Ballentine Capital Advisors, Inc
Q1 2025 13F Holdings
- Locationgreenville, SC
- Num holdings
29
- Value ($000)
$197,102
- Date Filed04/28/2025
- Form type13F-HR
- CIK0002011580
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $49.84M | 25 % | 1,510,819 | ||
VEA VANGUARD TAX-MANAGED FDS | VAN FTSE DEV MKT | 921943858 | $25.62M | 13 % | 504,046 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $25.08M | 13 % | 327,584 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $16.69M | 9 % | 32,473 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $13.95M | 7 % | 527,091 | ||
BNDX VANGUARD CHARLOTTE FDS | TOTAL INT BD ETF | 92203J407 | $13.78M | 7 % | 282,362 | ||
DFIS DIMENSIONAL ETF TRUST | INTL SMALL CAP E | 25434V773 | $12.75M | 7 % | 493,614 | ||
IGSB ISHARES TR | ISHS 1-5YR INVS | 464288646 | $9.29M | 5 % | 177,431 | ||
DFSV DIMENSIONAL ETF TRUST | US SMALL CAP VAL | 25434V815 | $7.37M | 4 % | 261,861 | ||
DFAS DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 25434V500 | $6.88M | 4 % | 115,168 |
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