Ballentine Capital Advisors, Inc
Q3 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
26
- Value ($000)
$226,154
- Date Filed10/21/2025
- Form type13F-HR
- CIK0002011580
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q3 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $58.70 M | 26 % | 1,521,781 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $30.09 M | 13 % | 502,201 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $26.40 M | 12 % | 338,069 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $19.56 M | 9 % | 31,937 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $17.09 M | 8 % | 532,849 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $15.46 M | 7 % | 488,815 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $14.67 M | 7 % | 296,520 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $9.70 M | 4 % | 182,891 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $8.75 M | 4 % | 274,857 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $8.32 M | 4 % | 121,503 |
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