Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $140,699,983 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 215,035 | $9,213,175 | 6.55% | |
| 2. | Morgan Stanley Etf Trust | 146,972 | $7,569,058 | 5.38% | |
| 3. | Pimco Equity Ser | 147,728 | $6,203,090 | 4.41% | |
| 4. | Ishares Tr - ESG MSCI USA ETF | 102,592 | $5,907,237 | 4.2% | |
| 5. | Ishares Tr - ESG AWR MSCI USA | 35,482 | $5,286,084 | 3.76% |
Hedge Fund Resource Center 
