SEC Form 13F

Balanced Rock Investment Advisors LLC 13F Holdings

Report period2026-06-30
Publicly available2026-08-18
Reported value$160,321,056
Positions102

Largest disclosed positions

IssuerTickerClassReported valueReported amount
DIMENSIONAL ETF TRUSTDFSIINTERNATIONAL$9,950,142220,624
MORGAN STANLEY ETF TRUSTEVTREATO VANC BD ETF$8,578,915169,176
PIMCO EQUITY SERRAFERAFI ESG US$7,316,252152,855
ISHARES TRUSXFESG MSCI USA ETF$6,763,35897,385
INVESCO EXCHANGE TRADED FD TSPHQS&P500 QUALITY$6,073,91167,413
ISHARES TRESGUESG AWR MSCI USA$5,883,65135,948
ISHARES TRDMXFESG EAFE ETF$5,328,70062,987
DIMENSIONAL ETF TRUSTDFGRGLOBAL REAL EST$5,079,600175,340
VANGUARD SCOTTSDALE FDSVGLTLONG TERM TREAS$4,723,79885,607
ISHARES TRESGDESG AW MSCI EAFE$4,518,55743,951

Public filing evidence only. NexusTrade's simulated follower strategies are hypothetical, modeled results — not live trading returns and not investment advice.

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