$118 Million is the total value of Ballast, Inc.'s 82 reported holdings in Q4 2017. The portfolio turnover from Q3 2017 to Q4 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-02-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD MID CAP | 24 | Q3 2023 | 11.4% |
| VANGUARD SMALL CAP ETF | 24 | Q3 2023 | 8.3% |
| VANGUARD WHITEHALL FDS INC | 24 | Q3 2023 | 7.9% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 6.6% |
| ISHARES TR | 24 | Q3 2023 | 5.9% |
| APPLE INC | 24 | Q3 2023 | 4.2% |
| VANGUARD INTL EQUITY INDEX F | 24 | Q3 2023 | 4.8% |
| VANGUARD WORLD FDS | 24 | Q3 2023 | 3.6% |
| ISHARES TR | 24 | Q3 2023 | 3.8% |
| VANGUARD WORLD FDS | 24 | Q3 2023 | 3.8% |
View Ballast, Inc.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-06 |
| 13F-HR | 2024-01-18 |
| 13F-HR | 2023-10-18 |
| 13F-HR | 2023-07-19 |
| 13F-HR | 2023-04-19 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-10-18 |
| 13F-HR | 2022-07-14 |
| 13F-HR | 2022-04-18 |
| 13F-HR | 2022-01-18 |
View Ballast, Inc.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.