Heritage Financial Services, Current Portfolio, 13F Holdings (2025-07-18)

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HF
	Heritage Financial Services, LLC 13F
	Heritage Financial Services, LLC

	Last update 2025-07-18	125 Stocks (11 new)
	Value $1.04 Bil	Turnover 2 %
	Countries: Top Holdings: VGIT(24.32%)IDEV(23.05%)DFAC(16.12%)JPIE(9.83%)DFEM(5.22%) SEC Filings Portfolio Report

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