Ballentine Capital Advisors, Inc - Portfolio overview

Ballentine Capital Advisors, Inc has 27 reported holdings in this dataset, with the latest filing dated 2026-04-17.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology.

Largest reported holdings by portfolio allocation

1. DFAC - DIMENSIONAL ETF TRUST, 25.18%
2. VEA - VANGUARD TAX-MANAGED FDS, 13.52%
3. BIV - VANGUARD BD INDEX FDS, 11.66%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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