Heritage Financial Services, LLC Q1 2024 Filing

Filed May 14, 2024

Portfolio Value

$672.1B

Holdings

104

Report Date

Q1 2024

Filing Type

13F-HR

All Holdings (104 positions)

StockValue
SPYSPDR S&P 500 ETF TR
$1K
XOMEXXON MOBIL CORP
$1K
DFAEDIMENSIONAL ETF TRUST
$1K
LLYELI LILLY & CO
$1K
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