| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2023 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 26.0% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 12.6% |
| VANGUARD BD INDEX FDS | 3 | Q2 2024 | 12.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 8.8% |
| VANGUARD CHARLOTTE FDS | 3 | Q2 2024 | 7.1% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 7.2% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.2% |
| ISHARES TR | 3 | Q2 2024 | 4.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.0% |
| AMERICAN CENTY ETF TR | 3 | Q2 2024 | 2.2% |
View Ballentine Capital Advisors, Inc's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-16 |
| 13F-HR | 2024-08-07 |
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-02-12 |
View Ballentine Capital Advisors, 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.