7M | -0.06%(-291) | $49.43(+63.30%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 4.75% | 441.0K | $31.4M | -0.47%(-2.09K) | $58.75(+30.22%) | 2026-03-31 | |
| DFAU | DIMENSIONAL ETF TRUST | 3.92% | 573.8K | $25.9M | +1.75%(+9.86K) | $31.61(+61.23%) | 2026-03-31 | |
| IWB | ISHARES TR | 3.13% | 58.1K | $20.7M | +21.06%(+10.10K) | $281.36(+43.71%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.73% | +35.77% |
| Top 20 Holdings Unweighted | +12.20% | +41.25% |
Sign up free to track Heritage Investment Group, Inc., compare funds side by side, and get alerts the moment positions change.