Fund HoldingsBallentine Partners, LLC

Total Portfolio Value
$4.36B
Total Bought
$375.13M
Total Sold
$122.21M
Net Transaction
+$252.92M
Filing Period:
Securities
SharesValue ($K)
Q1 2023
Q2 2023
Change
Q1 2023
Q2 2023
Weight (%)
Change
VANGUARD INDEX FDS5,691,8035,840,510+148,7071,161,6971,286,54829.53%+124,851
VANGUARD INDEX FDS365,6511,028,562+662,91130,36485,9471.97%+55,583
ISHARES TR3,166,4923,154,611-11,881286,726308,6477.08%+21,921
VANGUARD INTL EQUITY INDEX F598,5941,148,335+549,74124,28546,1521.06%+21,867
VANGUARD TAX-MANAGED FDS3,811,3854,129,274+317,889172,160190,6904.38%+18,530
ISHARES TR
CORE MSCI EAFE
4,774,5114,968,263+193,752319,176335,3587.70%+16,182
ISHARES TR408,894409,198+304168,088182,3844.19%+14,296
VANGUARD INTL EQUITY INDEX F2,564,2162,842,560+278,344103,594115,6352.65%+12,041
ISHARES INC
CORE MSCI EMKT
3,932,6034,060,774+128,171191,872200,1564.59%+8,284
MICROSOFT CORP(MSFT)134,413136,459+2,04638,75146,4701.07%+7,719
SPDR S&P 500 ETF TR(SPY)221,395221,095-30090,63798,0072.25%+7,371
APPLE INC(AAPL)289,139282,325-6,81447,67954,7631.26%+7,084
VANGUARD INDEX FDS404,227403,964-26375,51481,8921.88%+6,378
META PLATFORMS INC(META)53,75555,149+1,39411,39315,8270.36%+4,434
NVIDIA CORPORATION(NVDA)26,44827,600+1,1527,34611,6750.27%+4,329
ISHARES TR234,674234,231-44352,85657,0921.31%+4,236
AMAZON COM INC(AMZN)104,948112,116+7,16810,84014,6150.34%+3,775
SCHWAB STRATEGIC TR1,123,6031,111,984-11,61953,76457,4901.32%+3,725
JOHNSON & JOHNSON(JNJ)35,72850,637+14,9095,5388,3810.19%+2,844
VANGUARD INDEX FDS112,584110,562-2,02242,34045,0301.03%+2,690
ALPHABET INC(GOOG)122,693128,378+5,68512,72715,3670.35%+2,640
ISHARES TR175,364171,593-3,77141,28343,6671.00%+2,384
VANGUARD INDEX FDS37,59947,499+9,9007,1279,4470.22%+2,320
UNITEDHEALTH GROUP INC(UNH)12,93817,215+4,2776,1148,2740.19%+2,160
ISHARES TR180,433180,843+41045,13747,2871.09%+2,150
ISHARES TR62,71762,717015,32417,2590.40%+1,935
LILLY ELI & CO(LLY)11,72012,352+6324,0255,7930.13%+1,768
ALPHABET INC(GOOG)84,33884,814+4768,77110,2600.24%+1,489
BERKSHIRE HATHAWAY INC DEL32,23533,473+1,2389,95311,4140.26%+1,461
TESLA INC(TSLA)33,33631,829-1,5076,9168,3320.19%+1,416
BROADCOM INC(AVGO)04,387+4,38703,8050.09%+3,805
JPMORGAN CHASE & CO(JPM)61,80863,959+2,1518,0549,3020.21%+1,248
DANAHER CORPORATION(DHR)13,39918,370+4,9713,3774,4090.10%+1,032
VANGUARD INDEX FDS63,77365,748+1,97513,45114,4750.33%+1,024
ISHARES TR401,627410,031+8,40428,72429,7270.68%+1,003
EA SERIES TRUST
BRID OMN SMA ETF
050,537+50,53709010.02%+901
INVESCO QQQ TR41,51638,410-3,10613,32414,1900.33%+866
VANGUARD SPECIALIZED FUNDS207,743202,242-5,50131,99432,8500.75%+856
MASTERCARD INCORPORATED(MA)13,65314,635+9824,9625,7560.13%+794
TAIWAN SEMICONDUCTOR MFG LTD(TSM)020,450+20,45002,0640.05%+2,064
VISA INC(V)21,92724,075+2,1484,9445,7170.13%+774
MCKESSON CORP(MCK)12,46912,168-3014,4405,2000.12%+760
ACCENTURE PLC IRELAND
SHS CLASS A
12,67214,092+1,4203,6224,3490.10%+727
VERISK ANALYTICS INC(VRSK)07,106+7,10601,6060.04%+1,606
SPDR INDEX SHS FDS
ST STR PO EX ETF
