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Home > Institutional Investor > Ballast Financial Advisors Llc > Profile

Instuitional Investor - Ballast Financial Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ballast Financial Advisors Llc
Portfolio Value $97,118,459
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 415,341 $11,176,840 11.51%
2.
Schwab Strategic Trust
 FNDF 451,800 $10,558,566 10.87%
3.
Ishares Trust
 VLUE 213,148 $10,390,963 10.7%
4.
Schwab Strategic Trust
 FNDF 122,177 $5,523,600 5.69%
5.
American Centy Etf Tr
 39,910 $4,070,022 4.19%
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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