Balanced Rock Investment Advisors LLC
Q4 2024 13F Holdings
- Locationroslindale, MA
- Num holdings
90
- Value ($000)
$126,362
- Date Filed02/13/2025
- 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 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
EUSB ISHARES TR | ESG ADV TTL USD | 46436E619 | $9.78M | 8 % | 230,132 | ||
USXF ISHARES TR | ESG MSCI USA ETF | 46436E767 | $9.13M | 7 % | 183,632 | ||
EAGG ISHARES TR | ESG AWR US AGRGT | 46435U549 | $7.44M | 6 % | 160,116 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.30M | 6 % | 145,613 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $6.50M | 5 % | 197,867 | ||
DMXF ISHARES TR | ESG EAFE ETF | 46436E759 | $4.66M | 4 % | 72,135 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $4.25M | 3 % | 67,323 | ||
RAFE PIMCO EQUITY SER | RAFI ESG US | 72201T342 | $4.03M | 3 % | 110,882 | ||
VGSR MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | $3.28M | 3 % | 323,629 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $3.16M | 3 % | 24,514 |
Rows Per Page
1 - 10 of 9010
- 10
- 50
- 100