Balanced Rock Investment Advisors LLC
Q4 2025 13F Holdings
- Locationroslindale, MA
- Num holdings
92
- Value ($000)
$140,700
- Date Filed02/13/2026
- Form type13F-HR
- CIK0002011851
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $9.21M | 7 % | 215,035 | ||
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 | $7.57M | 5 % | 146,972 | ||
PIMCO EQUITY SER | RAFI ESG US | 72201T342 | $6.2M | 4 % | 147,728 | ||
ISHARES TR | ESG MSCI USA ETF | 46436E767 | $5.91M | 4 % | 102,592 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $5.29M | 4 % | 35,482 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $4.97M | 4 % | 66,269 | ||
ISHARES TR | ESG EAFE ETF | 46436E759 | $4.66M | 3 % | 62,024 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.52M | 3 % | 171,195 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $4.28M | 3 % | 44,967 | ||
DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $3.72M | 3 % | 89,609 |
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