HFWA NASDAQ
Heritage Financial Corporation
1W: -1.5%
1M: -3.7%
3M: -5.6%
YTD: +19.9%
1Y: +17.7%
3Y: +92.9%
5Y: +33.0%
$28.14
+0.25 (+0.90%)
Weekly Expected Move ±2.2%
$27
$28
$28
$29
$29
Overview
News
Chart
Smart Money
Financials
Income Statement
Cash Flow
Balance Sheet
Earnings
Dividends
Analysis
Technicals
Weather
Peers
ESG
Institutions
ETF Exposure
Dark Pool
Short Interest
Supply Chain
ETF Exposure
124
ETFs Holding
Total ETF Value
1.39%
Max Weight
0.085%
Avg Weight
ETF Holdings by Value
ETFs Holding HFWA
| # | ETF | Weight | Value | Holdings | Top 10 Wt | P/E | Div Yield | Sector Mix |
|---|---|---|---|---|---|---|---|---|
| 1 | NIR | 0.0700% | 602 | 6.4% | 28.9 | 0.02% | ||
| 2 | VITSX | 0.0016% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 3 | VSMPX | 0.0016% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 4 | VTSAX | 0.0016% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 5 |
VTI
Vanguard Morningstar Total Stock Market ETF
|
0.0016% | 3,474 | 33.4% | 58.2 | 0.01% | ||
| 6 |
IWM
iShares Russell 2000 ETF
|
0.0391% | 1,973 | 3.3% | 7.7 | 0.01% | ||
| 7 | NJM | 0.0273% | 1,897 | 8.0% | 18.1 | 0.01% | ||
| 8 |
DFSV
Dimensional - US Small Cap Value ETF
|
0.0800% | 1,056 | 7.5% | 21.3 | 0.02% | ||
| 9 | VEXAX | 0.0141% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 10 | VEMPX | 0.0141% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 11 | VIEIX | 0.0141% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 12 |
VXF
Vanguard Extended Market ETF
|
0.0141% | 3,302 | 7.4% | 13.8 | 0.01% | ||
| 13 | FSSNX | 0.0400% | 1,900 | 7.0% | 17.5 | 0.01% | ||
| 14 |
KRE
State Street SPDR S&P Regional Banking ETF
|
0.3048% | 167 | 11.3% | 14.8 | 0.03% | ||
| 15 |
SPSM
State Street SPDR Portfolio S&P 600 Small Cap ETF
|
0.0663% | 606 | 5.3% | 38.2 | 0.02% | ||
| 16 | NJS | 0.1300% | 459 | 8.4% | 28.0 | 0.03% | ||
| 17 |
SMDV
ProShares - Russell 2000 Dividend Growers ETF
|
1.3912% | 70 | 17.3% | 18.8 | 0.03% | ||
| 18 | NAJ | 0.0576% | 1,376 | 6.9% | 9.3 | 0.02% | ||
| 19 |
VTWO
Vanguard Russell 2000 ETF
|
0.0371% | 1,990 | 3.1% | 8.9 | 0.02% | ||
| 20 | FSMAX | 0.0150% | 3,169 | 7.2% | 16.2 | 0.01% | ||
| 21 |
SCHA
Schwab U.S. Small-Cap ETF
|
0.0277% | 1,752 | 2.9% | 17.8 | 0.02% | ||
| 22 |
SLYV
State Street SPDR S&P 600 Small Cap Value ETF
|
0.1260% | 463 | 8.5% | 26.6 | 0.02% | ||
| 23 |
DFAT
Dimensional - US Targeted Value ETF
|
0.0424% | 1,179 | 6.7% | 26.5 | 0.02% | ||
| 24 |
BSVO
