StockDriftsStockDriftsTop 50 Balanced Rock Investment Advisors LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFSI | DIMENSIONAL ETF TRUST | 6.36% | 213.7K | $9.1M | -0.63%(-1.35K) | $34.62(+30.46%) | 2026-03-31 | |
| EVTR | MORGAN STANLEY ETF TRUST | 5.49% | 154.1K | $7.8M | +4.83%(+7.10K) | $50.90(-0.39%) | 2026-03-31 | |
| RAFE | PIMCO EQUITY SER | 4.35% | 149.2K | $6.2M | +0.99%(+1.46K) | $32.87(+39.08%) | 2026-03-31 | |
| USXF | ISHARES TR | 4.03% | 104.1K | $5.7M | +1.47%(+1.51K) | $41.60(+61.99%) | 2026-03-31 | |
| SPHQ | INVESCO EXCHANGE TRADED FD T | 3.6% | 68.3K | $5.1M | +3.13%(+2.08K) | $69.00(+20.57%) | 2026-03-31 | |
| ESGU | ISHARES TR | 3.57% | 36.0K | $5.1M | +1.43%(+509) | $112.52(+44.71%) | 2026-03-31 | |
| DMXF | ISHARES TR | 3.3% | 62.3K | $4.7M | +0.49%(+307) | $61.30(+33.87%) | 2026-03-31 | |
| DFGR | DIMENSIONAL ETF TRUST | 3.28% | 175.8K | $4.7M | +2.67%(+4.57K) | $26.89(+6.70%) | 2026-03-31 | |
| ESGD | ISHARES TR | 3.02% | 45.1K | $4.3M | +0.21%(+95) | $74.80(+36.47%) | 2026-03-31 | |
| DFSE | DIMENSIONAL ETF TRUST | 2.64% | 88.9K | $3.8M | -0.79%(-704) | $34.45(+42.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +7.37% | +23.79% |
| Top 20 Holdings Unweighted | +7.37% | +23.78% |
Sign up free to track Balanced Rock Investment Advisors LLC, compare funds side by side, and get alerts the moment positions change.