Fund HoldingsBalentine LLC

Total Portfolio Value
$2.64B
Total Bought
$160.59M
Total Sold
$243.75M
Net Transaction
-$83.16M
Filing Period:
Securities
SharesValue ($K)
Q3 2025
Q4 2025
Change
Q3 2025
Q4 2025
Weight (%)
Change
VANGUARD INDEX FDS1,514,4801,590,672+76,192726,360776,02529.44%+49,666
ISHARES TR
CORE MSCI EAFE
2,004,3272,203,687+199,360174,998197,1427.48%+22,144
ISHARES TR01,006,925+1,006,9250101,0753.83%+101,075
SPDR SERIES TRUST
ST STR PR SP1500
0141,143+141,143011,6440.44%+11,644
SPDR SERIES TRUST
ST STR NUVEE ETF
0210,261+210,26109,6110.36%+9,611
ISHARES TR
MSC GLO FAC ETF
6,579,9966,587,477+7,481178,482185,1617.02%+6,679
ISHARES INC
CORE MSCI EMKT
2,155,4042,208,783+53,379142,084148,4745.63%+6,390
APPLE INC(AAPL)50,84369,165+18,32212,94618,8030.71%+5,857
SPDR SERIES TRUST
ST STR P500ETF
051,252+51,25204,1110.16%+4,111
OUTDOOR HOLDING CO17,242,85717,242,857025,51929,4851.12%+3,966
ISHARES TR
IBONDS DEC2026
197,914276,815+78,9014,8096,7070.25%+1,898
ISHARES TR015,026+15,02601,6550.06%+1,655
AMAZON COM INC(AMZN)12,46018,856+6,3962,7364,3520.17%+1,617
ELI LILLY & CO(LLY)4,0424,299+2573,0844,6200.18%+1,536
SELECT SECTOR SPDR TR
ST STR ENERG ETF
031,878+31,87801,4250.05%+1,425
TAIWAN SEMICONDUCTOR MFG LTD(TSM)5,7179,701+3,9841,5972,9480.11%+1,351
ALPHABET INC(GOOG)3,8037,215+3,4129262,2640.09%+1,338
AUTOMATIC DATA PROCESSING IN08,243+8,24302,1200.08%+2,120
ISHARES TR123,805122,312-1,49382,86283,7763.18%+914
UNITEDHEALTH GROUP INC(UNH)2,1074,558+2,4517281,5050.06%+777
CONOCOPHILLIPS(COP)013,342+13,34201,2490.05%+1,249
CAPITAL ONE FINL CORP(COF)04,445+4,44501,0770.04%+1,077
DANAHER CORPORATION(DHR)1,5804,275+2,6953139790.04%+665
WORKDAY INC(WDAY)2,2095,470+3,2615321,1750.04%+643
AERCAP HOLDINGS NV(AER)06,734+6,73409680.04%+968
VANGUARD TAX-MANAGED FDS419,114411,536-7,57825,11325,7090.98%+595
LAUDER ESTEE COS INC(EL)05,682+5,68205950.02%+595
WOODWARD INC(WWD)02,846+2,84608600.03%+860
ALCOA CORP(AA)010,530+10,53005600.02%+560
APPLOVIN CORP(APP)0827+82705570.02%+557
BROADCOM INC(AVGO)4,9816,351+1,3701,6432,1980.08%+555
SPDR SERIES TRUST
ST STR SP500DIV
012,547+12,54705430.02%+543
MERCADOLIBRE INC(MELI)0268+26805400.02%+540
MICROSOFT CORP(MSFT)9,34011,097+1,7574,8385,3670.20%+529
SAP SE(SAP)02,950+2,95007170.03%+717
NVIDIA CORPORATION(NVDA)31,09533,540+2,4455,8026,2550.24%+454
LENNAR CORP(LEN)07,477+7,47707690.03%+769
RTX CORPORATION(RTX)1,8043,828+2,0243027020.03%+400
ELEVANCE HEALTH INC FORMERLY(ELV)01,111+1,11103890.01%+389
COMCAST CORP NEW(CCZ)028,322+28,32208470.03%+847
ISHARES TR34,67537,597+2,9224,9275,3060.20%+379
HILTON WORLDWIDE HLDGS INC(HLT)01,226+1,22603520.01%+352
SPDR SERIES TRUST
ST STR AGGRE ETF
012,908+12,90803320.01%+332
AON PLC(AON)01,530+1,53005400.02%+540
ISHARES INC
MSCI JAPAN ETF
03,617+3,61702920.01%+292
SPDR S&P 500 ETF TR(SPY)11,22711,384+1577,4797,7630.29%+284
