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Home > Institutional Investor > Ballast Advisors Llc > 13F Holdings

Instuitional Investor - Ballast Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,305,769 $34,393,963 9.47%
2.
Schwab Strategic Trust
 FNDF 1,149,580 $33,464,268 9.22%
3.
Schwab Strategic Trust
 FNDF 894,867 $28,555,210 7.87%
4.
Schwab Strategic Trust
 FNDF 1,221,685 $28,440,824 7.83%
5.
Apple Inc.
 AAPL 88,719 $22,590,405 6.22%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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