Heritage Family Offices, LLP

Q1 2025 13F Holdings

  • Location
    scottsdale, AZ
  • Num holdings

    177

  • Value ($000)

    $195,527

  • Date Filed
    04/10/2025
  • Form type
    13F-HR
  • CIK
    0002019316
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
SPEM
SPEM

SPDR INDEX SHS FDS

PORTFOLIO EMG MK
78463X509
$15.92M
8 %

404,452

SMMD
SMMD

ISHARES TR

RUSEL 2500 ETF
46435G268
$13.76M
7 %

219,999

USHY
USHY

ISHARES TR

BROAD USD HIGH
46435U853
$9.25M
5 %

251,424

EFA
EFA

ISHARES TR

MSCI EAFE ETF
464287465
$9.12M
5 %

111,529

IVV
IVV

ISHARES TR

CORE S&P500 ETF
464287200
$7.39M
4 %

13,156

AGG
AGG

ISHARES TR

CORE US AGGBD ET
464287226
$7.35M
4 %

74,348

EMB
EMB

ISHARES TR

JPMORGAN USD EMG
464288281
$4.78M
2 %

52,786

AAPL
AAPL

APPLE INC

COM
037833100
$4.10M
2 %

18,475

IEFA
IEFA

ISHARES TR

CORE MSCI EAFE
46432F842
$3.53M
2 %

46,634

MSFT
MSFT

MICROSOFT CORP

COM
594918104
$3.48M
2 %

9,263

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