Heritage Investment Group, Inc.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD WORLD FD | $280.2K | 0.0% |
| AMERIPRISE FINANCIAL INC | $275.1K | 0.0% |
| COCA COLA CO | $269.1K | 0.0% |
| Marathon Petroleum Corp | $268.1K | 0.0% |
| American Tower Corp | $267.0K | 0.0% |
| Tompkins Financial Corp | $263.2K | 0.0% |
| INTUIT INC. | $256.9K | 0.0% |
| BANK OF AMERICA CORP /DE | $256.5K | 0.0% |
| iShares MSCI UAE ETF | $252.8K | 0.0% |
| VANGUARD INDEX FDS | $247.7K | 0.0% |
| SELECT SECTOR SPDR TR | $247.3K | 0.0% |
| ISHARES TR | $245.1K | 0.0% |
| INTERNATIONAL BUSINESS MACHINES CORP | $231.0K | 0.0% |
| VANGUARD SPECIALIZED FUNDS | $227.0K | 0.0% |
| Northrop Grumman Corp | $224.7K | 0.0% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $222.4K | 0.0% |
| DIMENSIONAL ETF TRUST | $221.5K | 0.0% |
| HONEYWELL INTERNATIONAL INC | $220.6K | 0.0% |
| CHEVRON CORP | $218.9K | 0.0% |
| INTEL CORP | $218.7K | 0.0% |
| SCHWAB CHARLES CORP | $215.9K | 0.0% |
| SOUTHERN CO | $213.1K | 0.0% |
| INVESCO EXCHANGE TRADED FD T | $209.5K | 0.0% |
| ISHARES TR | $208.3K | 0.0% |
| TJX Cos Inc/The | $206.1K | 0.0% |
| CATERPILLAR INC | $203.9K | 0.0% |
| PUTNAM ETF TRUST | $111.9K | 0.0% |