Ballentine Partners, LLC
CIK Number: 0001374889
5.77B
Market Value
869
# of Holdings
15 months
Avg. Holding Period
33.72%
Win Rate
29.54%
Peformance 3-Years
Main Sectors:
Top Industries:
| Rank | Symbol | Name | Price | % Change | Shares | % Change Shares | Market Value | Avg. Price Paid | % Weight |
|---|---|---|---|---|---|---|---|---|---|
| 1 | VTI | Vanguard Total ... | 274.61 | +0.66% | 5.89M | -0.48% | 1.71B | 154.53 | 29.26% |
| 2 | ITOT | iShares Core S&... | 121.87 | +0.73% | 3.52M | +0.21% | 452.38M | 81.21 | 7.75% |
| 3 | IEFA | iShares Core MS... | 78.52 | -0.25% | 5.97M | +0.13% | 419.35M | 64.65 | 7.19% |
| 4 | IVV | iShares Core S&... | 561.31 | +0.60% | 372.16K | -0.89% | 219.09M | 207.37 | 3.75% |
| 5 | IEMG | iShares Core MS... | 54.15 | -0.04% | 4.17M | -0.33% | 217.77M | 50 | 3.73% |
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