Ballast, Inc.: 13F holdings
CIK 17304772026Q2
| Positions | 156 |
|---|---|
| Reported value | $530.2m |
| Filed | 2026-07-10 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| VB VANGUARD INDEX FDS | 184,845 | $56.0m | 10.6% |
| VO VANGUARD INDEX FDS | 616,950 | $49.7m | 9.4% |
| SPHQ INVESCO EXCHANGE TRADED FD T | 368,869 | $33.2m | 6.3% |
| VYM VANGUARD WHITEHALL FDS | 150,142 | $23.7m | 4.5% |
| RSP INVESCO EXCHANGE TRADED FD T | 99,938 | $21.3m | 4.0% |
| VEU VANGUARD INTL EQUITY INDEX F | 247,007 | $20.7m | 3.9% |
| SHY ISHARES TR | 245,825 | $20.2m | 3.8% |
| IWD ISHARES TR | 74,114 | $18.0m | 3.4% |
| IWF ISHARES TR | 120,713 | $15.0m | 2.8% |
| AAPL APPLE INC | 50,867 | $14.7m | 2.8% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="1730477")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.