| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2019 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 14.2% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 10.1% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 11.0% |
| APPLE INC | 19 | Q2 2024 | 10.3% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 11.3% |
| ISHARES TR | 19 | Q2 2024 | 5.9% |
| JPMORGAN CHASE & CO. | 19 | Q2 2024 | 3.5% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.6% |
| SCHWAB STRATEGIC TR | 19 | Q2 2024 | 3.8% |
| MICROSOFT CORP | 19 | Q2 2024 | 4.0% |
View BALLAST ADVISORS LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-23 |
| 13F-HR | 2024-07-26 |
| 13F-HR | 2024-05-01 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-08-04 |
| 13F-HR | 2023-05-09 |
| 13F-HR | 2023-01-26 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-07-20 |
View BALLAST ADVISORS LLC'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.