Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $160,321,056 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | DFAC | 220,624 | $9,950,142 | 6.21% | |
| 2. | Morgan Stanley Etf Trust - EATO VANC BD ETF | 169,176 | $8,578,915 | 5.35% | |
| 3. | Pimco Equity Ser | 152,855 | $7,316,252 | 4.56% | |
| 4. | Ishares Tr - ESG MSCI USA ETF | 97,385 | $6,763,358 | 4.22% | |
| 5. | Invesco Exchange Traded Fd T - S&P500 QUALITY | 67,413 | $6,073,911 | 3.79% |
Hedge Fund Resource Center 
