StockDriftsStockDriftsTop 27 Ballentine Capital Advisors, Inc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DFAC | DIMENSIONAL ETF TRUST | 25.18% | 1.57M | $60.8M | +1.01%(+15.61K) | $28.40(+50.33%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 13.52% | 509.7K | $32.7M | -0.08%(-391) | $46.58(+48.08%) | 2026-03-31 | |
| BIV | VANGUARD BD INDEX FDS | 11.66% | 365.0K | $28.2M | +3.36%(+11.86K) | $75.11(+2.11%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 8.06% | 32.6K | $19.5M | +0.79%(+255) | $422.82(+57.35%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 7.78% | 543.8K | $18.8M | +0.21%(+1.16K) | $24.59(+61.20%) | 2026-03-31 | |
| DFIS | DIMENSIONAL ETF TRUST | 6.87% | 493.0K | $16.6M | -0.44%(-2.16K) | $23.41(+51.88%) | 2026-03-31 | |
| BNDX | VANGUARD CHARLOTTE FDS | 6.65% | 334.3K | $16.1M | +3.16%(+10.22K) | $48.70(-1.66%) | 2026-03-31 | |
| IGSB | ISHARES TR | 4.45% | 204.6K | $10.8M | +2.92%(+5.81K) | $50.94(+2.79%) | 2026-03-31 | |
| DFSV | DIMENSIONAL ETF TRUST | 4.28% | 294.8K | $10.3M | +2.26%(+6.52K) | $27.95(+34.79%) | 2026-03-31 | |
| DFAS | DIMENSIONAL ETF TRUST | 3.83% | 130.2K | $9.3M | +2.51%(+3.18K) | $61.77(+25.90%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +13.16% | +44.90% |
| Top 20 Holdings Unweighted | +11.30% | +37.88% |
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