Balanced Rock Investment Advisors LLC
Q2 2025 13F Holdings
- Locationroslindale, MA
- Num holdings
96
- Value ($000)
$127,444
- Date Filed08/14/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFSI DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $8.12M | 6 % | 206,030 | ||
USXF ISHARES TR | ESG MSCI USA ETF | 46436E767 | $6.32M | 5 % | 117,136 | ||
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 | $6.21M | 5 % | 121,997 | ||
RAFE PIMCO EQUITY SER | RAFI ESG US | 72201T342 | $5.75M | 5 % | 150,806 | ||
ESGU ISHARES TR | ESG AWR MSCI USA | 46435G425 | $4.60M | 4 % | 33,974 | ||
DMXF ISHARES TR | ESG EAFE ETF | 46436E759 | $4.53M | 4 % | 60,866 | ||
SPHQ INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $4.40M | 4 % | 61,782 | ||
DFGR DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $3.89M | 3 % | 145,113 | ||
ESGD ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $3.66M | 3 % | 41,061 | ||
DFSE DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $3.42M | 3 % | 89,766 |
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