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Home > Institutional Investor > Ballast Advisors Llc > Profile

Instuitional Investor - Ballast Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ballast Advisors Llc
Portfolio Value $339,364,728
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,316,693 $32,179,985 9.48%
2.
Schwab Strategic Trust
 FNDF 1,136,285 $31,441,003 9.26%
3.
Schwab Strategic Trust
 FNDF 1,226,124 $27,097,338 7.98%
4.
Schwab Strategic Trust
 FNDF 915,285 $26,735,474 7.88%
5.
Ishares Trust
 IEF 197,829 $19,624,611 5.78%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)