Balanced Rock Investment Advisor Purchases in Q4 2024

Balanced Rock Investment Advisor

  • $126 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFSI
Dimensional ETF Tr Dimen Intl
198K
New
N/A
198K $6.5B
DFSE
Dimensional ETF Tr Dimen Emrgn
84K
New
N/A
84K $2.78B
Dimensional ETF Trust
88.8K
New
N/A
88.8K $2.27B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
16.7K
+ 12.92%
$49.79 - $51.14 $829K - $852K
146K $7.3B
DFSU
Dimensional ETF Tr Dimen Us Su
18.2K
New
N/A
18.2K $691M
DFAI
Dimensional ETF Tr

ETFs
18.2K
New
$29.0 - $31.6 $528K - $575K
18.2K $531M
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
16.3K
+ 11.33%
$46.33 - $48.6 $755K - $792K
160K $7.44B
Brookfield Renewable Corp
14K
New
N/A
14K $386M
DFAE
Dimensional ETF Tr

ETFs
13.6K
New
$25.36 - $28.15 $346K - $384K
13.6K $346M
Blackrock Inc
261
New
N/A
261 $268M
SNV
Synovus Financial Corp

Financial Services
4.36K
New
$42.5 - $58.73 $185K - $256K
4.36K $223M
IVW
Ishares S&P 500 Growth ETF

ETFs
2K
New
$94.43 - $105.47 $189K - $211K
2K $203M
WDS
Woodside Energy Group LTD

Energy
11.5K
New
$14.38 - $18.32 $166K - $211K
11.5K $180M
VV
Vanguard Large Cap ETF

ETFs
338
+ 5.9%
$260.27 - $280.65 $88K - $94.9K
6.07K $1.64B
MGK
Vanguard Mega Cap Growth ETF

ETFs
20
+ 0.37%
$316.94 - $357.88 $6.34K - $7.16K
5.47K $1.88B
BNDX
Vanguard Total International B

ETFs
3.21K
+ 6.2%
$48.91 - $50.61 $157K - $163K
55K $2.7B
SCHO
Schwab Short Term Us Treasury

ETFs
33.6K
+ 116.89%
$24.06 - $48.88 $809K - $1.64M
62.4K $1.5B
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
4.8K
+ 35.63%
$18.62 - $19.05 $89.4K - $91.5K
18.3K $342M
VUG
Vanguard Growth ETF

ETFs
56
+ 3.09%
$378.79 - $428.11 $21.2K - $24K
1.87K $766M
AAPL
Apple Inc.

Technology
98
+ 4.78%
$221.69 - $259.02 $21.7K - $25.4K
2.15K $538M
GOOGL
Alphabet Inc.

Communication Services
1
+ 0.04%
$161.86 - $196.66 $162 - $197
2.43K $461M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
1.91K
+ 4.71%
$48.33 - $49.08 $92.5K - $93.9K
42.6K $2.06B
HYXF
Ishares Tr Esg Advanced High Y

ETFs
2.6K
+ 4.32%
$46.03 - $47.13 $120K - $122K
62.7K $2.9B
FLTR
Vaneck ETF Tr Investment Grade

ETFs
1.05K
+ 6.43%
$25.35 - $25.53 $26.7K - $26.9K
17.4K $443M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
971
+ 10.39%
$26.55 - $27.32 $25.8K - $26.5K
10.3K $276M
HYDB
Ishares Tr Edge High Yield Def

ETFs
538
+ 10.1%
$46.68 - $47.95 $25.1K - $25.8K
5.87K $276M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
35
+ 5.15%
$442.29 - $483.08 $15.5K - $16.9K
715 $324M
VTV
Vanguard Value ETF

ETFs
126
+ 4.74%
$168.32 - $181.87 $21.2K - $22.9K
2.79K $472M
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
3.37K
+ 5.26%
N/A
67.3K $4.25B
CRTO
Criteo S.A.

Communication Services
211
+ 1.51%
$33.44 - $43.41 $7.06K - $9.16K
14.2K $561M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.15K
+ 5.45%
$17.21 - $18.41 $19.8K - $21.2K
22.3K $384M
AGG
Ishares Core U.S. Aggregate Bo

ETFs
270
+ 4.14%
$96.64 - $101.23 $26.1K - $27.3K
6.79K $657M
MSFT
Microsoft Corp

Technology
9
+ 0.87%
$406.35 - $454.46 $3.66K - $4.09K
1.05K $442M
SCHV
Schwab Strategic Tr Us Large C

ETFs
5.51K
+ 199.1%
$25.79 - $80.4 $142K - $443K
8.27K $216M
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.41K
+ 5.38%
$38.96 - $43.28 $93.9K - $104K
47.2K $1.86B
SCHX
Schwab Strategic Tr Us Large C

ETFs
12K
+ 185.42%
$22.4 - $68.28 $268K - $816K
18.4K $427M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.53K
+ 3.81%
$71.75 - $75.11 $109K - $115K
41.6K $2.99B
JNJ
Johnson & Johnson

Healthcare
26
+ 1.86%
$143.34 - $165.86 $3.73K - $4.31K
1.42K $206M
PAGS
Pag Seguro Digital Ltd.

Technology
10.8K
+ 22.72%
$6.19 - $8.51 $66.9K - $92K
58.4K $366M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
5.61K
+ 8.67%
$3.14 - $4.53 $17.6K - $25.4K
70.4K $249M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
159
+ 1.53%
$54.2 - $60.92 $8.62K - $9.69K
10.6K $573M
ICLN
Ishares

ETFs
4.77K
+ 12.93%
$11.35 - $14.51 $54.2K - $69.2K
41.7K $474M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.82K
+ 6.31%
$55.1 - $61.74 $100K - $112K
30.6K $1.69B
BUD
Anheuser Busch In Bev Sa

Consumer Defensive
361
+ 4.4%
$49.78 - $66.55 $18K - $24K
8.56K $429M
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
732
+ 2.28%
$52.07 - $58.13 $38.1K - $42.6K
32.8K $1.71B
EUSB
Ishares Tr Esg Advanced Total

Technology
4.81K
+ 2.13%
$42.39 - $44.29 $204K - $213K
230K $9.78B
Activity Summary
Buys All Purchases 47 New Holdings 12 Increased Positions 35 Sells All Sells 42 Reductions 42 Sold out 0 Options Calls 0 Puts 0
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