Fund HoldingsBALLAST ADVISORS LLC

Total Portfolio Value
$267.80M
Total Bought
$10.54M
Total Sold
$18.83M
Net Transaction
-$8.29M
Filing Period:
Securities
SharesValue ($K)
Q3 2023
Q4 2023
Change
Q3 2023
Q4 2023
Weight (%)
Change
SCHWAB STRATEGIC TR0249,349+249,349020,6867.72%+20,686
SCHWAB STRATEGIC TR0610,408+610,408022,5618.42%+22,561
SCHWAB STRATEGIC TR0453,613+453,613025,5849.55%+25,584
MICROSOFT CORP(MSFT)027,212+27,212010,2333.82%+10,233
SCHWAB STRATEGIC TR0356,671+356,671025,0039.34%+25,003
JPMORGAN CHASE & CO(JPM)051,455+51,45508,7523.27%+8,752
UBER TECHNOLOGIES INC(UBER)089,516+89,51605,5122.06%+5,512
ISHARES TR0156,380+156,380015,5215.80%+15,521
AMAZON COM INC(AMZN)19,26220,510+1,2482,4493,1161.16%+668
NXP SEMICONDUCTORS N V
COM
4,2386,431+2,1938471,4770.55%+630
TAIWAN SEMICONDUCTOR MFG LTD(TSM)10,04613,919+3,8738731,4480.54%+575
ACCENTURE PLC IRELAND
SHS CLASS A
3,5914,628+1,0371,1031,6240.61%+521
APPLE INC(AAPL)0116,737+116,737022,4758.39%+22,475
NOVO-NORDISK A S(NVO)12,41215,890+3,4781,1291,6440.61%+515
NVIDIA CORPORATION(NVDA)3,2283,663+4351,4041,8140.68%+410
META PLATFORMS INC(META)2,9043,547+6438721,2550.47%+384
MOODYS CORP(MCO)1,3402,067+7274248070.30%+384
ILLINOIS TOOL WKS INC(ITW)1,9163,063+1,1474418020.30%+361
COSTCO WHSL CORP NEW(COST)1,6991,998+2999601,3190.49%+359
CHIPOTLE MEXICAN GRILL INC(CMG)332417+856089540.36%+345
ALPHABET INC(GOOG)15,74717,058+1,3112,0612,3830.89%+322
THERMO FISHER SCIENTIFIC INC(TMO)9731,531+5584938130.30%+320
ADOBE INC(ADBE)1,1951,539+3446099180.34%+309
ROPER TECHNOLOGIES INC(ROP)9571,412+4554637700.29%+306
STRYKER CORPORATION(SYK)1,8512,673+8225068000.30%+295
SCHWAB STRATEGIC TR0236,689+236,68905,8682.19%+5,868
VISA INC(V)7,6857,862+1771,7682,0470.76%+279
DANAHER CORPORATION(DHR)1,9543,218+1,2644857440.28%+260
TESLA INC(TSLA)3,4704,537+1,0678681,1270.42%+259
AUTOMATIC DATA PROCESSING IN2,1013,191+1,0905057430.28%+238
INTEL CORP(INTC)04,654+4,65402340.09%+234
AMERICAN TOWER CORP NEW(AMT)01,018+1,01802200.08%+220
BANK AMERICA CORP06,157+6,15702070.08%+207
SCHWAB STRATEGIC TR082,239+82,23901,7030.64%+1,703
SELECT SECTOR SPDR TR
ST STR REAL ETF
027,240+27,24001,0910.41%+1,091
SCHWAB STRATEGIC TR081,504+81,50403,8501.44%+3,850
PEPSICO INC(PEP)5,7986,681+8839821,1350.42%+152
SCHWAB STRATEGIC TR094,789+94,78905,2771.97%+5,277
FASTENAL CO(FAST)011,849+11,84907670.29%+767
VANGUARD WHITEHALL FDS024,805+24,80501,5810.59%+1,581
3M CO(MMM)09,765+9,76501,0680.40%+1,068
SCHWAB STRATEGIC TR042,435+42,43501,9780.74%+1,978
CANADIAN PACIFIC KANSAS CITY(CP)09,949+9,94907870.29%+787
