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  Name: Heirloom Wealth Management
  City: GREENWOOD VILLAGE
  State: CO
  Zip: 80111
   
Achive data
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $293,661,000
  Total Value Change : $33,096,000
  Securities Held Change : -3
   
All Securities Held : 49
  New Positions : 3
  Closed Positions : 6
  Increased Positions : 13
  Unchanged Positions : 3
  Decreased Positions : 30

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFIP)1 Year Chart         DFIP Dfa Dimensional Inflation-p... 1 - $0.00 $34,834,000 844,463 11.86% 5,901,000 143,560 0.938    N/A
   (GOVT)1 Year Chart         GOVT Ishares Barclays Us Treasur... 2 - $0.00 $34,298,000 1,506,280 11.68% 3,896,000 186,731 0.017    N/A
   (NVDA)1 Year Chart         NVDA NVIDIA Corporation 7 - $1,064.69 $14,952,000 16,548 5.09% 10,318,000 7,190 0.001    Semiconductor - Speci...
   (XOM)1 Year Chart         XOM Exxon Mobil Corp 16 - $113.42 $6,663,000 57,321 2.27% 1,807,000 8,748 0.001    Integrated Oil & Gas
   (LLY)1 Year Chart         LLY Eli Lilly & Co 17 - $807.43 $5,934,000 7,628 2.02% 1,587,000 171 0.001    Drug Manufacturers - ...
   (DFAU)1 Year Chart         DFAU Dfa Dimensional Us Core Equ... 18 - $0.00 $5,303,000 145,125 1.81% 652,000 5,240 0.161    N/A
   (MELI)1 Year Chart         MELI Mercadolibre Inc 20 - $1,693.57 $5,054,000 3,343 1.72% -179,000 13 0.007    Business Services
   (SCHG)1 Year Chart         SCHG Schwab Strategic Trust 22 - $95.92 $2,672,000 28,822 0.91% 332,000 612 0.003    Closed - End Fund - Debt
   (BILZ)1 Year Chart         BILZ Pimco Ultra Short Governmen... 23 - $101.07 $2,325,000 22,989 0.79% 2,111,000 20,861 0.255    N/A
   (BX)1 Year Chart         BX Blackstone Group LP 26 - $120.62 $1,009,000 7,680 0.34% 5,000 9 0.001    Asset Management
   (AOR)1 Year Chart         AOR iShares Core Growth Allocat... 33 - $55.75 $505,000 9,076 0.17% 23,000 11 0.031    Closed - End Fund - Debt
   (SOXX)1 Year Chart         SOXX iShares S&P GSTI Semiconductor 43 - $238.56 $289,000 1,277 0.1% 34,000 834 0.011    Closed - End Fund - E...
   (AMZN)1 Year Chart         AMZN Amazon.com Inc 44 - $180.75 $266,000 1,473 0.09% 56,000 93 0    Internet Software & S...
      13 Records Found
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