BOYUM WEALTH ARCHITECTS LLC

**Heritage Wealth Architects, Inc.** manages $214M across a diversified portfolio of 73 positions. The strategy exhibits a notable tilt toward broad market exposure, highlighted by the largest allocation to SCHB at $37.0M. Significant conviction is also evident in technology and income-generating assets, with top holdings including PTRB ($25.6M), PRF ($21.8M), and DYNF ($18.8M). This structure suggests a focus on core growth coupled with defensive income streams.

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