BR

Balanced Rock Investment Advisors LLC

13F
Balanced Rock Investment Advisors LLC
Last update 2025-05-12 89 Stocks (2 new)
Value $125.00 Mil Turnover 2 %
Countries:
Top Holdings: EUSB(7.29%)USXF(6.97%)EAGG(6.37%)VTEB(5.61%)DFSI(5.59%)
Summary Stock Picks Current Portfolio
Balanced Rock Investment Advis... Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
EUSB 		iShares ESG Advanced Total USD Bond Market ETF
211,135
9,146.4
-8.25%
7.290
-0.64%
1.330
+0.02%
+2.20%
705.1
 
USXF 		iShares ESG Advanced MSCI USA ETF
187,421
8,747.0
+2.06%
6.970
+0.14%
0.740
+9.43%
+4.81%
1,185.5
 
EAGG 		iShares ESG Aware U.S. Aggregate Bond ETF
168,426
7,996.9
+5.19%
6.370
+0.31%
0.210
-0.26%
+2.08%
3,810.7
 
VTEB 		Vanguard Tax-Exempt Bond ETF
141,941
7,043.1
-2.52%
5.610
-0.15%
0.020
-2.14%
-1.70%
35,638.3
 
DFSI 		Dimensional International Sustainability Core 1 ETF
201,059
7,014.9
+1.61%
5.590
+0.09%
1.090
+9.58%
+19.32%
723.4
 
DMXF 		iShares ESG Advanced MSCI EAFE ETF
65,256
4,394.3
-9.54%
3.500
-0.35%
0.590
+7.56%
+15.12%
818.3
 
VWOB 		Vanguard Emerging Markets Government Bond ETF
66,613
4,276.6
-1.05%
3.410
-0.04%
0.080
+1.10%
+4.01%
4,810.0
 
RAFE 		Pimco Rafi ESG U.S. ETF
110,328
4,008.2
-0.50%
3.200
-0.02%
4.900
+0.44%
+2.12%
86.8
 
ESGD 		iShares MSCI EAFE ESG Select ETF
40,307
3,292.7
+2.23%
2.620
+0.06%
0.040
+7.36%
+17.60%
9,724.1
 
VGSR 		Vert Global Sustainable Real Estate ETF
319,964
3,244.4
-1.13%
2.590
-0.03%
0.760
+3.76%
+4.89%
416.7
 

Balanced Rock Investment Advisors LLC's Historical Top Holdings Breakdowns

Balanced Rock Investment Advisors LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
EUSB 		iShares ESG Advanced Total USD Bond Market ETF2025-03-31Reduce
-0.64%
●
42.09 ($42.87) 43.45
$42.73
-0.33%
Reduce -8.25%
211,135
-18,997
SUSA 		MSCI USA ESG Select ETF2025-03-31Reduce
-0.51%
●
113.22 ($121.24) 126.36
$123.95
2.24%
Reduce -66.22%
2,690
-5,274
DMXF 		iShares ESG Advanced MSCI EAFE ETF2025-03-31Reduce
-0.35%
●
63.91 ($67.78) 70.18
$74.25
9.55%
Reduce -9.54%
65,256
-6,879
EAGG 		iShares ESG Aware U.S. Aggregate Bond ETF2025-03-31Add
+0.31%
●
45.92 ($46.87) 47.58
$46.64
-0.49%
Add 5.19%
168,426
8,310
SPY 		SPDR S&P 500 ETF Trust2025-03-31Add
+0.22%
●
551.42 ($587.78) 612.93
$599.14
1.93%
Add 130.35%
850
481
WPP 		WPP PLC2025-03-31Sold Out
-0.21%
●
37.96 ($44.51) 51.07
$37.78
-15.12%
Sold Out
0
-5,110
QQQ 		INVESCO QQQ Trust2025-03-31New Buy
+0.20%
●
468.34 ($508.07) 539.52
$529.92
4.30%
New holding
532
532
T 		AT&T Inc2025-03-31New Buy
+0.19%
●
21.56 ($25.15) 28.28
$28.08
11.65%
New holding
8,488
8,488
EMXF 		iShares ESG Advanced MSCI EM ETF2025-03-31Reduce
-0.18%
●
36.46 ($38.3) 39.46
$41.64
8.72%
Reduce -9.43%
57,214
-5,954
SCHV 		Schwab U.S. Large-Cap Value ETF2025-03-31Sold Out
-0.17%
●
25.77 ($26.84) 27.6
$27.11
1.01%
Sold Out
0
-8,273

Balanced Rock Investment Advisors LLC Total Holding History ($B)

To

Balanced Rock Investment Advisors LLC's Asset Allocation

To

Balanced Rock Investment Advisors LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

Balanced Rock Investment Advisors LLC's Hypothetical Growth since 2025-03-31

Balanced Rock Investment Advisors LLC's Yearly Returns

Year Portfolio % % Excess Gain %

Balanced Rock Investment Advisors LLC's Holdings Heat Map

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Balanced Rock Investment Advisors LLC's Holdings Bubble Chart

Balanced Rock Investment Advisors LLC News

  • 1

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