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Home > Institutional Investor > Ballentine Partners, Llc > Profile

Instuitional Investor - Ballentine Partners, Llc

Fund Profile
Filing Period:
Fund Name: Ballentine Partners, Llc
Portfolio Value $5,836,203,996
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds
 5,893,008 $1,707,852,737 29.26%
2.
Ishares Trust
 IEF 3,517,157 $452,376,762 7.75%
3.
Ishares Tr - CORE MSCI EAFE
 5,966,887 $419,352,783 7.18%
4.
Ishares Trust
 IEF 372,164 $219,085,442 3.75%
5.
Ishares Inc - CORE MSCI EMKT
 4,170,307 $217,773,434 3.73%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% 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 February 19th, 2025)