account_balance
Investment manager · 13F filer · SEC CIK 2011580
Ballentine Capital Advisors, Inc
Reported value$266Mas of Sep 30, 2026
Positions26 1 new, 1 sold out
Top 10 weight92.5%DFAC alone is 26%
FiledOct 1414 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
DFACDimensional ETF Trust
26.0%
VEAVanguard Tax-Managed FDS
13.3%
BIVVanguard Bd Index FDS
11.3%Added +2%
VOOVanguard Index FDS
8.4%
DFEMDimensional ETF Trust
7.8%
DFISDimensional ETF Trust
6.7%
BNDXVanguard Charlotte FDS
6.6%
IGSBiShares Tr
4.4%
DFSVDfa Invt Dimensions Group In
4.3%+2%
DFASDimensional ETF Trust
3.9%
AVDVAmerican Centy ETF Tr
2.6%+5%
JPST1.4%
DFACDimensional ETF Trust
26.0%
VEAVanguard Tax-Managed FDS
13.3%
BIVVanguard Bd Index FDS
11.3%+2%
VOOVanguard Index FDS
8.4%
DFEMDimensional ETF Trust
7.8%
DFISDimensional ETF Trust
6.7%
BNDXVanguard Charlotte FDS
6.6%
IGSB4.4%
DFSV
DFAS
AVDV2.6%
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
DFAC Dimensional ETF Trust 26.0% Held
VEA Vanguard Tax-Managed FDS 13.3% Held
BIV Vanguard Bd Index FDS 11.3% Added +2%
VOO Vanguard Index FDS 8.4% Held
DFEM Dimensional ETF Trust 7.8% Held
DFIS Dimensional ETF Trust 6.7% Held
BNDX Vanguard Charlotte FDS 6.6% Held
IGSB iShares Tr 4.4% Held
DFSV Dfa Invt Dimensions Group In 4.3% Added +2%
DFAS Dimensional ETF Trust 3.9% Held
AVDV American Centy ETF Tr 2.6% Added +5%
JPST J P Morgan Exchange Traded F 1.4% Added +8%
What changed
Biggest moves since Jun 30, 2026
add_circleNew
- SCHC $205K
arrow_upwardAdded
- IJR +9%
- JPST +8%
- AVDV +5%
- DFSV +2%
arrow_downwardTrimmed
None
remove_circleSold out
- VB $211K
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