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

Instuitional Investor - Ballast Financial Advisors Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 SCHD 427,141 $12,570,768 11.38%
2.
Schwab Strategic Trust
 SCHD 523,539 $12,109,452 10.96%
3.
Ishares Trust
 HYG 248,050 $11,968,397 10.83%
4.
Schwab Strategic Trust
 SCHD 115,801 $6,109,651 5.53%
5.
American Centy Etf Tr
 39,110 $4,879,364 4.42%
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)

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