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Home > Institutional Investor > Ballast, Inc. > Profile

Instuitional Investor - Ballast, Inc.

Fund Profile
Filing Period:
Fund Name: Ballast, Inc.
Portfolio Value $290,064,449
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 130,421 $30,341,052 10.46%
2.
Vanguard Index Fds
 108,783 $23,206,715 8%
3.
Invesco Exchange Traded Fd T
 348,186 $18,829,913 6.49%
4.
Ishares Trust
 IEF 171,834 $14,097,261 4.86%
5.
Vanguard Intl Equity Index Funds
 VWO 239,647 $13,453,806 4.63%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)