Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $142,554,786 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 213,685 | $9,060,244 | 6.36% | |
| 2. | Morgan Stanley Etf Trust | 154,075 | $7,819,306 | 5.49% | |
| 3. | Pimco Equity Ser | 149,184 | $6,207,999 | 4.35% | |
| 4. | Ishares Tr - ESG MSCI USA ETF | 104,099 | $5,746,256 | 4.03% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 68,344 | $5,138,785 | 3.6% |
Hedge Fund Resource Center 
