Heritage Wealth Advisors

Key Holdings

The portfolio is dominated by iShares S&P 500 Index (IVV), which stands as the largest position at $438.76 million, accounting for 19.20% of the total portfolio. This indicates a strong reliance on U.S. large-cap equity performance as the portfolio's foundation. The second-largest holding, iShares Core MSCI EAFE (IEFA), represents 9.80% ($223.80M), providing significant exposure to developed international markets.

Beyond the core ETFs, the top individual equity positions are concentrated in blue-chip technology and communication services. Alphabet Class C (GOOG) is the third-largest holding at 3.89% ($88.99M), followed closely by Microsoft (MSFT) at 3.76% ($85.94M). Other notable top-10 positions include Brookfield Corporation (BN) at 3.28% and Apple (AAPL) at 3.08%. The presence of Berkshire Hathaway (BRK/B) at 2.76% further reinforces a tilt toward value-oriented, high-quality conglomerates.