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  Name: Ballentine Capital Advisors Inc
  City: GREENVILLE
  State: SC
  Zip: 29615
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $181,966,000
  Total Value Change : $11,799,000
  Securities Held Change : 1
   
All Securities Held : 31
  New Positions : 2
  Closed Positions : 1
  Increased Positions : 13
  Unchanged Positions : 8
  Decreased Positions : 8

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Holdings Found : 13     View All Holdings Currently Viewing:  Increased Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 1 - $31.88 $46,796,000 1,470,645 25.72% 4,079,000 36,701 0.163    N/A
   (VEA)1 Year Chart         VEA Vanguard Europe Pacific ETF 2 - $49.56 $22,873,000 457,727 12.57% 1,704,000 12,440 0.02    Closed - End Fund - F...
   (BIV)1 Year Chart         BIV Vanguard Intermediate-Term ... 3 - $74.40 $22,354,000 299,493 12.28% 5,189,000 73,215 0.186    Closed - End Fund - Debt
   (VOO)1 Year Chart         VOO Vanguard S&P 500 Etf 4 - $484.62 $15,544,000 32,378 8.54% 1,111,000 607 0.004    Closed - End Fund - E...
   (BNDX)1 Year Chart         BNDX Vanguard Total Internationa... 5 - $48.46 $12,474,000 255,197 6.86% 384,000 7,760 0.028    N/A
   (DFEM)1 Year Chart         DFEM Dfa Dimensional Emerging Ma... 6 - $0.00 $12,389,000 484,325 6.81% 1,088,000 16,937 0.468    N/A
   (DFIS)1 Year Chart         DFIS Dfa Dimensional Internation... 7 - $0.00 $11,310,000 452,782 6.22% 944,000 15,034 0.503    N/A
   (CSJ)1 Year Chart         CSJ iShares Barclays 1-3 Year C... 8 - $51.14 $8,506,000 166,821 4.67% 116,000 3,047 0.02    Closed - End Fund - E...
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 9 - $0.00 $7,256,000 243,398 3.99% 641,000 8,244 0.27    N/A
   (AVDV)1 Year Chart         AVDV Avantis International Small... 11 - $0.00 $3,955,000 60,375 2.17% 387,000 2,038 0.038    N/A
   (VWO)1 Year Chart         VWO Vanguard Emerging Markets S... 21 - $43.08 $381,000 9,076 0.21% 36,000 363 0    Closed - End Fund - E...
   (SCHC)1 Year Chart         SCHC Schwab International Small-... 26 - $36.61 $240,000 6,727 0.13% 24,000 339 0.007    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 27 - $81.24 $236,000 2,881 0.13% 20,000 151 0.007    Closed - End Fund - E...
      13 Records Found
  1    
Page 1 of 1
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