Balanced Rock Investment Advisors LLC - Portfolio overview

Balanced Rock Investment Advisors LLC has 102 reported holdings in this dataset, with the latest filing dated 2026-05-13.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Technology and Financial Services.

Largest reported holdings by portfolio allocation

1. DFSI - DIMENSIONAL ETF TRUST, 6.27%
2. EVTR - MORGAN STANLEY ETF TRUST, 5.41%
3. RAFE - PIMCO EQUITY SER, 4.30%

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

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