Ballast Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| VANGUARD INDEX FDS | $1.07M | 1.1% |
| SCHWAB STRATEGIC TR | $1.27M | 1.3% |
| GRAYSCALE BITCOIN TRUST ETF | $1.31M | 1.3% |
| FIDELITY MERRIMACK STR TR | $1.44M | 1.5% |
| SCHWAB STRATEGIC TR | $1.54M | 1.6% |
| VANGUARD BD INDEX FDS | $1.63M | 1.7% |
| DIMENSIONAL ETF TRUST | $1.71M | 1.8% |
| DIMENSIONAL ETF TRUST | $1.72M | 1.8% |
| VANGUARD SPECIALIZED FUNDS | $2.17M | 2.2% |
| VANGUARD INDEX FDS | $2.23M | 2.3% |
| VANGUARD INDEX FDS | $2.35M | 2.4% |
| SCHWAB STRATEGIC TR | $2.41M | 2.5% |
| SCHWAB STRATEGIC TR | $3.34M | 3.4% |
| J P MORGAN EXCHANGE TRADED F | $3.56M | 3.7% |
| AMERICAN CENTY ETF TR | $3.93M | 4.0% |
| AMERICAN CENTY ETF TR | $4.07M | 4.2% |
| SCHWAB STRATEGIC TR | $5.52M | 5.7% |
| ISHARES TR | $10.39M | 10.7% |
| SCHWAB STRATEGIC TR | $10.56M | 10.9% |
| SCHWAB STRATEGIC TR | $11.18M | 11.5% |