Balanced Rock Investment Advisors LLC
13F Portfolio Filings
- Most recent 13FQ4 2024
- Locationroslindale, MA
- CIK0002011851
- Alternate namesBalanced Rock Investment Advisor
- All SEC filings
Quater | Holdings | VALUE | Top Holdings | Form Type | Date Filed | Filing Id | |
|---|---|---|---|---|---|---|---|
90 | $126.36M | EUSB, USXF, EAGG, VANGUARD MUN BD FDS | 13F-HR | Feb 13, 2025 | 000201185125000001 | ||
88 | $127.55M | EUSB, USXF, DMXF, EAGG | 13F-HR | Nov 13, 2024 | 000201185124000005 | ||
89 | $118.93M | USXF, EUSB, DMXF, EAGG | 13F-HR | Jul 31, 2024 | 000201185124000004 | ||
88 | $117.21M | EUSB, USXF, VANGUARD MUN BD FDS, DMXF | 13F-HR | May 13, 2024 | 000201185124000003 | ||
93 | $112.58M | EUSB, VANGUARD MUN BD FDS, DMXF, EAGG | 13F-HR | Feb 13, 2024 | 000201185124000001 |