EA Bridgeway Omni Small-Cap Value ETF
|
0.2200% | 629 | 8.1% | 3.3 | 0.02% | ||
| 25 |
XSVM
Invesco S&P SmallCap Value with Momentum ETF
|
0.7841% | 118 | 16.2% | 19.3 | 0.03% | ||
| 26 | VTMSX | 0.0381% | 600 | 5.0% | 29.8 | 0.02% | ||
| 27 | VTSIX | 0.0381% | 603 | 5.4% | 27.7 | 0.02% | ||
| 28 |
DFMC
U.S. Micro Cap Portfolio ETF
|
0.0569% | 1,719 | 3.9% | 19.1 | 0.02% | ||
| 29 |
VIOO
Vanguard S&P Small-Cap 600 ETF
|
0.0653% | 603 | 5.3% | 28.4 | 0.02% | ||
| 30 |
DFAS
Dimensional - US Small Cap ETF
|
0.0250% | 2,034 | 2.7% | 17.4 | 0.01% | ||
| 31 | FSKAX | 0.0020% | 3,590 | 32.1% | 42.0 | 0.01% | ||
| 32 |
VIOV
Vanguard S&P Small-Cap 600 Value ETF
|
0.1268% | 461 | 9.0% | 17.4 | 0.02% | ||
| 33 |
JMEE
JPMorgan Small & Mid Cap Enhanced Equity ETF
|
0.0900% | 658 | 6.5% | 28.6 | 0.01% | ||
| 34 |
AVSC
Avantis U.S. Small Cap Equity ETF
|
0.0800% | 1,529 | 3.4% | 17.2 | 0.01% | ||
| 35 |
DFAC
Dimensional - US Core Equity 2 ETF
|
0.0046% | 2,516 | 27.6% | 28.6 | 0.01% | ||
| 36 | MDSKX | 0.0371% | 1,547 | 3.0% | -0.9 | 0.01% | ||
| 37 | MASKX | 0.0371% | 1,547 | 3.0% | -0.9 | 0.01% | ||
| 38 |
ITOT
iShares Core S&P Total U.S. Stock Market ETF
|
0.0020% | 2,440 | 34.6% | 62.6 | 0.01% | ||
| 39 | VFAIX | 0.0125% | 413 | 44.0% | 17.2 | 0.02% | ||
| 40 |
VFH
Vanguard Financials ETF
|
0.0125% | 424 | 44.3% | 17.3 | 0.02% | ||
| 41 | FISVX | 0.0800% | 1,395 | 6.2% | 9.4 | 0.02% | ||
| 42 |
SLY
SPDR S&P 600 Small Cap ETF
|
0.0658% | 603 | 6.0% | 14.4 | 0.03% | ||
| 43 |
XSLV
Invesco S&P SmallCap Low Volatility ETF
|
0.7303% | 117 | 11.3% | 21.0 | 0.04% | ||
| 44 |
DES
WisdomTree U.S. SmallCap Dividend Fund
|
0.0752% | 510 | 9.6% | 32.3 | 0.03% | ||
| 45 |
DGRS
WisdomTree U.S. SmallCap Quality Dividend Growth Fund
|
0.3969% | 196 | 19.1% | 20.1 | 0.03% | ||
| 46 |
DCOR
Dimensional - US Core Equity 1 ETF
|
0.0033% | 2,494 | 28.5% | 33.1 | 0.01% | ||
| 47 |
VTWV
Vanguard Russell 2000 Value ETF
|
0.0767% | 1,421 | 5.3% | 18.1 | 0.03% | ||
| 48 |
PRFZ
Invesco RAFI US 1500 Small-Mid ETF
|
0.0375% | 1,488 | 3.9% | 15.8 | 0.01% | ||
| 49 | FNCMX | 0.0030% | 2,704 | 58.0% | 56.9 | 0.33% | ||
| 50 |
DXUV
Dimensional - US Vector Equity ETF
|
0.0131% | 2,244 | 24.5% | 23.8 | 0.01% | ||
| 51 |
SCHB
Schwab U.S. Broad Market ETF
|
0.0017% | 2,389 | 34.6% | 63.2 | 0.01% | ||
| 52 |
DHS
WisdomTree U.S. High Dividend Fund
|
0.0465% | 317 | 35.6% | 29.9 | 0.04% | ||
| 53 |
DPST
LEV
Direxion Daily Regional Banks Bull 3X ETF
|
