Balanced Rock Investment Advisor Portfolio Holdings
Balanced Rock Investment Advisor
- $117 Billion
- Q1 2024
Balanced Rock Investment Advisor has filed its 13F form on May 13, 2024 for Q1 2024 where it was disclosed a total value porftolio of $117 Billion distributed in 88 stocks.
Among their holdings, we can observe that their the top five positions include companies like: Ishares Tr Esg Advanced Total with a value of $8.86B, Ishares Esg Advanced Msci Usa with a value of $8.75B, Vanguard Mun Bd Fds Tax Exempt with a value of $6.94B, Ishares Esg Advanced Msci Eafe with a value of $6.39B, and Ishares Esg Aware U.S. Aggrega with a value of $5.91B.
Examining the 13F form we can see an increase of $4.63B in the current position value, from $113B to 117B.
Balanced Rock Investment Advisor is based out at Roslindale, MA
Below you can find more details about Balanced Rock Investment Advisor portfolio as well as his latest detailed transactions.