AMERICAN EXPRESS CO(AXP)02,510+2,51004700.18%+470
MARRIOTT INTL INC NEW(MAR)2,6832,688+55276060.23%+79
ISHARES TR2,7102,821+1114174940.18%+77
ISHARES TR02,745+2,74501,3110.49%+1,311
SPDR SER TR
ST STR SP DIV
01,626+1,62602030.08%+203
CINTAS CORP(CTAS)0658+65803970.15%+397
NETFLIX INC(NFLX)0602+60202930.11%+293
BRIDGEWATER BANCSHARES INC14,60014,60001381970.07%+59
VANGUARD INDEX FDS01,518+1,51804720.18%+472
BLACKSTONE INC(BX)022,683+22,68302,9701.11%+2,970
HOME DEPOT INC(HD)1,9511,849-1025896410.24%+51
HILTON WORLDWIDE HLDGS INC(HLT)1,8321,770-622753220.12%+47
WASTE MGMT INC DEL(WM)01,787+1,78703200.12%+320
GENERAL ELECTRIC CO(GE)1,9031,994+912102540.10%+44
LOCKHEED MARTIN CORP(LMT)01,009+1,00904570.17%+457
CATERPILLAR INC(CAT)3,1583,059-998629040.34%+42
APOGEE ENTERPRISES INC06,566+6,56603510.13%+351
STARBUCKS CORP(SBUX)05,621+5,62105400.20%+540
HONEYWELL INTL INC(HON)02,474+2,47405190.19%+519
ISHARES TR
CORE MSCI EAFE
04,558+4,55803210.12%+321
BERKSHIRE HATHAWAY INC DEL11,14111,034-1073,9033,9351.47%+33
SPDR S&P 500 ETF TR(SPY)02,390+2,39001,1360.42%+1,136
ISHARES TR1,9242,108+1841331640.06%+31
SPDR SER TR
ST STR SP600SM C
03,016+3,01602510.09%+251
SELECT SECTOR SPDR TR
ST STR TECHN ETF
863869+61411670.06%+26
LINDE PLC(LIN)0600+60002460.09%+246
SPDR SER TR
ST STR P500GRW
06,265+6,26504080.15%+408
ISHARES TR3,6063,60602362530.09%+17
ABBVIE INC(ABBV)2,7172,719+24054210.16%+16
ISHARES TR062+620160.01%+16
ISHARES TR5,7035,70301451600.06%+15
ISHARES TR01,191+1,19101240.05%+124
DONALDSON INC(DCI)3,4033,304-992032160.08%+13
ISHARES TR1,3941,39401321450.05%+13
TJX COS INC NEW(TJX)02,415+2,41502270.08%+227
VANGUARD INDEX FDS2,0631,900-1631561680.06%+12
VANGUARD INDEX FDS0980+98001470.05%+147
SPDR SER TR
ST STR SP600GRWO
01,128+1,1280940.04%+94
MCDONALDS CORP(MCD)01,119+1,11903320.12%+332
ISHARES TR0781+7810760.03%+76
ISHARES TR01,959+1,95901480.06%+148
ALPHABET INC(GOOG)9,0678,532-5351,1951,2020.45%+7
SPDR SER TR
ST STR SP400GRW
1,0591,059073800.03%+7
ISHARES TR338338046530.02%+7
SCHWAB STRATEGIC TR1,1871,187084900.03%+6
ISHARES TR208208051570.02%+6
SPDR SER TR
ST INTER BD ETF
0180+180060.00%+6
ISHARES TR482482052570.02%+5
SPDR SER TR
ST STR SP400VAL
531531034390.01%+5
VANGUARD INDEX FDS147147031340.01%+4
SPDR SER TR
ST STR NUVEE ETF
0989+9890460.02%+46
AMGEN INC(AMGN)1,7571,650-1074724750.18%+3
ISHARES TR838838041440.02%+3
MERCK & CO INC(MRK)02,955+2,95503220.12%+322
SPDR INDEX SHS FDS
SST SPDR MSCI
903872-3126280.01%+2
SELECT SECTOR SPDR TR
ST STR CARE ETF
95103+812140.01%+2
VANGUARD INDEX FDS0190+1900410.02%+41
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