Ballentine Capital Advisors, Inc
Q4 2024 13F Holdings
- Locationgreenville, SC
- Num holdings
29
- Value ($000)
$193,057
- Date Filed02/26/2025
- 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 Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $51.56M | 27 % | 1,490,466 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $23.13M | 12 % | 309,459 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $23.07M | 12 % | 482,359 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $17.39M | 9 % | 32,282 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $13.47M | 7 % | 514,133 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $13.02M | 7 % | 265,391 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $11.85M | 6 % | 482,413 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $8.88M | 5 % | 171,787 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $7.85M | 4 % | 255,125 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $7.33M | 4 % | 112,646 |
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