Ballentine Partners, LLC
All holdings · as of Mar 31, 2026
| Company | Value | % of portfolio |
|---|---|---|
| SELECT SECTOR SPDR TR | $14.34M | 0.2% |
| VANGUARD INDEX FDS | $13.80M | 0.2% |
| VANGUARD INDEX FDS | $12.44M | 0.2% |
| Mastercard Inc | $11.76M | 0.2% |
| Corteva, Inc. | $11.64M | 0.2% |
| Visa Inc | $11.62M | 0.2% |
| LAM RESEARCH CORP | $11.17M | 0.2% |
| Walmart Inc. | $10.15M | 0.1% |
| COSTCO WHOLESALE CORP /NEW | $10.02M | 0.1% |
| EXXON MOBIL CORP | $9.92M | 0.1% |
| VANGUARD INDEX FDS | $9.90M | 0.1% |
| ISHARES INC | $9.77M | 0.1% |
| Morgan Stanley | $9.77M | 0.1% |
| ISHARES GOLD TR | $8.88M | 0.1% |
| AbbVie Inc. | $8.87M | 0.1% |
| BANK OF AMERICA CORP /DE | $8.63M | 0.1% |
| DIMENSIONAL ETF TRUST | $8.57M | 0.1% |
| ASML HLDG NV | $8.19M | 0.1% |
| MCKESSON CORP | $8.18M | 0.1% |
| THE GOLDMAN SACHS GROUP, INC. | $8.11M | 0.1% |
| HOME DEPOT, INC. | $8.11M | 0.1% |
| CHEVRON CORP | $8.09M | 0.1% |
| VANGUARD BD INDEX FDS | $7.63M | 0.1% |
| ADVANCED MICRO DEVICES INC | $7.37M | 0.1% |
| AMERICAN EXPRESS CO | $7.24M | 0.1% |
| ISHARES TR | $7.24M | 0.1% |
| ISHARES TR | $7.15M | 0.1% |
| HUBSPOT INC | $7.09M | 0.1% |
| ISHARES TR | $6.93M | 0.1% |
| CISCO SYSTEMS, INC. | $6.71M | 0.1% |
| Netflix Inc | $6.69M | 0.1% |
| ISHARES TR | $6.67M | 0.1% |
| CATERPILLAR INC | $6.56M | 0.1% |
| PROCTER & GAMBLE Co | $6.38M | 0.1% |
| RTX Corp | $6.04M | 0.1% |
| Circle Internet Group, Inc.CRCL | $6.01M | 0.1% |
| MCDONALD'S CORP | $5.88M | 0.1% |
| Merck & Co., Inc. | $5.88M | 0.1% |
| HONEYWELL INTERNATIONAL INC | $5.85M | 0.1% |
| TJX Cos Inc/The | $5.76M | 0.1% |
| GENERAL ELECTRIC CO | $5.65M | 0.1% |
| APPLIED MATERIALS INC /DE | $5.58M | 0.1% |
| ISHARES TR | $5.46M | 0.1% |
| SELECT SECTOR SPDR TR | $5.43M | 0.1% |
| ISHARES TR | $5.21M | 0.1% |
| AMPHENOL CORP /DE | $4.93M | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $4.93M | 0.1% |
| TIDAL TRUST I | $4.87M | 0.1% |
| VANGUARD INDEX FDS | $4.81M | 0.1% |
| Moody's Corp | $4.77M | 0.1% |