Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $127,443,749 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 206,030 | $8,119,642 | 6.37% | |
| 2. | Ishares Tr - ESG MSCI USA ETF | 117,136 | $6,317,165 | 4.96% | |
| 3. | Morgan Stanley Etf Trust | 121,997 | $6,205,378 | 4.87% | |
| 4. | Pimco Equity Ser | 150,806 | $5,751,759 | 4.51% | |
| 5. | Ishares Tr - ESG AWR MSCI USA | 33,974 | $4,596,704 | 3.61% |
Hedge Fund Resource Center 
