Instuitional Investor - Ballentine Capital Advisors, Inc
13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,507,338 | $54,022,996 | 25.61% | |
2. | Vanguard Tax-Managed Fds | 497,960 | $28,388,681 | 13.46% | |
3. | BND | 326,792 | $25,274,090 | 11.98% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 31,763 | $18,042,620 | 8.55% | |
5. | Dimensional Etf Trust | 527,071 | $15,643,454 | 7.42% |