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FLEXSHARES TR MORNSTAR usmkt shares owned by Ballentine Capital Advisors

Quarter-by-quarter ownership of FLEXSHARES TR MORNSTAR usmkt (TILT) shares owned by Ballentine Capital Advisors from 13F filings

Historical chart of Ballentine Capital Advisors investment in FLEXSHARES TR MORNSTAR usmkt

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All positions including FLEXSHARES TR MORNSTAR usmkt held by Ballentine Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in FLEXSHARES TR MORNSTAR usmkt by Ballentine Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.7M 15k 186.16

More positions owned by Ballentine Capital Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Malvern Fds Strm Infproidx (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Flexshares Tr Mornstar Usmkt (TILT)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for Ballentine Capital Advisors

Top funds holding FLEXSHARES TR MORNSTAR usmkt

Captrust Financial Advisors
SageView Advisory Group
Commonwealth Equity Services
Efficient Advisors
RVW Wealth
Royal Bank of Canada
Strategic Blueprint
Cambridge Investment Research Advisors
Wealthstream Advisors
Wells Fargo & Company
Ballentine Capital Advisors
UBS Group
Goldstein Advisors
CI Private Wealth
Amg National Trust Bank

View all funds holding FLEXSHARES TR MORNSTAR usmkt