SEC Form 13F

HEFFERNAN ADVISORY, INC 13F Holdings

Report period2026-06-30
Publicly available2026-07-22
Reported value$119,508,011
Positions43

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFCFCORE FIXE IN ETF$48,492,6211,148,842
DIMENSIONAL ETF TRUSTDFACUS COR EQU 2 ETF$12,543,012282,755
DIMENSIONAL ETF TRUSTDCORUS COR EQU 1 ETF$12,448,007151,842
DIMENSIONAL ETF TRUSTDFSDSHOR DUR FIX ETF$7,724,040161,760
DIMENSIONAL ETF TRUSTDFICINTL CORE EQUITY$6,784,636182,089
DIMENSIONAL ETF TRUSTDFGXINTL COR FIX ETF$5,202,28697,067
LEGG MASON ETF INVTLVHDFRANKLIN US LOW$3,917,15589,021
DIMENSIONAL ETF TRUSTDFEMEMERGING MKTS CO$3,233,48179,564
DIMENSIONAL ETF TRUSTDGCBGLOBAL CR ETF$2,626,51148,043
ETFIS SER TR IUTESVIRTUS REAVES UT$1,564,99419,146

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

NexusTrade Loading NexusTrade… Taking too long? Reload this page