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Heritage Wealth Advisors

Q1 2018 Holdings

Filed 2018-05-10 | 113 holdings | $2.4M | 13F-HR | View on SEC ↗ · Holdings Table ↗

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IssuerClassCUSIPValue ↑Shares% Portfolio
Wisdomtree TR(DXJ)JAPN HEDGE EQT97717W851$5.5K97,2850.2%
Philip Morris Intl Inc(PM)COM718172109$6.9K69,8440.3%
Ishares US ETF TR(NEAR)SHT MAT BD ETF46431W507$7.2K144,2000.3%
Ishares TR(IWS)RUS MDCP VAL ETF464287473$13.0K150,5690.5%
Wisdomtree TR(HEDJ)EUROPE HEDGED EQ97717X701$20.5K326,9050.9%
Markel Corp(MKL)COM570535104$23.1K19,7231.0%
Ishares TR(IVV)CORE S&P500 ETF464287200$55.0K207,1112.3%
Carmax Inc(KMX)COM143130102$201.0K3,2358.4%
Adobe SYS Inc(ADBE)COM00724F101$216.0K9999.0%
Costco Whsl Corp New(COST)COM22160K105$235.0K1,2519.8%
Abbvie Inc(ABBV)COM00287Y109$404.0K4,25616.8%
Cisco SYS Inc(CSCO)COM17275R102$523.0K12,14521.8%
Biogen Inc(BIIB)COM09062X103$584.0K2,13324.3%
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