PTC INC(PTC)01,615+1,61502810.01%+281
ALPHABET INC(GOOG)2,7983,066+2686809600.04%+279
HUMANA INC(HUM)02,106+2,10605390.02%+539
SPDR SERIES TRUST
ST STR P500GRW
02,482+2,48202650.01%+265
SELECT SECTOR SPDR TR
ST STR TECHN ETF
01,818+1,81802620.01%+262
VANGUARD INTL EQUITY INDEX F112,027112,028+17,9958,2410.31%+245
CISCO SYS INC(CSCO)06,678+6,67805140.02%+514
ASML HOLDING N V
N Y REGISTRY SHS
0671+67107180.03%+718
TRANE TECHNOLOGIES PLC(TT)0572+57202230.01%+223
CAPITAL GROUP DIVIDEND VALUE
SHS CREAT UNIT
131,411131,41105,5235,7350.22%+212
LIBERTY BROADBAND CORP(LBRDA)04,226+4,22602050.01%+205
SHELL PLC(SHEL)06,059+6,05904450.02%+445
MASTERCARD INCORPORATED(MA)0878+87805010.02%+501
SPDR SERIES TRUST
ST STR SP BANK
02,640+2,64001600.01%+160
COCA COLA CO(KO)021,756+21,75601,5210.06%+1,521
INTUIT(INTU)0661+66104380.02%+438
ADVANCED MICRO DEVICES INC(AMD)3,0563,001-554946430.02%+148
MICRON TECHNOLOGY INC(MU)1,3291,235-942223520.01%+130
BOOKING HOLDINGS INC(BKNG)0175+17509370.04%+937
AMERICAN EXPRESS CO(AXP)01,762+1,76206520.02%+652
ISHARES TR059,992+59,99202,3670.09%+2,367
PROLOGIS INC.(PLD)02,895+2,89503700.01%+370
ISHARES TR
CORE MSCI TOTAL
41,43941,43903,4223,5070.13%+85
INVESCO QQQ TR4,2984,330+322,5802,6600.10%+80
META PLATFORMS INC(META)03,267+3,26702,1570.08%+2,157
V F CORP(VFC)21,20221,20203063830.01%+77
JOHNSON & JOHNSON(JNJ)6,4746,162-3121,2001,2750.05%+75
NETFLIX INC(NFLX)05,638+5,63805290.02%+529
ANALOG DEVICES INC(ADI)01,171+1,17103180.01%+318
CATERPILLAR INC(CAT)0688+68803940.01%+394
INTEL CORP(INTC)19,87119,87106677330.03%+67
CAPITAL GROUP GBL GROWTH EQT
SHS CREAT UNIT
185,531184,812-7196,3406,4040.24%+64
VANGUARD INDEX FDS17,07917,07904,3434,4060.17%+63
INVESCO EXCH TRADED FD TR II
NASDAQ 100 ETF
10,38910,38902,5672,6280.10%+60
DIMENSIONAL ETF TRUST
INTERNATNAL VAL
19,76919,315-4549129640.04%+52
TJX COS INC NEW(TJX)4,6244,677+536687180.03%+50
SELECT SECTOR SPDR TR
ST STR DISCR ETF
0416+4160500.00%+50
SCHWAB STRATEGIC TR26,45326,088-3651,1361,1790.04%+43
BLACKROCK INC(BLK)0369+36903950.01%+395
MCDONALDS CORP(MCD)1,8141,939+1255515930.02%+41
JPMORGAN CHASE & CO.(JPM)2,7882,852+648799190.03%+40
WALMART INC(WMT)07,791+7,79108680.03%+868
UNION PAC CORP(UNP)01,205+1,20502790.01%+279
PACER FDS TR
US CASH COWS 100
12,90812,90807427770.03%+35
ISHARES TR3,8683,86801,4141,4440.05%+31
SPDR SERIES TRUST
ST STR BLO 1 ETF
0335+3350310.00%+31
EATON CORP PLC(ETN)0967+96703080.01%+308
TESLA INC(TSLA)2,8392,870+311,2631,2910.05%+28
ISHARES TR5,6195,61902,6322,6590.10%+27
MORGAN STANLEY(MS)1,9451,881-643093340.01%+25
PROSHARES TR
S&P 500 DV ARIST
023,817+23,81702,4790.09%+2,479
SELECT SECTOR SPDR TR
ST STR SVC ETF
0200+2000240.00%+24
ISHARES TR
CORE DIV GRWTH
017,341+17,34101,2040.05%+1,204
J P MORGAN EXCHANGE TRADED F
HEDG EQU LAD ETF
15,62215,62201,0151,0380.04%+22
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