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| Name: |
Heritage Wealth Management Inc./Texas |
| City: |
HOUSTON |
| State: |
TX |
| Zip: |
77027 |
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data |
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| Holdings
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7 |
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Menu
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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 |
|
IJR |
iShares Core S&P Small-Cap |
8 |
- |
$108.82 |
$4,197,000 |
37,971 |
2.73% |
-21,000 |
-991 |
0.006 |
Closed - End Fund - E... |
|
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DFIV |
Dimensional International V... |
12 |
- |
$37.62 |
$1,830,000 |
49,782 |
1.19% |
-34,000 |
-4,471 |
0.006 |
N/A |
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AAPL |
Apple Inc |
17 |
- |
$189.98 |
$1,056,000 |
6,161 |
0.69% |
-141,000 |
-58 |
0 |
Personal Computers |
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SLB |
Schlumberger Ltd |
19 |
- |
$46.24 |
$861,000 |
15,713 |
0.56% |
38,000 |
-108 |
0.001 |
Oil & Gas Equipment &... |
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SPGI |
S&P Global Inc |
23 |
- |
$438.24 |
$580,000 |
1,364 |
0.38% |
-54,000 |
-75 |
0 |
Publishing |
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DFAR |
Dfa Dimensional Us Real Est... |
25 |
- |
$0.00 |
$428,000 |
19,146 |
0.28% |
-28,000 |
-895 |
0.021 |
N/A |
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FBND |
Fidelity Total Bond Etf |
29 |
- |
$0.00 |
$351,000 |
7,737 |
0.23% |
-348,000 |
-7,440 |
0.003 |
N/A |
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