Instuitional Investor - Balanced Rock Investment Advisor
Fund Profile
Filing Period:
| Fund Name: | Balanced Rock Investment Advisor |
| Portfolio Value | $126,362,010 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Ishares Tr | 230,132 | $9,776,014 | 7.73% | |
| 2. | Ishares Tr | 183,632 | $9,130,183 | 7.22% | |
| 3. | Ishares Tr | 160,116 | $7,435,766 | 5.88% | |
| 4. | Vanguard Mun Bd Fds | 145,613 | $7,299,580 | 5.77% | |
| 5. | Dimensional Etf Trust | 197,867 | $6,499,931 | 5.14% |
