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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 $267,799,779
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Schwab Strategic Trust
 FNDF 453,613 $25,583,795 9.55%
2.
Schwab Strategic Trust
 FNDF 356,671 $25,002,640 9.33%
3.
Schwab Strategic Trust
 FNDF 610,408 $22,560,672 8.42%
4.
Apple Inc.
 AAPL 116,737 $22,475,421 8.39%
5.
Schwab Strategic Trust
 FNDF 249,349 $20,686,034 7.72%
Insider Monkey Quarterly Strategy
+336.2% Insider Monkey Quarterly Strategy
+144.8% 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)