Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
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 1,179,966 $41,074,608 9.79%
2.
Schwab Strategic Trust
 SCHD 1,259,742 $37,074,218 8.83%
3.
Schwab Strategic Trust
 SCHD 1,191,620 $33,007,883 7.86%
4.
Schwab Strategic Trust
 SCHD 916,483 $31,013,776 7.39%
5.
Apple Inc.
 AAPL 79,348 $22,960,232 5.47%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.

Past performance does not guarantee future returns. Click to see how the portfolio is constructed.