Balanced Rock Investment Advisors LLC
Q1 2026 13F Holdings
- Locationroslindale, MA
- Num holdings
96
- Value ($000)
$142,555
- Date Filed 05/13/2026
- Form type13F-HR
- CIK 0002011851
- 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 2026 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DIMENSIONAL ETF TRUST | INTERNATIONAL | 25434V690 | $9.06M | 6 % | 213,685 | ||
MORGAN STANLEY ETF TRUST | EATON VANCE TOTA | 61774R841 | $7.82M | 6 % | 154,075 | ||
PIMCO EQUITY SER | RAFI ESG US | 72201T342 | $6.21M | 4 % | 149,184 | ||
ISHARES TR | ESG MSCI USA ETF | 46436E767 | $5.75M | 4 % | 104,099 | ||
INVESCO EXCHANGE TRADED FD T | S&P500 QUALITY | 46137V241 | $5.14M | 4 % | 68,344 | ||
ISHARES TR | ESG AWR MSCI USA | 46435G425 | $5.09M | 4 % | 35,991 | ||
ISHARES TR | ESG EAFE ETF | 46436E759 | $4.7M | 3 % | 62,331 | ||
DIMENSIONAL ETF TRUST | GLOBAL REAL EST | 25434V658 | $4.67M | 3 % | 175,769 | ||
ISHARES TR | ESG AW MSCI EAFE | 46435G516 | $4.31M | 3 % | 45,062 | ||
DIMENSIONAL ETF TRUST | EMERGING MARKETS | 25434V682 | $3.77M | 3 % | 88,905 |
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