| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q3 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 8.1% |
| VANGUARD MUN BD FDS | 3 | Q2 2024 | 7.3% |
| ISHARES TR | 3 | Q2 2024 | 7.9% |
| ISHARES TR | 3 | Q2 2024 | 5.8% |
| ISHARES TR | 3 | Q2 2024 | 5.5% |
| MANAGER DIRECTED PORTFOLIOS | 3 | Q2 2024 | 4.1% |
| ISHARES TR | 3 | Q2 2024 | 3.7% |
| PIMCO EQUITY SER | 3 | Q2 2024 | 3.3% |
| VANGUARD WHITEHALL FDS | 3 | Q2 2024 | 3.3% |
| VANGUARD WORLD FD | 3 | Q2 2024 | 2.9% |
View Balanced Rock Investment Advisors LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-31 |
| 13F-HR | 2024-05-13 |
| 13F-HR | 2024-02-13 |
View Balanced Rock Investment 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.