Heritage Wealth Management, Inc./Texas Top Holdings and 13F Report (2024) → Better than Bitcoin? The Biotech Stock with 46,751% Potential (From Behind the Markets) (Ad) About Heritage Wealth Management, Inc./TexasInvestment ActivityHeritage Wealth Management, Inc./Texas has $141.95 million in total holdings as of December 31, 2023.Heritage Wealth Management, Inc./Texas owns shares of 35 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 15.01% of the portfolio was purchased this quarter.About 0.89% of the portfolio was sold this quarter.This quarter, Heritage Wealth Management, Inc./Texas has purchased 26 new stocks and bought additional shares in 15 stocks.Heritage Wealth Management, Inc./Texas sold shares of 10 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Equity ETF $42,590,620Dimensional US Marketwide Value ETF $21,415,758Dimensional U.S. Small Cap ETF $17,917,283Vanguard Real Estate ETF $9,805,350Dimensional Core Fixed Income ETF $7,809,744 Largest New Holdings this Quarter Dimensional Core Fixed Income ETF $7,809,744 HoldingWisdomTree U.S. LargeCap Dividend Fund $1,540,379 HoldingiShares MSCI EAFE ETF $1,063,481 HoldingVanguard Intermediate-Term Treasury Index ETF $984,633 HoldingiShares Core S&P 500 ETF $699,841 Holding Largest Purchases this Quarter Dimensional Core Fixed Income ETF 184,188 shares (about $7.81M)iShares 0-3 Month Treasury Bond ETF 42,161 shares (about $4.23M)WisdomTree U.S. LargeCap Dividend Fund 23,206 shares (about $1.54M)iShares MSCI EAFE ETF 14,114 shares (about $1.06M)Vanguard Intermediate-Term Treasury Index ETF 16,599 shares (about $984.63K) Largest Sales this Quarter Apple 1,530 shares (about $294.57K)Microsoft 712 shares (about $267.72K)Vanguard Real Estate ETF 1,053 shares (about $93.04K)Exxon Mobil 899 shares (about $89.88K)ConocoPhillips 668 shares (about $77.54K) Sector Allocation Over TimeMap of 500 Largest Holdings ofHeritage Wealth Management, Inc./Texas Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFUSDimensional U.S. Equity ETF$42,590,620$420,450 ▲1.0%821,72730.0%ETFDFUVDimensional US Marketwide Value ETF$21,415,758$984,012 ▲4.8%575,38915.1%ETFDFASDimensional U.S. Small Cap ETF$17,917,283$592,857 ▲3.4%300,52712.6%ETFVNQVanguard Real Estate ETF$9,805,350$93,043 ▼-0.9%110,9706.9%ETFDFCFDimensional Core Fixed Income ETF$7,809,744$7,809,744 ▲New Holding184,1885.5%ETFDFAIDimensional International Core Equity Market ETF$7,684,813$376,558 ▲5.2%268,3255.4%ETFSGOViShares 0-3 Month Treasury Bond ETF$4,601,709$4,228,790 ▲1,134.0%45,8793.2%ETFIJRiShares Core S&P Small-Cap ETF$4,217,880$481,957 ▲12.9%38,9623.0%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$3,948,001$122,514 ▲3.2%161,6722.8%ETFDFAEDimensional Emerging Core Equity Market ETF$3,314,503$250,095 ▲8.2%137,4732.3%ETFIJHiShares Core S&P Mid-Cap ETF$2,874,880$22,178 ▼-0.8%10,3702.0%ETFDFIVDimensional International Value ETF$1,864,118$10,617 ▲0.6%54,2531.3%ETFDLNWisdomTree U.S. LargeCap Dividend Fund$1,540,379$1,540,379 ▲New Holding23,2061.1%FinanceAAPLApple$1,197,344$294,571 ▼-19.7%6,2190.8%Computer and TechnologyEFAiShares MSCI EAFE ETF$1,063,481$1,063,481 ▲New Holding14,1140.7%FinanceXOMExxon Mobil$1,023,134$89,877 ▼-8.1%10,2340.7%Oils/EnergyVGITVanguard Intermediate-Term Treasury Index ETF$984,633$984,633 ▲New Holding16,5990.7%ETFSLBSchlumberger$823,331$45,015 ▼-5.2%15,8210.6%Oils/EnergyTRGPTarga Resources$810,584$262,000 ▲47.8%9,3310.6%Oils/EnergyIVViShares Core S&P 500 ETF$699,841$699,841 ▲New Holding1,4660.5%ETFFBNDFidelity Total Bond ETF$698,746$7,919 ▲1.1%15,1770.5%ETFCOPConocoPhillips$638,165$77,536 ▼-10.8%5,4980.4%Oils/EnergySPGIS&P Global$633,908$64,316 ▼-9.2%1,4390.4%Business ServicesDFAUDimensional US Core Equity Market ETF$589,651$1,829 ▲0.3%17,7330.4%ETFDFARDimensional US Real Estate ETF$455,747$455,747 ▲New Holding20,0410.3%ETFDFSVDimensional US Small Cap Value ETF$426,444$426,444 ▲New Holding14,6440.3%ETFDFEVDimensional Emerging Markets Value ETF$359,994$2,268 ▲0.6%14,2870.3%ETFBRK.BBerkshire Hathaway$338,114$51,716 ▼-13.3%9480.2%FinanceMSFTMicrosoft$336,900$267,715 ▼-44.3%8960.2%Computer and TechnologyCVXChevron$291,888$36,542 ▲14.3%1,9570.2%Oils/EnergyFHLCFidelity MSCI Health Care Index ETF$289,150$289,150 ▲New Holding4,4700.2%ETFDIHPDimensional International High Profitability ETF$229,877$1,078 ▲0.5%8,9580.2%ETFPSXPhillips 66$216,752$9,586 ▼-4.2%1,6280.2%Oils/EnergyIBHDiShares iBonds 2024 Term High Yield and Income ETF$209,713$209,713 ▲New Holding9,0350.1%ETFLYRALyra Therapeutics$52,400$52,400 ▲New Holding10,0000.0%MedicalPTENPatterson-UTI Energy$0$246,355 ▼-100.0%00.0%Oils/EnergyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. 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