Heritage Family Offices, LLP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| BJ's Wholesale Club Holdings, Inc. | $280.7K | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $281.3K | 0.1% |
| SELECTIVE INSURANCE GROUP INC | $281.8K | 0.1% |
| SPDR DOW JONES INDL AVERAGE | $288.3K | 0.1% |
| Watsco, Inc. | $290.3K | 0.1% |
| ISHARES TR | $290.4K | 0.1% |
| VANGUARD WORLD FD | $290.5K | 0.1% |
| POOL CORP | $296.9K | 0.1% |
| SPDR S&P 500 ETF TR | $297.3K | 0.1% |
| iShares MSCI UAE ETF | $298.8K | 0.1% |
| ISHARES TR | $299.8K | 0.1% |
| ISHARES TR | $302.2K | 0.1% |
| Saia Inc | $303.0K | 0.1% |
| ISHARES TR | $304.3K | 0.1% |
| Atlantic Union Bankshares Corp | $306.0K | 0.1% |
| VANGUARD SCOTTSDALE FDS | $309.7K | 0.1% |
| SEACOAST BANKING CORP OF FLORIDA | $313.7K | 0.1% |
| VANGUARD WORLD FD | $314.6K | 0.1% |
| VANECK ETF TRUST | $316.9K | 0.1% |
| SCHWAB STRATEGIC TR | $321.2K | 0.1% |
| iShares MSCI UAE ETF | $321.4K | 0.1% |
| ISHARES TR | $321.8K | 0.1% |
| Meta Platforms Inc | $323.4K | 0.1% |
| ISHARES TR | $328.4K | 0.1% |
| Moelis & Co | $329.3K | 0.1% |
| WORLD GOLD TR | $342.2K | 0.2% |
| PROSHARES TR | $343.8K | 0.2% |
| ServiceTitan, Inc. | $345.1K | 0.2% |
| Lennox International Inc | $352.4K | 0.2% |
| Universal Display Corp | $354.1K | 0.2% |
| Tesla Inc | $358.9K | 0.2% |
| EXXON MOBIL CORP | $362.7K | 0.2% |
| KAISER ALUMINUM CORP | $364.3K | 0.2% |
| ISHARES TR | $364.7K | 0.2% |
| Enpro Inc | $365.4K | 0.2% |
| VANGUARD INDEX FDS | $382.1K | 0.2% |
| INVESCO QQQ TR | $383.3K | 0.2% |
| ESCO TECHNOLOGIES INC | $388.4K | 0.2% |
| American Healthcare REIT, Inc. | $389.6K | 0.2% |
| BENTLEY SYSTEMS INC | $401.3K | 0.2% |
| ADVANCED ENERGY INDUSTRIES INC | $403.4K | 0.2% |
| UL Solutions Inc. | $407.5K | 0.2% |
| Ollie's Bargain Outlet Holdings, Inc. | $411.1K | 0.2% |
| BlackRock ETF Trust - iShares International Country Rotation Active ETF | $416.9K | 0.2% |
| EQUIFAX INC | $420.3K | 0.2% |
| INVESCO EXCH TRADED FD TR II | $420.7K | 0.2% |
| Jack Henry & Associates Inc | $422.1K | 0.2% |
| GRAYSCALE BITCOIN TRUST ETF | $432.4K | 0.2% |
| Alphabet Inc. | $434.6K | 0.2% |
| ISHARES TR | $445.0K | 0.2% |