Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $112,578,695 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 211,445 | $9,147,127 | 8.12% | |
| 2. | Vanguard Mun Bd Fds | 160,536 | $8,195,363 | 7.27% | |
| 3. | Ishares Tr | 101,627 | $6,491,933 | 5.76% | |
| 4. | Ishares Tr | 128,531 | $6,136,081 | 5.45% | |
| 5. | Manager Directed Portfolios | 458,081 | $4,562,487 | 4.05% |
