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| Name: |
Balanced Rock Investment Advisor |
| City: |
ROSLINDALE |
| State: |
MA |
| Zip: |
02131 |
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data |
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| Holdings
Found :
7 |
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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 |
|
LTPZ |
Pimco ETF Trust |
21 |
New |
$53.05 |
$1,572,000 |
28,297 |
1.34% |
1,572,000 |
28,297 |
0.412 |
N/A |
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MGK |
Vanguard Mega Cap 300 Gr In... |
23 |
New |
$277.92 |
$1,501,000 |
5,236 |
1.28% |
1,501,000 |
5,236 |
0.01 |
Closed - End Fund - E... |
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VUG |
Vanguard Growth VIPERS |
51 |
New |
$356.12 |
$492,000 |
1,428 |
0.42% |
492,000 |
1,428 |
0.001 |
Closed - End Fund - E... |
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BEPC |
Brookfield Renewable Corp |
64 |
New |
$30.62 |
$360,000 |
14,656 |
0.31% |
360,000 |
14,656 |
0.009 |
N/A |
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PFXF |
Market Vectors Preferred Se... |
72 |
New |
$17.25 |
$304,000 |
17,209 |
0.26% |
304,000 |
17,209 |
0.043 |
N/A |
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FALN |
Ishares Fallen Angels Usd Bond |
83 |
New |
$0.00 |
$220,000 |
8,194 |
0.19% |
220,000 |
8,194 |
0.005 |
N/A |
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HYDB |
Ishares Edge High Yield Def... |
84 |
New |
$0.00 |
$219,000 |
4,690 |
0.19% |
219,000 |
4,690 |
0.052 |
N/A |
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