Fund HoldingsBALLAST ADVISORS LLC

Total Portfolio Value
$296.73M
Total Bought
$27.58M
Total Sold
$11.77M
Net Transaction
+$15.81M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SCHWAB STRATEGIC TR356,671379,350+22,67925,00328,8239.71%+3,820
SCHWAB STRATEGIC TR453,613463,813+10,20025,58428,7849.70%+3,200
SCHWAB STRATEGIC TR610,408656,905+46,49722,56125,6328.64%+3,072
SCHWAB STRATEGIC TR249,349255,630+6,28120,68623,7027.99%+3,016
ISHARES TR156,380178,426+22,04615,52117,4755.89%+1,954
NVIDIA CORPORATION(NVDA)3,6633,761+981,8143,3981.15%+1,584
JPMORGAN CHASE & CO(JPM)51,45551,425-308,75210,3003.47%+1,548
MICROSOFT CORP(MSFT)27,21227,064-14810,23311,3863.84%+1,153
ENTERPRISE PRODS PARTNERS L(EPD)0306,971+306,97108,9573.02%+8,957
UBER TECHNOLOGIES INC(UBER)89,51684,165-5,3515,5126,4802.18%+968
SCHWAB STRATEGIC TR236,689262,996+26,3075,8686,6412.24%+773
MITSUBISHI UFJ FINL GROUP IN(MUFG)061,790+61,79006320.21%+632
BERKSHIRE HATHAWAY INC DEL11,03410,748-2863,9354,5201.52%+584
AMAZON COM INC(AMZN)20,51020,484-263,1163,6951.25%+579
META PLATFORMS INC(META)3,5473,661+1141,2551,7780.60%+522
TAIWAN SEMICONDUCTOR MFG LTD(TSM)13,91914,260+3411,4481,9400.65%+492
SCHWAB STRATEGIC TR94,78994,329-4605,2775,7591.94%+482
NOVO-NORDISK A S(NVO)15,89016,378+4881,6442,1030.71%+459
SCHWAB STRATEGIC TR81,50487,465+5,9613,8504,3071.45%+457
EXXON MOBIL CORP06,414+6,41407460.25%+746
CHIPOTLE MEXICAN GRILL INC(CMG)417439+229541,2760.43%+322
NORTHERN TECHNOLOGIES INTL C0191,000+191,00002,5690.87%+2,569
SCHWAB STRATEGIC TR0121,084+121,08405,8371.97%+5,837
COCA COLA CO(KO)017,019+17,01901,0410.35%+1,041
OGE ENERGY CORP(OGE)07,889+7,88902710.09%+271
ISHARES TR03,672+3,67201,2380.42%+1,238
STRYKER CORPORATION(SYK)2,6732,910+2378001,0410.35%+241
LAM RESEARCH CORP(LRCX)0238+23802310.08%+231
APPLIED MATLS INC01,057+1,05702180.07%+218
ALPHABET INC(GOOG)17,05817,176+1182,3832,5920.87%+210
ISHARES TR07,776+7,77601930.07%+193
NXP SEMICONDUCTORS N V
COM
6,4316,723+2921,4771,6660.56%+189
COSTCO WHSL CORP NEW(COST)1,9982,042+441,3191,4960.50%+177
PEPSICO INC(PEP)6,6817,463+7821,1351,3060.44%+171
VANGUARD WHITEHALL FDS24,80527,435+2,6301,5811,7520.59%+170
ISHARES TR05,568+5,56805990.20%+599
SCHWAB STRATEGIC TR82,23992,039+9,8001,7031,8680.63%+165
INTERNATIONAL BUSINESS MACHS(IBM)02,863+2,86305470.18%+547
THERMO FISHER SCIENTIFIC INC(TMO)1,5311,654+1238139610.32%+149
CHEVRON CORP NEW(CVX)06,946+6,94601,0960.37%+1,096
CATERPILLAR INC(CAT)3,0592,850-2099041,0440.35%+140
AUTOMATIC DATA PROCESSING IN3,1913,478+2877438690.29%+125
DANAHER CORPORATION(DHR)3,2183,463+2457448650.29%+120
ORACLE CORP(ORCL)05,779+5,77907260.24%+726
SPDR S&P 500 ETF TR(SPY)2,3902,373-171,1361,2410.42%+105
