Fund Holdings

BALLAST ADVISORS LLC

Filing Period:
Securities
SharesValue ($K)
Q4 2025
Q1 2026
Change
Q4 2025
Q1 2026
Weight (%)
Change
SCHWAB U.S. LARGE-CAP VALUE ETF01,194,193+1,194,193036,42310.60%+36,423
SCHWAB U.S. LARGE-CAP ETF01,335,277+1,335,277034,2379.96%+34,237
SCHWAB INTERNATIONAL01,212,048+1,212,048029,9988.73%+29,998
SCHWAB U.S. LARGE-CAP GROWTH ETF0967,635+967,635028,1878.20%+28,187
ISHARES CORE US0199,428+199,428019,7975.76%+19,797
SCHWAB EMERGING MARKETS EQUITY ETF0274,403+274,40309,0422.63%+9,042
TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD(TSM)023,886+23,88608,0722.35%+8,072
BERKSHIRE HATHAWAY012,343+12,34305,9151.72%+5,915
SCHWAB U.S. SMALL-CAP ETF0195,171+195,17105,6761.65%+5,676
SCHLUMBERGER LTD COM(SLB)082,603+82,60304,2451.23%+4,245
ALPHABET INC CAP STK CL A(GOOG)014,566+14,56604,1891.22%+4,189
CHARLES SCHWAB US REIT0125,904+125,90402,7060.79%+2,706
VISA INC COM CL A(V)08,628+8,62802,6080.76%+2,608
META PLATFORMS INC(META)03,934+3,93402,2510.65%+2,251
SCHWAB US AGGREGATE BOND093,220+93,22002,1650.63%+2,165
VANGUARD EMERGING MKTS GOVT BD ETF032,401+32,40102,1280.62%+2,128
ISHARES RUSSELL 2000 ETF08,308+8,30802,0600.60%+2,060
REAL ESTATE SELECT SCTR043,705+43,70501,7840.52%+1,784
CONSTELLATION SOFTWARE, INC0976+97601,7130.50%+1,713
SPDR PORTFOLIO DEVELOPED WLD EX-US ETF033,815+33,81501,5440.45%+1,544
ALPHABET INC CAP STK CL C(GOOG)05,157+5,15701,4790.43%+1,479
ISHARES RUSSELL 1000 GROWTH ETF03,301+3,30101,4080.41%+1,408
ISHARES CORE S&P 500 ETF02,566+2,56601,3430.39%+1,343
MITSUBISHI UFJ FINANCIAL GROUP INC(MUFG)063,069+63,06901,0700.31%+1,070
SPDR S&P 500 ETF(SPY)01,534+1,53409980.29%+998
ACCENTURE PLC04,336+4,33608600.25%+860
VANGUARD TOTAL INTERNATIONAL BOND ETF016,855+16,85508100.24%+810
NOVO-NORDISK A-S(NVO)021,548+21,54807920.23%+792
ISHARES RUSSELL TOP 200 GROWTH ETF02,969+2,96907390.21%+739
GENERAL ELECTRIC CO COM(GE)02,445+2,44506940.20%+694
VANGUARD GROWTH INDEX FUND01,475+1,47506440.19%+644
T Rowe Price Capital Apprec Eq ETF014,497+14,49705160.15%+516
Capital Group International Cor Eq ETF015,382+15,38205090.15%+509
SPDR BLOOMBERG BARCLAYS SHORT TERM HIGH YIELD BOND ETF017,525+17,52504380.13%+438
LAM RESEARCH CORP COM(LRCX)01,825+1,82503900.11%+390
ISHARES CORE MSCI EAFE04,184+4,18403790.11%+379
ISHARES RUSSELL TOP 200 VALUE ETF03,606+3,60603340.10%+334
ISHARES SHORT-TERM NATIONAL MUNI BOND ETF02,949+2,94903140.09%+314
ISHARES NATIONAL MUNI BOND ETF02,793+2,79302960.09%+296
SHOPIFY INC FCLASS A(SHOP)02,322+2,32202750.08%+275
SPDR PORTFOLIO S&P 500 GROWTH ETF02,753+2,75302700.08%+270
SPDR S&P 600 SMALL CAP VALUE ETF02,573+2,57302430.07%+243
ISHARES INTERNATIONAL05,683+5,68302420.07%+242
ISHARES 1-3 YEAR TREASURY BOND ETF02,783+2,78302300.07%+230
TECHNOLOGY SELECT SECTOR SPDR FUND01,726+1,72602290.07%+229
