Instuitional Investor - Ballentine Capital Advisors, Inc
Fund Profile
Filing Period:
| Fund Name: | Ballentine Capital Advisors, Inc |
| Portfolio Value | $226,154,273 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 1,521,781 | $58,695,094 | 25.95% | |
| 2. | Vanguard Tax-Managed Fds | 502,201 | $30,091,883 | 13.31% | |
| 3. | BND | 338,069 | $26,399,814 | 11.67% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 31,937 | $19,557,742 | 8.65% | |
| 5. | Dimensional Etf Trust | 532,849 | $17,088,470 | 7.56% |
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