VISA INC(V)7,8627,708-1542,0472,1510.72%+104
SELECT SECTOR SPDR TR
ST STR REAL ETF
27,24030,206+2,9661,0911,1940.40%+103
VANGUARD CHARLOTTE FDS
TOTAL INT BD ETF
013,559+13,55906670.22%+667
ROPER TECHNOLOGIES INC(ROP)1,4121,552+1407708700.29%+101
ISHARES TR2,7452,676-691,3111,4070.47%+96
ILLINOIS TOOL WKS INC(ITW)3,0633,346+2838028980.30%+96
DONALDSON INC(DCI)3,3044,116+8122163070.10%+91
ISHARES TR03,641+3,6410910.03%+91
PROCTER AND GAMBLE CO(PG)03,907+3,90706340.21%+634
ELI LILLY & CO(LLY)0453+45303520.12%+352
GENERAL ELECTRIC CO(GE)1,9941,936-582543400.11%+85
ISHARES TR09,618+9,61802,0230.68%+2,023
NETFLIX INC(NFLX)602610+82933700.12%+77
ISHARES TR03,680+3,68003850.13%+385
HOME DEPOT INC(HD)1,8491,867+186417160.24%+76
MOODYS CORP(MCO)2,0672,238+1718078800.30%+72
AMERICAN EXPRESS CO(AXP)2,5102,380-1304705420.18%+72
VANGUARD INDEX FDS0298+2980770.03%+77
ISHARES TR2,8212,893+724945640.19%+70
ECOLAB INC(ECL)03,505+3,50508090.27%+809
MARRIOTT INTL INC NEW(MAR)2,6882,643-456066670.22%+61
WALMART INC(WMT)06,718+6,71804040.14%+404
SPDR SER TR
ST TERM HIGH ETF
015,585+15,58503930.13%+393
ALPHABET INC(GOOG)8,5328,258-2741,2021,2570.42%+55
JOHNSON & JOHNSON(JNJ)08,562+8,56201,3540.46%+1,354
CANADIAN PACIFIC KANSAS CITY(CP)9,9499,486-4637878360.28%+50
ABBVIE INC(ABBV)2,7192,550-1694214640.16%+43
VANGUARD INDEX FDS1,5181,488-304725120.17%+40
WASTE MGMT INC DEL(WM)1,7871,685-1023203590.12%+39
FASTENAL CO(FAST)11,84910,419-1,4307678040.27%+36
LINDE PLC(LIN)60060002462790.09%+32
SPDR SER TR
ST STR P500GRW
6,2655,986-2794084380.15%+30
XCEL ENERGY INC(XEL)05,304+5,30402850.10%+285
MEDTRONIC PLC(MDT)05,463+5,46304760.16%+476
SPDR INDEX SHS FDS
ST STR PO EX ETF
039,292+39,29201,4080.47%+1,408
ISHARES TR3,6063,60602532750.09%+22
CINTAS CORP(CTAS)658608-503974180.14%+21
TJX COS INC NEW(TJX)2,4152,417+22272450.08%+19
ISHARES TR1,3941,39401451630.06%+18
SCHWAB STRATEGIC TR02,826+2,82602300.08%+230
BANK AMERICA CORP6,1575,907-2502072240.08%+17
VANGUARD INDEX FDS0827+82701980.07%+198
VANGUARD INDEX FDS98098001471600.05%+13
SELECT SECTOR SPDR TR
ST STR TECHN ETF
869863-61671800.06%+12
SPDR SER TR
ST STR SP400GRW
1,0591,059080920.03%+12
SPDR SER TR
ST NUVE HIGH ETF
01,096+1,0960280.01%+28
ISHARES TR1,1911,19101241360.05%+12
SPDR SER TR
ST STR SP DIV
1,6261,62602032130.07%+10
SPDR SER TR
ST INTER BD ETF
180486+3066160.01%+10
ISHARES TR01,029+1,0290870.03%+87
ISHARES TR
MSCI INTL MOMENT
0225+225090.00%+9
SPDR SER TR
ST STR SP400VAL
531625+9439480.02%+9
ISHARES TR
CORE MSCI EAFE
4,5584,431-1273213290.11%+8
ISHARES TR2,1082,044-641641720.06%+8
ISHARES TR0547+54701020.03%+102
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