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Home > Institutional Investor > Balanced Rock Investment Advisor > 13F Holdings

Instuitional Investor - Balanced Rock Investment Advisor

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%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)