Balanced Rock Investment Advisor Purchases in Q3 2025

Balanced Rock Investment Advisor

  • $137 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
Morgan Stanley ETF Trust
14.4K
+ 11.82%
N/A
136K $7.02B
DFSI
Dimensional ETF Tr Dimen Intl
6.31K
+ 3.06%
N/A
212K $8.7B
Vanguard Mun Bd Fds
6.91K
+ 21.34%
N/A
39.3K $2.96B
RAFE
Pimco Equity Ser Rafi Esg U S

ETFs
1.26K
+ 0.83%
$37.49 - $40.7 $47K - $51.1K
152K $6.19B
Dimensional ETF Trust
11.9K
+ 8.19%
N/A
157K $4.29B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
1.7K
+ 4.15%
$87.05 - $93.19 $148K - $159K
42.8K $3.98B
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
2.41K
+ 3.9%
$70.77 - $73.59 $171K - $177K
64.2K $4.7B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
4.69K
+ 9.12%
$50.93 - $53.85 $239K - $253K
56.1K $2.99B
JCPI
Jp Morgan Exchange Traded Fd T

ETFs
5.04K
+ 11.54%
$47.87 - $49.04 $241K - $247K
48.7K $2.38B
BNDX
Vanguard Total International B

ETFs
4.72K
+ 11.06%
$49.0 - $49.51 $231K - $234K
47.4K $2.35B
HYXF
Ishares Tr Esg Advanced High Y

ETFs
4.75K
+ 7.66%
$46.88 - $47.56 $223K - $226K
66.7K $3.17B
VWOB
Vanguard Emerging Mkts Govt Bd

ETFs
2.61K
+ 8.62%
N/A
32.9K $2.2B
DFIP
Dimensional ETF Tr Inflation P

ETFs
4.57K
+ 8.83%
$41.6 - $42.66 $190K - $195K
56.3K $2.38B
NULV
Nuveen Esg Large Cap Value ETF

ETFs
2.26K
+ 3.98%
$41.5 - $43.83 $93.7K - $99K
59K $2.59B
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
3.66K
+ 6.98%
$46.86 - $48.27 $172K - $177K
56.1K $2.69B
GOOG
Alphabet Inc.

Communication Services
822
New
$175.16 - $255.24 $144K - $210K
822 $200M
VEA
Vanguard Ftse Developed Market

ETFs
1.73K
+ 6.16%
$56.02 - $60.3 $97.1K - $105K
29.9K $1.79B
VO
Vanguard Mid Cap ETF

ETFs
297
+ 5.94%
$279.83 - $293.74 $83.1K - $87.2K
5.3K $1.56B
EUSB
Ishares Tr Esg Advanced Total

Technology
2.93K
+ 4.36%
$42.97 - $44.2 $126K - $130K
70.1K $3.08B
Manager Directed Portfolios
9.46K
+ 4.1%
N/A
240K $2.56B
DMXF
Ishares Esg Advanced Msci Eafe

Technology
801
+ 1.32%
$71.6 - $76.11 $57.4K - $61K
61.7K $4.67B
JPIB
Jpmorgan International Bond Op

ETFs
2.64K
+ 11.13%
$48.32 - $49.13 $127K - $130K
26.3K $1.29B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
2.39K
+ 5.75%
$49.78 - $50.75 $119K - $121K
43.9K $2.22B
AAPL
Apple Inc.

Technology
75
+ 3.27%
$202.38 - $256.87 $15.2K - $19.3K
2.37K $603M
SCHO
Schwab Short Term Us Treasury

ETFs
5.34K
+ 8.4%
$24.23 - $24.42 $129K - $130K
68.9K $1.68B
ICLN
Ishares

ETFs
1.07K
+ 2.25%
$13.22 - $15.48 $14.1K - $16.6K
48.7K $754M
VGLT
Vanguard Long Term Treasury Et

ETFs
1.64K
+ 5.4%
$54.21 - $57.41 $89K - $94.2K
32K $1.82B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
135
+ 0.55%
$39.06 - $43.42 $5.27K - $5.86K
24.7K $1.07B
CRTO
Criteo S.A.

Communication Services
5.67K
+ 33.67%
$21.86 - $24.92 $124K - $141K
22.5K $509M
DFAI
Dimensional ETF Tr

ETFs
1.41K
+ 5.46%
$34.05 - $36.55 $48.1K - $51.6K
27.3K $993M
SPY
Spdr S&P 500 ETF Trust

ETFs
101
+ 17.29%
$617.65 - $666.84 $62.4K - $67.4K
685 $456M
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
304
+ 0.98%
$41.58 - $44.7 $12.6K - $13.6K
31.3K $1.37B
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
133
+ 0.75%
$41.34 - $45.65 $5.5K - $6.07K
17.9K $807M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
3.18K
+ 13.98%
$18.93 - $19.47 $60.2K - $61.9K
25.9K $502M
VTV
Vanguard Value ETF

ETFs
182
+ 5.05%
$175.51 - $186.57 $31.9K - $34K
3.79K $706M
JSMD
Janus Detr Str Tr Henderson Sm

ETFs
232
+ 3.7%
$77.5 - $86.87 $18K - $20.2K
6.5K $543M
PAGS
Pag Seguro Digital Ltd.

Technology
3.47K
+ 6.19%
$7.75 - $10.74 $26.9K - $37.2K
59.5K $595M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
1.86K
+ 7.34%
$17.13 - $17.98 $31.9K - $33.5K
27.3K $485M
DFAE
Dimensional ETF Tr

ETFs
10
+ 0.05%
$28.84 - $31.84 $288 - $318
18.6K $588M
FSMD
Fidelity Covington Tr Small Mi

ETFs
427
+ 5.59%
$41.29 - $44.71 $17.6K - $19.1K
8.06K $355M
CGW
Invesco ETF Tr Ii S&P Global W

ETFs
273
+ 2.55%
$61.4 - $65.41 $16.8K - $17.9K
11K $706M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
822
+ 7.37%
$26.88 - $27.78 $22.1K - $22.8K
12K $333M
MSFT
Microsoft Corp

Technology
10
+ 0.9%
$491.09 - $535.64 $4.91K - $5.36K
1.12K $578M
HYDB
Ishares Tr Edge High Yield Def

ETFs
499
+ 7.82%
$47.03 - $47.97 $23.5K - $23.9K
6.88K $329M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
930
+ 5.21%
$25.39 - $25.57 $23.6K - $23.8K
18.8K $481M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
21
+ 2.86%
$459.11 - $506.91 $9.64K - $10.6K
754 $379M
SUB
Ishares Short Term National Mu

ETFs
168
+ 4.78%
$106.17 - $107.3 $17.8K - $18K
3.68K $393M
LLY
Eli Lilly & CO

Healthcare
14
+ 5.07%
$625.65 - $812.69 $8.76K - $11.4K
290 $221M
GILD
Gilead Sciences, Inc.

Healthcare
22
+ 0.43%
$108.22 - $120.47 $2.38K - $2.65K
5.11K $567M
Activity Summary
Buys All Purchases 53 New Holdings 1 Increased Positions 52 Sells All Sells 41 Reductions 41 Sold out 0 Options Calls 0 Puts 0
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