Balanced Rock Investment Advisors LLC 13F Holdings
CIK 0002011851 · ROSLINDALE, MA
As of Sep 30, 2025, Balanced Rock Investment Advisors LLC reported 96 positions worth
CIK 0002011851 · ROSLINDALE, MA
As of Sep 30, 2025, Balanced Rock Investment Advisors LLC reported 96 positions worth
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|---|---|---|---|---|
| DIMENSIONAL INTERNATIONAL SUSTAINABILITY CORE 1 ETF | DFSI | — | 212,342 | $8.7M | 6.36% |
| MORGAN STANLEY ETF TRUST | — | — | 136,417 | $7.0M | 5.13% |
| PIMCO EQUITY SER | — | — | 152,061 | $6.2M | 4.52% |
| ISHARES ESG ADVANCED MSCI USA ETF | USXF | — | 107,818 | $6.2M | 4.52% |
| ISHARES ESG AWARE MSCI USA ETF | ESGU | — | 33,556 | $4.9M | 3.57% |
| INVESCO S&P 500 QUALITY ETF | SPHQ | — | 64,193 | $4.7M | 3.44% |
| ISHARES ESG ADVANCED MSCI EAFE ETF | DMXF | — | 61,667 | $4.7M | 3.41% |
| DIMENSIONAL GLOBAL REAL ESTATE ETF | DFGR | — | 156,992 | $4.3M | 3.13% |
| ISHARES ESG AWARE MSCI EAFE ETF | ESGD | — | 42,764 | $4.0M | 2.91% |
| DIMENSIONAL EMERGING MARKETS SUSTAINABILITY CORE 1 ETF | DFSE | — | 87,655 | $3.6M | 2.63% |
| VANGUARD ESG INTERNATIONAL STOCK ETF | VSGX | — | 46,576 | $3.2M | 2.36% |
| ISHARES ESG ADVANCED HIGH YIELD CORPORATE BOND ETF | HYXF | — | 66,728 | $3.2M | 2.32% |
| ISHARES ESG ADVANCED TOTAL USD BOND MARKET ETF | EUSB | — | 70,136 | $3.1M | 2.25% |
| PIMCO 15+ YEAR US TIPS INDEX EXCHANGE-TRADED FUND | LTPZ | — | 56,116 | $3.0M | 2.19% |
| VANGUARD MUN BD FDS | VCRM | — | 39,290 | $3.0M | 2.16% |
| ISHARES ESG AWARE US AGGREGATE BOND ETF | EAGG | — | 56,097 | $2.7M | 1.97% |
| NUVEEN ESG LARGE-CAP VALUE ETF | NULV | — | 58,985 | $2.6M | 1.89% |
| MANAGER DIRECTED PORTFOLIOS | — | — | 240,492 | $2.6M | 1.87% |
| VANGUARD LARGE-CAP INDEX FUND | VV | — | 7,792 | $2.4M | 1.75% |
| DIMENSIONAL ETF TRUST | DFIP | — | 56,274 | $2.4M | 1.74% |
| J P MORGAN EXCHANGE TRADED F | — | — | 48,707 | $2.4M | 1.74% |
| VANGUARD CHARLOTTE FUNDS | BNDX | — | 47,443 | $2.3M | 1.72% |
| VANGUARD SHORT-TERM INFLATION-PROTECTED SECURITIES INDEX FUND | VTIP | — | 43,945 | $2.2M | 1.63% |
| VANGUARD WHITEHALL FUNDS | VWOB | — | 32,930 | $2.2M | 1.61% |
| ISHARES TR | EMXF | — | 44,613 | $2.0M | 1.48% |