901,036910,106+9,07028,94129,6150.68%+674
PFIZER INC(PFE)81,342107,179+25,8373,3193,9310.09%+613
DOMINION ENERGY INC(D)011,825+11,82506120.01%+612
SELECT SECTOR SPDR TR
ST STR REAL ETF
015,864+15,86405980.01%+598
ADVANCED MICRO DEVICES INC(AMD)024,074+24,07402,7420.06%+2,742
OWENS CORNING NEW(OC)06,103+6,10307960.02%+796
VANGUARD INTL EQUITY INDEX F194,142201,423+7,28110,38110,9590.25%+579
DTE ENERGY CO(DTB)05,180+5,18005700.01%+570
WASTE MGMT INC DEL(WM)010,059+10,05901,7440.04%+1,744
HUNTINGTON INGALLS INDS INC(HII)02,464+2,46405610.01%+561
ADOBE SYSTEMS INCORPORATED(ADBE)05,472+5,47202,6760.06%+2,676
MCDONALDS CORP(MCD)17,82218,525+7034,9835,5280.13%+545
CANADIAN PACIFIC KANSAS CITY(CP)06,669+6,66905390.01%+539
NATIONAL FUEL GAS CO(NFG)010,323+10,32305300.01%+530
ISHARES INC
MSCI JAPAN ETF
163,914163,91409,62010,1460.23%+526
LOWES COS INC(LOW)09,896+9,89602,2340.05%+2,234
LAM RESEARCH CORP(LRCX)04,151+4,15102,6690.06%+2,669
MOODYS CORP(MCO)10,08210,339+2573,0853,5950.08%+510
ASML HOLDING N V
N Y REGISTRY SHS
02,111+2,11101,5300.04%+1,530
IQVIA HLDGS INC(IQV)03,200+3,20007190.02%+719
CRH PLC019,445+19,44501,0840.02%+1,084
ORACLE CORP(ORCL)020,568+20,56802,4490.06%+2,449
CHUNGHWA TELECOM CO LTD(CHT)013,025+13,02504860.01%+486
NETFLIX INC(NFLX)04,086+4,08601,8000.04%+1,800
TOYOTA MOTOR CORP(TM)04,709+4,70907570.02%+757
HORMEL FOODS CORP(HRL)011,412+11,41204590.01%+459
NORFOLK SOUTHN CORP(NSC)04,632+4,63201,0500.02%+1,050
SELECT SECTOR SPDR TR
ST STR TECHN ETF
19,60319,60302,9603,4080.08%+448
HEALTHPEAK PROPERTIES INC(DOC)022,196+22,19604460.01%+446
THE CIGNA GROUP(CI)04,877+4,87701,3680.03%+1,368
HOME DEPOT INC(HD)16,85617,415+5594,9755,4100.12%+435
DR REDDYS LABS LTD(RDY)06,450+6,45004070.01%+407
DIGITAL RLTY TR INC(DLR)05,632+5,63206410.01%+641
THOMSON REUTERS CORP.02,929+2,92903950.01%+395
JACOBS SOLUTIONS INC(J)03,298+3,29803920.01%+392
HANOVER INS GROUP INC(THG)03,347+3,34703780.01%+378
BERRY GLOBAL GROUP INC68,55568,632+774,0384,4160.10%+378
INVESCO EXCHANGE TRADED FD T
S&P500 PUR VAL
04,750+4,75003680.01%+368
BRISTOL-MYERS SQUIBB CO(BMY)040,216+40,21602,5720.06%+2,572
VANGUARD INTL EQUITY INDEX F677,004674,628-2,37641,26341,6250.96%+361
S&P GLOBAL INC(SPGI)03,802+3,80201,5240.03%+1,524
WOODSIDE ENERGY GROUP LTD(WDS)015,269+15,26903540.01%+354
PALO ALTO NETWORKS INC(PANW)05,659+5,65901,4460.03%+1,446
POSCO HOLDINGS INC(PKX)04,757+4,75703520.01%+352
PUBLIC STORAGE(PSA)01,183+1,18303450.01%+345
OMNICOM GROUP INC(OMC)017,050+17,05001,6220.04%+1,622
E L F BEAUTY INC(ELF)02,998+2,99803420.01%+342
PEPSICO INC(PEP)31,93933,264+1,3255,8226,1610.14%+339
QUANTA SVCS INC03,542+3,54206960.02%+696
ENBRIDGE INC(ENB)08,959+8,95903330.01%+333
SHELL PLC(SHEL)05,501+5,50103320.01%+332
ISHARES TR35,72837,298+1,5703,2573,5780.08%+321
VANGUARD WORLD FD011,198+11,19802,6350.06%+2,635
CSX CORP(CSX)044,499+44,49901,5170.03%+1,517
NOVARTIS AG(NVS)010,470+10,47001,0570.02%+1,057
BERKSHIRE HATHAWAY INC DEL06+603,1070.07%+3,107
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