Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $136,783,509 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 212,342 | $8,695,426 | 6.36% | |
| 2. | Morgan Stanley Etf Trust | 136,417 | $7,018,655 | 5.13% | |
| 3. | Pimco Equity Ser | 152,061 | $6,188,873 | 4.52% | |
| 4. | Ishares Tr - ESG MSCI USA ETF | 107,818 | $6,179,072 | 4.52% | |
| 5. | Ishares Tr - ESG AWR MSCI USA | 33,556 | $4,885,723 | 3.57% |
Hedge Fund Resource Center 
