Instuitional Investor - Ballentine Capital Advisors, Inc
Fund Profile
Filing Period:
Fund Name: | Ballentine Capital Advisors, Inc |
Portfolio Value | $200,191,097 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,490,466 | $51,555,219 | 26.7% | |
2. | BND | 309,459 | $23,125,900 | 11.98% | |
3. | Vanguard Tax-Managed Fds | 482,359 | $23,066,394 | 11.95% | |
4. | Vanguard Index Fds - S&P 500 ETF SHS | 32,282 | $17,394,048 | 9.01% | |
5. | Dimensional Etf Trust | 514,133 | $13,465,143 | 6.97% |