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| Name: |
Ballentine Capital Advisors Inc |
| City: |
GREENVILLE |
| State: |
SC |
| Zip: |
29615 |
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data |
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| Holdings
Found :
8 |
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Unchanged Positions |
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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 |
|
MUB |
iShares S&P National Munici... |
15 |
- |
$106.61 |
$893,000 |
8,340 |
0.49% |
-7,000 |
0 |
0.001 |
Closed - End Fund - E... |
|
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SUB |
iShares S&P S/T Natnl AMT-F... |
19 |
- |
$104.63 |
$495,000 |
4,736 |
0.27% |
-2,000 |
0 |
0.005 |
Closed - End Fund - Debt |
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IVV |
iShares Core S&P 500 Etf |
22 |
- |
$532.13 |
$371,000 |
706 |
0.2% |
20,000 |
0 |
0 |
Closed - End Fund - E... |
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VV |
Vanguard Large Cap VIPERS |
23 |
- |
$243.09 |
$348,000 |
1,451 |
0.19% |
18,000 |
0 |
0.001 |
Closed - End Fund - E... |
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EFA |
iShares TR MSCI EAFE Indx FD |
24 |
- |
$81.64 |
$267,000 |
3,364 |
0.15% |
14,000 |
0 |
0 |
Closed - End Fund - E... |
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VO |
Vanguard Mid Cap VIPERS |
25 |
- |
$248.71 |
$263,000 |
1,058 |
0.14% |
17,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VB |
Vanguard Small Cap VIPERS |
29 |
- |
$225.56 |
$225,000 |
995 |
0.12% |
16,000 |
0 |
0.001 |
Closed - End Fund - E... |
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VGSH |
Vanguard Scottsdale Funds |
30 |
- |
$57.83 |
$205,000 |
3,542 |
0.11% |
-1,000 |
0 |
0 |
Closed - End Fund - Debt |
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