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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
 SCHD 1,194,193 $36,423 10.6%
2.
Schwab Strategic Trust
 SCHD 1,335,277 $34,237 9.96%
3.
Schwab Strategic Trust
 SCHD 1,212,048 $29,998 8.73%
4.
Schwab Strategic Trust
 SCHD 967,635 $28,187 8.2%
5.
Ishares Trust
 IEF 199,428 $19,797 5.76%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

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