Heritage Wealth Management, Inc./Texas
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| DIMENSIONAL ETF TRUST | $65.50M | 28.4% |
| DIMENSIONAL ETF TRUST | $31.48M | 13.7% |
| DIMENSIONAL ETF TRUST | $29.76M | 12.9% |
| DIMENSIONAL ETF TRUST | $23.13M | 10.0% |
| DIMENSIONAL ETF TRUST | $12.82M | 5.6% |
| DIMENSIONAL ETF TRUST | $12.53M | 5.4% |
| ISHARES TR | $9.71M | 4.2% |
| ISHARES TR | $8.33M | 3.6% |
| VANGUARD INDEX FDS | $8.15M | 3.5% |
| DIMENSIONAL ETF TRUST | $6.90M | 3.0% |
| DIMENSIONAL ETF TRUST | $3.78M | 1.6% |
| ISHARES TR | $2.54M | 1.1% |
| ISHARES TR | $2.33M | 1.0% |
| Apple Inc. | $1.64M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.53M | 0.7% |
| EXXON MOBIL CORP | $1.17M | 0.5% |
| Warren E. Buffett | $898.7K | 0.4% |
| Targa Resources Corp. | $885.4K | 0.4% |
| ISHARES TR | $689.3K | 0.3% |
| S&P Global Inc. | $582.2K | 0.3% |
| MICROSOFT CORP | $537.6K | 0.2% |
| WisdomTree Trust | $519.5K | 0.2% |
| Broadcom Inc. | $502.7K | 0.2% |
| JPMORGAN CHASE & CO | $475.1K | 0.2% |
| Schlumberger NV | $467.1K | 0.2% |
| CHEVRON CORP | $463.4K | 0.2% |
| DIMENSIONAL ETF TRUST | $389.8K | 0.2% |
| ISHARES TR | $329.6K | 0.1% |
| ISHARES TR | $306.5K | 0.1% |
| VANGUARD INDEX FDS | $298.2K | 0.1% |
| ISHARES U S ETF TR | $292.3K | 0.1% |
| AbbVie Inc. | $252.5K | 0.1% |
| ISHARES TR | $243.1K | 0.1% |
| DIMENSIONAL ETF TRUST | $232.1K | 0.1% |
| VANGUARD INDEX FDS | $210.0K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $208.8K | 0.1% |
| JOHNSON & JOHNSON | $205.1K | 0.1% |
| BlackRock Enhanced Equity Dividend TrustBDJ | $137.1K | 0.1% |