Balanced Rock Investment Advisors LLC
Q1 2025 13F Holdings
- Locationroslindale, MA
- Num holdings
89
- Value ($000)
$125,446
- Date Filed05/12/2025
- Form type13F-HR
- CIK0002011851
- 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 |
|---|---|---|---|---|---|---|---|
EUSB ISHARES TR | ESG ADV TTL USD | 46436E619 | $9.15M | 7 % | 211,135 | ||
USXF ISHARES TR | ESG MSCI USA ETF | 46436E767 | $8.75M | 7 % | 187,421 | ||
EAGG ISHARES TR | ESG AWR US AGRGT | 46435U549 | $8.00M | 6 % | 168,426 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $7.04M | 6 % | 141,941 | ||
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $7.01M | 6 % | 201,059 | ||
DMXF ISHARES TR | ESG EAFE ETF | 46436E759 | $4.39M | 4 % | 65,256 | ||
VWOB VANGUARD WHITEHALL FDS | EM MK GOV BD ETF | 921946885 | $4.28M | 3 % | 66,613 | ||
RAFE PIMCO EQUITY SER | RAFI ESG US | 72201T342 | $4.01M | 3 % | 110,328 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $3.29M | 3 % | 40,307 | ||
VGSR MANAGER DIRECTED PORTFOLIOS | VERT GLB SUST RE | 56170L695 | $3.24M | 3 % | 319,964 |
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