0.2128% | 167 | 7.9% | 14.9 | 0.03% | ||
| 54 |
VFVA
Vanguard U.S. Value Factor ETF
|
0.0773% | 666 | 7.9% | 15.8 | 0.02% | ||
| 55 |
SMMD
iShares Russell 2500 ETF
|
0.0161% | 2,483 | 3.1% | 24.0 | 0.01% | ||
| 56 | FZROX | 0.0020% | 2,664 | 34.0% | 43.2 | 0.01% | ||
| 57 | VBIAX | 0.0010% | 3,201 | 20.6% | 58.2 | 0.01% | ||
| 58 | VBINX | 0.0010% | 3,121 | 19.2% | 43.0 | 0.01% | ||
| 59 | VBAIX | 0.0010% | 3,201 | 20.6% | 58.2 | 0.01% | ||
| 60 | VITNX | 0.0016% | 3,029 | 32.0% | 43.0 | 0.01% | ||
| 61 | VITPX | 0.0016% | 3,036 | 33.5% | 58.2 | 0.01% | ||
| 62 |
RSSL
Global X - Russell 2000 ETF
|
0.0400% | 1,969 | 3.3% | 8.6 | 0.02% | ||
| 63 |
RWJ
Invesco S&P SmallCap 600 Revenue ETF
|
0.0242% | 604 | 14.0% | 18.6 | 0.02% | ||
| 64 | FZIPX | 0.0170% | 2,162 | 3.1% | 22.9 | 0.02% | ||
| 65 |
AVUS
Avantis U.S. Equity ETF
|
—% | 1,918 | 30.5% | 39.9 | 0.01% | ||
| 66 |
QABA
First Trust NASDAQ ABA Community Bank Index Fund
|
0.4700% | 160 | 25.3% | 11.5 | 0.03% | ||
| 67 |
AQLG
HCM Large Cap Growth ETF
|
0.5100% | 125 | 35.6% | 280.2 | 0.02% | ||
| 68 |
DFUS
Dimensional U.S. Equity ETF
|
0.0018% | 2,225 | 35.9% | 64.0 | 0.01% | ||
| 69 |
GSSC
Goldman Sachs ActiveBeta U.S. Small Cap Equity ETF
|
0.0300% | 1,379 | 3.7% | 2.9 | 0.01% | ||
| 70 |
IWV
iShares Russell 3000 ETF
|
0.0015% | 2,589 | 34.5% | 62.4 | 0.01% | ||
| 71 |
FNCL
Fidelity MSCI Financials Index ETF
|
0.0100% | 382 | 48.8% | 16.8 | 0.02% | ||
| 72 |
AFSM
First Trust Active Factor Small Cap ETF
|
0.2300% | 320 | 8.2% | 10.9 | 0.02% | ||
| 73 |
DFAU
Dimensional - US Core Equity Market ETF
|
0.0022% | 2,204 | 34.8% | 43.3 | 0.01% | ||
| 74 |
EES
WisdomTree U.S. SmallCap Fund
|
0.0378% | 867 | 8.2% | 20.8 | 0.02% | ||
| 75 | NMV | 0.0013% | 2,552 | 34.3% | 54.4 | 0.01% | ||
| 76 | ASQCX | 0.1500% | 282 | 12.4% | 9.2 | 0.01% | ||
| 77 |
DFUV
Dimensional - US Marketwide Value ETF
|
0.0015% | 1,322 | 26.9% | 18.1 | 0.02% | ||
| 78 |
AIMS
Acuitas Small Cap Active ETF
|
0.2400% | 279 | 12.0% | 31.3 | 0.01% | ||
| 79 | HKK | 0.0300% | 1,062 | 5.9% | 19.8 | 0.02% | ||
| 80 |
SPTM
State Street SPDR Portfolio S&P 1500 Composite Stock Market ETF
|
0.0013% | 1,511 | 36.2% | 67.5 | 0.01% | ||
| 81 | FLXSX | 0.0440% | 1,656 | 3.4% | 13.2 | 0.02% | ||
| 82 |
QVMS
Invesco S&P SmallCap 600 QVM Multi-factor ETF
|
0.0739% | 541 | 5.8% | 27.6 | 0.02% | ||
| 83 |
ESSC
Eventide Small Cap ETF
|
0.4596% | 355 | 7.5% | 3.7 | 0.01% | ||
| 84 | BSMAX | 0.0107% | 1,892 | 3.2% | 16.9 | 0.01% | ||
