Filling information for Heritage Wealth Management, Inc./Texas as Treemap, investor disclosed 24 total holdings based on 2023-03-31 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 292714 | 948 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 36098217 | 812467 | |
| 25434V740 | 25434V740 | DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 325481 | 13924 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 6318670 | 234463 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 13822279 | 262281 | |
| 65290C105 | 65290C105 | NEXTIER OILFIELD SOLUTIONS | COM | 261396 | 32880 | |
| 87612G101 | 87612G101 | TARGA RES CORP | COM | 353589 | 4847 | |
| 46436E718 | 46436E718 | ISHARES TR | 0-3 MNTH TREASRY | 356234 | 3541 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 3552069 | 36731 | |
| 25434V765 | 25434V765 | DIMENSIONAL ETF TRUST | INTL HIGH PROFIT | 209988 | 8686 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 8837941 | 106429 | |
| 30231G102 | 30231G102 | EXXON MOBIL CORP | COM | 1280174 | 11675 | |
| 20825C104 | 20825C104 | CONOCOPHILLIPS | COM | 509454 | 5135 | |
| 806857108 | 806857108 | SCHLUMBERGER LTD | COM STK | 831919 | 16943 | |
| 78409V104 | 78409V104 | S&P GLOBAL INC | COM | 588522 | 1707 | |
| 25434V724 | 25434V724 | DIMENSIONAL ETF TRUST | US MKTWIDE VALUE | 17190862 | 513465 | |
| 25434V807 | 25434V807 | DIMENSIONAL ETF TRUST | INTERNATNAL VAL | 1717266 | 53282 | |
| 037833100 | 037833100 | APPLE INC | COM | 744853 | 4517 | |
| 316188309 | 316188309 | FIDELITY MERRIMACK STR TR | TOTAL BD ETF | 681101 | 14808 | |
| 25434V302 | 25434V302 | DIMENSIONAL ETF TRUST | EMGR CRE EQT MNG | 2757209 | 119772 | |
| 25434V104 | 25434V104 | DIMENSIONAL ETF TRUST | US CORE EQT MKT | 550360 | 19129 | |
| 25434V823 | 25434V823 | DIMENSIONAL ETF TRUST | US REAL ESTATE E | 240841 | 11208 | |
| 25434V880 | 25434V880 | DIMENSIONAL ETF TRUST | WORLD EX US CORE | 3563194 | 154520 | |
| 464287507 | 464287507 | ISHARES TR | CORE S&P MCP ETF | 2767015 | 11061 |