Instuitional Investor - Ballentine Capital Advisors, Inc
Fund Profile
Filing Period:
Fund Name: | Ballentine Capital Advisors, Inc |
Portfolio Value | $172,719,491 |
Top 13F Holdings
Filing Period:
No. | Security | Ticker | Shares | Value | % Port |
---|---|---|---|---|---|
1. | Dimensional Etf Trust | 1,433,944 | $42,717,192 | 25.1% | |
2. | Vanguard Tax-Managed Fds | 445,287 | $21,168,963 | 12.44% | |
3. | BND | 226,278 | $17,165,462 | 10.08% | |
4. | Vanguard Index Fds | 31,771 | $14,432,929 | 8.48% | |
5. | Vanguard Charlotte Fds | 247,437 | $12,089,772 | 7.1% |