| 85 |
TILT
Northern Trust Morningstar US Market Factor Tilt ETF
|
0.0067% | 1,903 | 27.2% | 51.6 | 0.01% | ||
| 86 |
RUSC
Russell Investments Exchange Traded Funds - Russell Investments US Small Cap Equity ETF
|
0.1655% | 498 | 4.9% | -0.1 | 0.02% | ||
| 87 |
OMFS
Invesco Russell 2000 Dynamic Multifactor ETF
|
0.0414% | 1,106 | 12.1% | 16.9 | 0.02% | ||
| 88 |
HEJD
VictoryShares Hedged Equity Income ETF
|
0.2876% | 192 | 26.9% | 14.8 | 0.05% | ||
| 89 |
VTHR
Vanguard Russell 3000 ETF
|
0.0016% | 2,973 | 33.3% | 58.7 | 0.01% | ||
| 90 | AVSCX | 0.0800% | 1,108 | 3.7% | 10.8 | 0.01% | ||
| 91 | BASMX | 0.0016% | 1,980 | 19.0% | 76.2 | 0.01% | ||
| 92 |
PSCF
Invesco S&P SmallCap Financials ETF
|
0.2685% | 160 | 15.6% | 22.9 | 0.03% | ||
| 93 |
ITWO
ProShares Russell 2000 High Income ETF
|
0.0363% | 1,969 | 3.1% | 9.2 | 0.02% | ||
| 94 |
WSML
iShares MSCI World Small-Cap ETF
|
0.0089% | 3,667 | 2.4% | 23.3 | 0.02% | ||
| 95 |
RFLR
Innovator U.S. Small Cap Managed Floor ETF
|
0.0600% | 827 | 3.7% | 9.7 | 0.02% | ||
| 96 |
URTY
LEV
ProShares - UltraPro Russell2000
|
0.0160% | 1,972 | 18.8% | 9.2 | 0.02% | ||
| 97 |
DFSU
Dimensional - US Sustainability Core 1 ETF
|
0.0018% | 1,980 | 31.6% | 40.0 | 0.01% | ||
| 98 | HKG | 0.0142% | 1,533 | 4.5% | 22.8 | 0.02% | ||
| 99 |
MSSM
Morgan Stanley Pathway Funds - Small-Mid Cap Equity ETF
|
0.0049% | 1,819 | 6.1% | 16.0 | 0.01% | ||
| 100 |
PFM
Invesco Dividend Achievers ETF
|
0.0042% | 429 | 31.7% | 26.2 | 0.02% | ||
| 101 |
UWM
LEV
ProShares - Ultra Russell2000
|
0.0142% | 1,971 | 33.2% | 9.2 | 0.02% | ||
| 102 |
VLU
State Street SPDR S&P 1500 Value Tilt ETF
|
0.0041% | 1,455 | 19.0% | 34.1 | 0.02% | ||
| 103 |
AOA
iShares Core 80/20 Aggressive Allocation ETF
|
0.0008% | 6,456 | 18.5% | 50.5 | 0.02% | ||
| 104 |
DMRS
DeltaShares S&P 600 Managed Risk ETF
|
0.0600% | 547 | 2.2% | 8.6 | 0.02% | ||
| 105 |
AOR
iShares Core 60/40 Balanced Allocation ETF
|
0.0006% | 6,456 | 14.2% | 50.5 | 0.02% | ||
| 106 |
IWMW
iShares Russell 2000 BuyWrite ETF
|
0.0392% | 1,971 | 3.3% | 7.7 | 0.01% | ||
| 107 | AVUSX | —% | 1,611 | 27.2% | 30.5 | 0.01% | ||
| 108 |
SAA
LEV
ProShares - Ultra SmallCap600
|
0.0522% | 603 | 4.2% | 38.2 | 0.02% | ||
| 109 |
KBFR
Innovator U.S. Small Cap Managed 10 Buffer ETF
|
0.0900% | 824 | 3.0% | 8.7 | 0.02% | ||
| 110 |
AVSU
Avantis Responsible U.S. Equity ETF
|
—% | 1,343 | 33.1% | 44.2 | 0.01% | ||
| 111 |
AOM
