Heritage Family Offices, LLP
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Vulcan Materials Co | $1.03M | 0.5% |
| ISHARES TR | $1.02M | 0.5% |
| AMERICAN CENTY ETF TR | $1.01M | 0.5% |
| BLACKROCK ETF TRUST II | $954.7K | 0.4% |
| HOME DEPOT, INC. | $930.8K | 0.4% |
| Sony Group CorpSONY | $922.0K | 0.4% |
| JANUS DETROIT STR TR | $921.3K | 0.4% |
| SCHWAB STRATEGIC TR | $916.7K | 0.4% |
| ISHARES TR | $916.0K | 0.4% |
| Williams Cos Inc/The | $913.1K | 0.4% |
| Warren E. Buffett | $884.7K | 0.4% |
| Walmart Inc. | $857.1K | 0.4% |
| AMERICAN CENTY ETF TR | $833.0K | 0.4% |
| BlackRock Fund Advisors | $821.4K | 0.4% |
| ASML HOLDING N V | $810.5K | 0.4% |
| DEERE & CO | $786.4K | 0.4% |
| Philip Morris International Inc. | $737.5K | 0.3% |
| Check Point Software Technologies Ltd | $737.2K | 0.3% |
| ASTRAZENECA PLC | $732.9K | 0.3% |
| SELECT SECTOR SPDR TR | $729.7K | 0.3% |
| SUNCOR ENERGY INC NEW | $723.1K | 0.3% |
| HALEON PLC | $722.7K | 0.3% |
| Aon plc | $721.6K | 0.3% |
| Medtronic plc | $713.6K | 0.3% |
| NOVARTIS AG | $710.3K | 0.3% |
| Interactive Brokers Group Inc | $701.4K | 0.3% |
| LPL Financial Holdings Inc. | $682.7K | 0.3% |
| RELX PLC | $677.9K | 0.3% |
| Amazon.com Inc | $662.7K | 0.3% |
| VANGUARD SPECIALIZED FUNDS | $661.1K | 0.3% |
| NXP Semiconductors N.V. | $634.9K | 0.3% |
| ISHARES TR | $633.2K | 0.3% |
| ISHARES TR | $629.3K | 0.3% |
| Marriott International Inc/MD | $606.2K | 0.3% |
| ISHARES TR | $605.3K | 0.3% |
| EQUINOX GOLD CORP | $584.7K | 0.3% |
| W. R. Berkley Corporation | $580.2K | 0.3% |
| iShares MSCI UAE ETF | $571.4K | 0.3% |
| S&P Global Inc. | $553.0K | 0.3% |
| Alphabet Inc. | $538.0K | 0.2% |
| Teledyne Technologies Inc | $534.2K | 0.2% |
| VANGUARD STAR FDS | $533.2K | 0.2% |
| VANGUARD WHITEHALL FDS | $532.2K | 0.2% |
| Accenture plc | $519.2K | 0.2% |
| ISHARES TR | $517.7K | 0.2% |
| DEUTSCHE BANK A G | $513.1K | 0.2% |
| Zurn Elkay Water Solutions Corp | $505.7K | 0.2% |
| COOPER COMPANIES, INC. | $502.4K | 0.2% |
| ROLLINS INC | $476.0K | 0.2% |
| SCHWAB STRATEGIC TR | $475.9K | 0.2% |