account_balance
Investment manager · 13F filer · SEC CIK 1730477
Ballast, Inc.
Reported value$536Mas of Sep 30, 2026
Positions166 13 new, 3 sold out
Top 10 weight52.5%VB alone is 10%
FiledOct 2020 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VBVanguard Index FDS
10.0%Added +2%
VOVanguard Index FDS
9.3%Added +4%
SPHQInvesco Exchange Traded Fd T
6.1%Added +5%
SHYiShares Tr
5.8%Added +55%
RSPInvesco Exchange Traded Fd T
4.3%Added +11%
VYMVanguard Whitehall FDS
4.1%Trimmed −5%
VEUVanguard Intl Equity Index F
3.9%
IWDiShares Tr
3.2%Trimmed −5%
AAPLApple Inc.
3.2%
SPLVInvesco Exch Traded Fd Tr II
2.5%
PFFiShares Tr
2.4%−3%
IWFiShares Tr
2.4%−16%
VBVanguard Index FDS
10.0%Added +2%
VOVanguard Index FDS
9.3%Added +4%
SPHQInvesco Exchange Traded Fd T
6.1%
SHYiShares Tr
5.8%
RSPInvesco Exchange Traded Fd T
4.3%+11%
VYMVanguard Whitehall FDS
4.1%
VEUVanguard Intl Equity Index F
3.9%
IWDiShares Tr
3.2%
SPLV
PFF2.4%
IWF2.4%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VB Vanguard Index FDS 10.0% Added +2%
VO Vanguard Index FDS 9.3% Added +4%
SPHQ Invesco Exchange Traded Fd T 6.1% Added +5%
SHY iShares Tr 5.8% Added +55%
RSP Invesco Exchange Traded Fd T 4.3% Added +11%
VYM Vanguard Whitehall FDS 4.1% Trimmed −5%
VEU Vanguard Intl Equity Index F 3.9% Held
IWD iShares Tr 3.2% Trimmed −5%
AAPL Apple Inc. 3.2% HeldSPLV Invesco Exch Traded Fd Tr II 2.5% Added +9%
PFF iShares Tr 2.4% Trimmed −3%
IWF iShares Tr 2.4% Trimmed −16%
What changed
Biggest moves since Jun 30, 2026
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