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Home > Institutional Investor > Ballast Advisors Llc > Profile

Instuitional Investor - Ballast Advisors Llc

Fund Profile
Filing Period:
Fund Name: Ballast Advisors Llc
Portfolio Value $324,515,825
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 1,319,498 $30,585,957 9.42%
2.
Schwab Strategic Trust
 FNDF 1,163,809 $30,340,495 9.34%
3.
Schwab Strategic Trust
 FNDF 931,342 $25,956,495 7.99%
4.
Apple Inc.
 AAPL 101,037 $25,301,783 7.79%
5.
Schwab Strategic Trust
 FNDF 1,367,393 $25,296,763 7.79%
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)