Balanced Rock Investment Advisors LLC

13F Portfolio Filings

Most recent 13F
Q3 2024
Location
Roslindale, MA
CIK
0002011851
Alternate names
Balanced Rock Investment Advisor
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q3 2024 88 127,544 EUSB, USXF, DMXF, EAGG 13F-HR 11/13/2024 000201185124000005
Q2 2024 89 118,928 USXF, EUSB, DMXF, EAGG 13F-HR 7/31/2024 000201185124000004
Q1 2024 88 117,208 EUSB, USXF, VTEB, DMXF 13F-HR 5/13/2024 000201185124000003
Q4 2023 93 112,578 EUSB, VTEB, DMXF, EAGG 13F-HR 2/13/2024 000201185124000001