HEFFERNAN ADVISORY, INC

HEFFERNAN ADVISORY, INC is a wealth-management firm allocating client money, running a $107.8M US long book across 24 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. Turnover is modest: positions are typically held for years. Current anchor positions: DIMENSIONAL CORE FIXED INC, DIMENSIONAL US CORE EQUITY 2, DIMENSIONAL US CORE EQ 1 ETF, DIMENSIONAL SHORT DURATION, DIMENSIONAL INTERNATIONAL CO.

Its holdings are mechanical (indexing / client flows), so position changes carry no stock-picking signal.