Ballast Financial Advisors LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ELI LILLY & Co | $322.4K | 0.3% |
| TJX Cos Inc/The | $311.8K | 0.3% |
| VANGUARD INTL EQUITY INDEX F | $310.9K | 0.3% |
| MICROSOFT CORP | $303.2K | 0.3% |
| Super Micro Computer, Inc. | $292.7K | 0.3% |
| DIMENSIONAL ETF TRUST | $290.3K | 0.3% |
| NUSCALE POWER Corp | $286.2K | 0.3% |
| JPMORGAN CHASE & CO | $270.8K | 0.3% |
| SCHWAB STRATEGIC TR | $270.7K | 0.3% |
| BANK OF AMERICA CORP /DE | $263.1K | 0.3% |
| VANGUARD INDEX FDS | $260.3K | 0.3% |
| SPDR INDEX SHS FDS | $252.3K | 0.3% |
| Nano Nuclear Energy Inc.NNE | $240.1K | 0.2% |
| SPDR INDEX SHS FDS | $239.1K | 0.2% |
| RBB FD INC | $229.2K | 0.2% |
| VANGUARD STAR FDS | $226.9K | 0.2% |
| SELECT SECTOR SPDR TR | $225.3K | 0.2% |
| SCHWAB STRATEGIC TR | $223.8K | 0.2% |
| GRAYSCALE BITCOIN MINI TR ET | $213.6K | 0.2% |
| DIMENSIONAL ETF TRUST | $202.9K | 0.2% |