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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
 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%
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)