ISHARES CORE S&P U.S. GROWTH ETF01,394+1,39402160.06%+216
PHILIP MORRIS INTL INC COM(PM)01,244+1,24402060.06%+206
VANGUARD VALUE INDEX FUND01,028+1,02802020.06%+202
COCA-COLA EUROPEAN PARTNERS PLC02,209+2,20902000.06%+200
VANGUARD REIT ETF02,253+2,25302000.06%+200
MERCK & CO INC COM(MRK)01,630+1,63001960.06%+196
SCHWAB US MID-CAP ETF06,124+6,12401900.06%+190
SPDR S&P DIVIDEND ETF01,271+1,27101850.05%+185
VANGUARD LARGE-CAP INDEX FUND0601+60101800.05%+180
ISHARES S&P 500 VALUE ETF0834+83401760.05%+176
ISHARES IBONDS DEC 2026 TERM CORP ETF07,212+7,21201750.05%+175
HEWLETT PACKARD ENTERPRISE CO COM(HPE)07,192+7,19201710.05%+171
SCHWAB U.S. TIPS ETF06,221+6,22101660.05%+166
ISHARES RUSSELL MID-CAP ETF01,696+1,69601650.05%+165
LINDE PLC(LIN)0330+33001640.05%+164
INVESCO KBW BANK ETF04,998+4,99801610.05%+161
APOGEE ENTERPRISES INC COM04,667+4,66701570.05%+157
DTE ENERGY CO COM(DTB)01,060+1,06001550.05%+155
BANK FIRST CORP(BFC)01,138+1,13801540.04%+154
ADVANCED ENERGY INDS COM0475+47501530.04%+153
ISHARES IBONDS DEC 2027 TERM CORP ETF06,170+6,17001500.04%+150
PHILLIPS 66 COM(PSX)0786+78601430.04%+143
ISHARES 7-10 YEAR TREASURY BOND ETF01,450+1,45001380.04%+138
LOWES COS INC COM(LOW)0567+56701340.04%+134
ISHARES RUSSELL MID-CAP GROWTH ETF01,032+1,03201320.04%+132
PNC FINL SVCS GROUP INC COM(PNC)0631+63101310.04%+131
ISHARES S&P SMALL-CAP FUND01,049+1,04901300.04%+130
VANGUARD HIGH DIVIDEND YIELD INDEX FUND0868+86801290.04%+129
AT&T INC COM(T)04,205+4,20501220.04%+122
CADENCE DESIGN SYSTEM INC COM(CDNS)0437+43701210.04%+121
MDU RESOURCES GROUP INC(MDU)05,841+5,84101210.04%+121
AMERICAN TOWER CORP(AMT)0691+69101190.03%+119
ISHARES TWENTY YEAR TREASURY BOND ETF01,341+1,34101160.03%+116
US BANCORP DEL COM NEW(USB)02,132+2,13201110.03%+111
ADVANCED MICRO DEVICES INC COM(AMD)0541+54101100.03%+110
GENTEX CORP COM(GNTX)05,040+5,04001100.03%+110
SCHWAB US DIVIDEND EQUITY ETF03,561+3,56101090.03%+109
VANGUARD TOTAL STOCK MARKET INDEX FUND0336+33601080.03%+108
WELLS FARGO CO NEW COM(WFC)01,354+1,35401080.03%+108
FORD MOTOR COMPANY(F)09,249+9,24901070.03%+107
POWERSHARES WATER RESC01,592+1,59201060.03%+106
W.P. CAREY INC. REIT(WPC)01,552+1,55201050.03%+105
PFIZER INC COM(PFE)03,683+3,68301030.03%+103
SPDR S&P 600 SMALL CAP GROWTH ETF01,071+1,07101030.03%+103
SPDR S&P 400 MID CAP GROWTH ETF01,059+1,05901020.03%+102
KNIFE RIVER HOLDING CO(KNF)01,187+1,1870970.03%+97
ENERGY TRANSFER LP(ET)04,961+4,9610960.03%+96
SPDR RUSSELL 2000 ETF01,938+1,9380940.03%+94
EMERSON ELEC CO COM(EMR)0707+7070930.03%+93
PACKAGING CORP AMER COM(PKG)0440+4400930.03%+93
SONIDA SENIOR LIVING INC(SNDA)02,892+2,8920930.03%+93
ISHARES CORE HIGH DIVIDEND ETF0662+6620900.03%+90
RIO TINTO PLC(RIO)0966+9660900.03%+90
SPDR PORTFOLIO S&P 500 ETF01,165+1,1650890.03%+89
BANK OF MONTREAL0653+6530880.03%+88
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