Ballentine Partners, LLC
All holdings · as of Mar 31, 2026
| Company | Value ↓ | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.78B | 24.8% |
| ISHARES TR | $603.21M | 8.4% |
| iShares MSCI UAE ETF | $453.67M | 6.3% |
| VANGUARD TAX-MANAGED FDS | $321.53M | 4.5% |
| ISHARES INC | $297.93M | 4.1% |
| ISHARES TR | $240.97M | 3.4% |
| iShares MSCI UAE ETF | $162.15M | 2.3% |
| VANGUARD INTL EQUITY INDEX F | $153.07M | 2.1% |
| STATE STR SPDR S&P 500 ETF T | $148.19M | 2.1% |
| VANGUARD INDEX FDS | $138.25M | 1.9% |
| VANGUARD INDEX FDS | $113.75M | 1.6% |
| Apple Inc. | $99.28M | 1.4% |
| NVIDIA Corp | $86.71M | 1.2% |
| SCHWAB STRATEGIC TR | $81.77M | 1.1% |
| ISHARES TR | $79.31M | 1.1% |
| MICROSOFT CORP | $76.33M | 1.1% |
| ISHARES TR | $73.60M | 1.0% |
| VANGUARD INTL EQUITY INDEX F | $70.28M | 1.0% |
| FIRST MID BANCSHARES, INC. | $68.89M | 1.0% |
| VANGUARD INDEX FDS | $68.26M | 1.0% |
| NU HLDGS LTD | $67.09M | 0.9% |
| ISHARES TR | $51.52M | 0.7% |
| Alphabet Inc. | $51.15M | 0.7% |
| ISHARES TR | $43.07M | 0.6% |
| Amazon.com Inc | $42.55M | 0.6% |
| SPDR INDEX SHS FDS | $40.71M | 0.6% |
| VANGUARD INTL EQUITY INDEX F | $39.85M | 0.6% |
| VANGUARD SPECIALIZED FUNDS | $39.83M | 0.6% |
| ISHARES TR | $38.11M | 0.5% |
| Alphabet Inc. | $35.04M | 0.5% |
| Meta Platforms Inc | $32.87M | 0.5% |
| Broadcom Inc. | $30.62M | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $29.26M | 0.4% |
| JPMORGAN CHASE & CO | $28.63M | 0.4% |
| GOLDMAN SACHS ETF TR | $28.33M | 0.4% |
| ISHARES TR | $24.02M | 0.3% |
| SPDR INDEX SHS FDS | $22.86M | 0.3% |
| ISHARES TR | $22.75M | 0.3% |
| SCHWAB STRATEGIC TR | $21.44M | 0.3% |
| Warren E. Buffett | $21.37M | 0.3% |
| MICRON TECHNOLOGY INC | $20.93M | 0.3% |
| INVESCO QQQ TR | $20.35M | 0.3% |
| VANGUARD INDEX FDS | $19.90M | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $19.13M | 0.3% |
| ELI LILLY & Co | $18.28M | 0.3% |
| Tesla Inc | $17.15M | 0.2% |
| ISHARES TR | $16.44M | 0.2% |
| SPDR GOLD TR | $15.91M | 0.2% |
| JOHNSON & JOHNSON | $14.54M | 0.2% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $14.37M | 0.2% |