Instuitional Investor - Ballentine Capital Advisors, Inc
Fund Profile
Filing Period:
Fund Name: | Ballentine Capital Advisors, Inc |
Portfolio Value | $198,817,921 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,510,819 | $49,841,919 | 25.29% | |
2. | Vanguard Tax-Managed Fds | 504,046 | $25,620,681 | 13% | |
3. | BND | 327,584 | $25,083,086 | 12.73% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 32,473 | $16,688,453 | 8.47% | |
5. | Dimensional Etf Trust | 527,091 | $13,946,828 | 7.08% |