iShares Core 40/60 Moderate Allocation ETF
|
0.0004% | 6,456 | 9.7% | 50.5 | 0.02% | ||
| 112 |
MMTM
State Street SPDR S&P 1500 Momentum Tilt ETF
|
0.0037% | 1,471 | 39.1% | 91.9 | 0.01% | ||
| 113 |
EBI
Longview Advantage ETF
|
—% | 1,745 | 28.0% | 21.4 | 0.01% | ||
| 114 |
AOK
iShares Core 30/70 Conservative Allocation ETF
|
0.0003% | 6,456 | 7.3% | 50.5 | 0.02% | ||
| 115 |
HDG
ProShares - Hedge Replication ETF
|
0.0065% | 1,968 | 0.6% | 9.2 | 0.02% | ||
| 116 |
ITDF
iShares LifePath Target Date 2050 ETF
|
0.0011% | 7,920 | 20.2% | 48.3 | 0.02% | ||
| 117 |
ITDE
iShares LifePath Target Date 2045 ETF
|
0.0010% | 7,935 | 18.5% | 48.5 | 0.02% | ||
| 118 |
ITDD
iShares LifePath Target Date 2040 ETF
|
0.0008% | 7,935 | 16.6% | 48.4 | 0.02% | ||
| 119 |
ITDG
iShares LifePath Target Date 2055 ETF
|
0.0012% | 7,920 | 21.3% | 48.0 | 0.02% | ||
| 120 |
ITDC
iShares LifePath Target Date 2035 ETF
|
0.0006% | 7,935 | 14.7% | 48.8 | 0.02% | ||
| 121 |
SVAL
iShares US Small Cap Value Factor ETF
|
0.4000% | 238 | 7.4% | 12.9 | 0.02% | ||
| 122 |
ITDH
iShares LifePath Target Date 2060 ETF
|
0.0012% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 123 |
RB
ProShares Trust - ProShares Russell 2000 Dynamic Buffer ETF
|
0.0334% | 1,961 | 2.8% | 8.8 | 0.02% | ||
| 124 |
ITDI
iShares LifePath Target Date 2065 ETF
|
0.0012% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 125 |
ITDB
iShares LifePath Target Date 2030 ETF
|
0.0003% | 7,935 | 12.1% | 49.3 | 0.02% | ||
| 126 |
ISCV
iShares Morningstar Small Cap Value ETF
|
0.0400% | 1,040 | 5.1% | 18.2 | 0.02% | ||
| 127 |
JKL
iShares Morningstar Small-Cap Value ETF
|
0.0400% | 1,040 | 5.1% | 18.2 | 0.02% | ||
| 128 |
ITDJ
iShares LifePath Target Date 2070 ETF
|
0.0012% | 7,920 | 21.6% | 47.9 | 0.02% | ||
| 129 |
XJR
iShares ESG Select Screened S&P Small-Cap ETF
|
0.0700% | 546 | 5.8% | 28.0 | 0.02% | ||
| 130 |
IRTR
iShares LifePath Retirement ETF
|
0.0002% | 7,935 | 9.2% | 49.4 | 0.02% | ||
| 131 |
IJR
iShares Core S&P Small-Cap ETF
|
0.0700% | 602 | 5.2% | 38.3 | 0.02% | ||
| 132 |
ISCB
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,560 | 3.5% | 21.0 | 0.02% | ||
| 133 |
JKJ
iShares Morningstar Small-Cap ETF
|
0.0200% | 1,560 | 3.5% | 21.0 | 0.02% | ||
| 134 |
IWN
iShares Russell 2000 Value ETF
|
0.0800% | 1,405 | 5.4% | 13.0 | 0.02% | ||
| 135 |
IJS
iShares S&P Small-Cap 600 Value ETF
|
0.1300% | 462 | 8.4% | 27.7 | 0.02% |
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