Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $125,446,076 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 211,135 | $9,146,368 | 7.29% | |
| 2. | Ishares Tr - ESG MSCI USA ETF | 187,421 | $8,746,950 | 6.97% | |
| 3. | Ishares Tr | 168,426 | $7,996,845 | 6.37% | |
| 4. | Vanguard Mun Bd Fds | 141,941 | $7,043,112 | 5.61% | |
| 5. | Dimensional Etf Trust | 201,059 | $7,014,949 | 5.59% |
