Balanced Rock Investment Advisor Incresed Positions in Q1 2025

Balanced Rock Investment Advisor

  • $125 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
EAGG
Ishares Esg Aware U.S. Aggrega

ETFs
8.31K
+ 5.19%
$45.92 - $47.58 $382K - $395K
168K $8B
DFSI
Dimensional ETF Tr Dimen Intl
3.19K
+ 1.61%
N/A
201K $7.01B
ESGD
Ishares Trust Ishares Esg Awar

ETFs
881
+ 2.23%
$75.32 - $84.77 $66.4K - $74.7K
40.3K $3.29B
SPY
Spdr S&P 500 ETF Trust

ETFs
481
+ 130.35%
$551.42 - $612.93 $265K - $295K
850 $475M
BND
Vanguard Bd Index Fd Inc Total

ETFs
1.78K
+ 4.27%
$71.17 - $73.66 $126K - $131K
43.4K $3.19B
Dimensional ETF Trust
4.62K
+ 5.19%
N/A
93.5K $2.45B
DFSE
Dimensional ETF Tr Dimen Emrgn
3.11K
+ 3.7%
N/A
87.1K $2.93B
VEA
Vanguard Ftse Developed Market

ETFs
1.21K
+ 4.62%
$47.4 - $52.99 $57.2K - $63.9K
27.3K $1.39B
LTPZ
Pimco ETF Tr 15+ Yr Us Tips In

ETFs
687
+ 2.1%
$50.99 - $55.74 $35K - $38.3K
33.5K $1.84B
TD
Toronto Dominion Bank

Financial Services
163
+ 1.1%
$53.12 - $61.15 $8.66K - $9.97K
15K $898M
PAGS
Pag Seguro Digital Ltd.

Technology
491
+ 0.84%
$6.27 - $8.52 $3.08K - $4.18K
58.9K $449M
DFAI
Dimensional ETF Tr

ETFs
1.45K
+ 7.94%
$28.88 - $32.4 $41.7K - $46.8K
19.6K $613M
VGLT
Vanguard Long Term Treasury Et

ETFs
142
+ 0.46%
$53.99 - $58.43 $7.67K - $8.3K
30.7K $1.77B
ESGE
Ishares, Inc. Ishares Esg Awar

ETFs
677
+ 2.44%
$32.74 - $36.2 $22.2K - $24.5K
28.4K $993M
DFSU
Dimensional ETF Tr Dimen Us Su
2.87K
+ 15.76%
N/A
21.1K $755M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
2
+ 0.28%
$442.66 - $534.52 $885 - $1.07K
717 $382M
SCHO
Schwab Short Term Us Treasury

ETFs
965
+ 1.55%
$24.1 - $24.34 $23.3K - $23.5K
63.4K $1.54B
DFAE
Dimensional ETF Tr

ETFs
1.14K
+ 8.38%
$24.64 - $26.86 $28.2K - $30.7K
14.8K $383M
VTV
Vanguard Value ETF

ETFs
157
+ 5.64%
$167.73 - $179.21 $26.3K - $28.1K
2.94K $508M
VWO
Vanguard Ftse Emerging Mkts Et

ETFs
348
+ 3.27%
$42.5 - $46.71 $14.8K - $16.3K
11K $497M
ICLN
Ishares

ETFs
1.96K
+ 4.71%
$10.94 - $11.86 $21.5K - $23.3K
43.6K $498M
VNQ
Vanguard Specialized Funds Van

ETFs
101
+ 1.92%
$85.55 - $94.34 $8.64K - $9.53K
5.37K $486M
FPEI
First Tr ETF Iii Instl Pfd Sec

ETFs
742
+ 4.06%
$18.54 - $18.88 $13.8K - $14K
19K $356M
FLTR
Vaneck ETF Tr Investment Grade

ETFs
458
+ 2.63%
$25.44 - $25.58 $11.7K - $11.7K
17.9K $457M
CMCSA
Comcast Corp

Communication Services
410
+ 3.84%
$33.19 - $38.23 $13.6K - $15.7K
11.1K $409M
Brookfield Renewable Corp
106
+ 0.76%
N/A
14.1K $393M
PFXF
Vaneck ETF Tr Preferred Securi

ETFs
965
+ 4.33%
$16.76 - $17.69 $16.2K - $17.1K
23.3K $390M
FALN
Ishares Tr Fallen Angels Usd B

ETFs
160
+ 1.55%
$26.64 - $27.14 $4.26K - $4.34K
10.5K $281M
HYDB
Ishares Tr Edge High Yield Def

ETFs
96
+ 1.64%
$46.82 - $47.8 $4.49K - $4.59K
5.96K $281M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
1.38K
+ 5.62%
$120.24 - $134.3 $166K - $185K
25.9K $3.16B
WDS
Woodside Energy Group LTD

Energy
517
+ 4.48%
$14.15 - $16.33 $7.32K - $8.44K
12.1K $175M
VV
Vanguard Large Cap ETF

ETFs
177
+ 2.92%
$253.32 - $282.66 $44.8K - $50K
6.25K $1.61B
MSFT
Microsoft Corp

Technology
18
+ 1.72%
$375.39 - $447.2 $6.76K - $8.05K
1.07K $401M
VB
Vanguard Small Cap ETF

ETFs
130
+ 3.32%
$217.89 - $252.64 $28.3K - $32.8K
4.05K $898M
AAPL
Apple Inc.

Technology
3
+ 0.14%
$209.68 - $247.1 $629 - $741
2.15K $478M
SCPH
Sc Pharmaceuticals Inc.

Healthcare
838
+ 1.19%
$2.63 - $3.68 $2.2K - $3.08K
71.2K $187M
VUG
Vanguard Growth ETF

ETFs
26
+ 1.39%
$369.1 - $427.61 $9.6K - $11.1K
1.89K $702M
ESML
Ishares Esg Aware Msci Usa Sma

ETFs
2.56K
+ 5.5%
$37.84 - $44.02 $96.9K - $113K
49.1K $1.89B
HBI
Hanesbrands Inc.

Consumer Cyclical
2.83K
+ 5.96%
$5.76 - $8.6 $16.3K - $24.3K
50.3K $290M
MGK
Vanguard Mega Cap Growth ETF

ETFs
141
+ 2.58%
$307.43 - $357.48 $43.3K - $50.4K
5.61K $1.73B
USXF
Ishares Esg Advanced Msci Usa

Technology
3.79K
+ 2.06%
$46.38 - $52.65 $176K - $199K
187K $8.75B
Activity Summary
Buys All Purchases 44 New Holdings 2 Increased Positions 42 Sells All Sells 43 Reductions 43 Sold out 0 Options Calls 0 Puts 0
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