Ballentine Partners

Top Portfolio
Top Buys
Top Sells
New Buys
Exits
Berkshire Hathaway Inc
BRK.B
$15.89M2.6337,790-6.71%-$1.14M0.31
Micron Technology, Inc.
MU
$16.9M0.01143,327+0.63%+$105,865.220.33
Merck & Co., Inc.
MRK
$8.99M<0.0168,135+7.4%+$619,373.350.17
JPMorgan Chase & Co.
JPM
$16.1M<0.0180,388+4.58%+$704,658.140.31
NVIDIA Corporation
NVDA
$34.86M<0.0138,578+10.97%+$3.45M0.68
Visa Inc.
V
$9.06M<0.0132,470+6.64%+$564,578.860.18
Microsoft Corporation
MSFT
$69.17M<0.01164,408+5.84%+$3.82M1.34
UnitedHealth Group Incorporated
UNH
$9.65M<0.0119,503-1.16%-$113,286.300.19
Meta Platforms, Inc.
META
$26.4M<0.0154,375+4.66%+$1.18M0.51
Apple Inc.
AAPL
$55.52M<0.01323,767+4.06%+$2.16M1.07
Eli Lilly and Company
LLY
$11.85M<0.0115,235+10.46%+$1.12M0.23
The Home Depot, Inc.
HD
$8.71M<0.0122,717+2.79%+$236,681.200.17
Broadcom Inc.
AVGO
$8.99M<0.016,783+12.67%+$1.01M0.17
Amazon.com, Inc.
AMZN
$26.43M<0.01146,535+7.9%+$1.94M0.51
Alphabet Inc.
GOOGL
$20.86M<0.01138,224+6.28%+$1.23M0.4
Alphabet Inc.
GOOG
$15.05M<0.0198,876+2.14%+$315,634.690.29
Vanguard Emerging Markets Stock Index Fund
VWO
$120.45M<0.012.88M-0.76%-$916,475.602.33
iShares Core S&P Total U.S. Stock Market ETF
ITOT
$375.44M<0.013.26M-0.5%-$1.88M7.27
Vanguard Small Cap Index Fund
VB
$8.86M<0.0138,762+4.94%+$417,176.770.17
iShares MSCI EAFE ETF
EFA
$32.06M<0.01401,444-0.02%-$6,149.210.62
Vanguard Large Cap Index Fund
VV
$93.61M<0.01390,446-1.05%-$992,366.641.81
iShares Core S&P Small-Cap ETF
IJR
$34.02M<0.01307,810-1.23%-$422,296.610.66
Vanguard Total Stock Market Index Fund
VTI
$1.55B<0.015.98M+0.59%+$9.18M30.09
iShares Core S&P Mid-Cap ETF
IJH
$55.25M<0.01909,540+400.45%+$44.21M1.07
ProShares Ultra Real Estate
URE
$17.35M<0.0110,843New+$17.35M0.34
Vanguard 500 Index Fund
VOO
$51.87M<0.01107,898-1.06%-$554,727.811
iShares Global Infrastructure ETF
IGF
$14.32M<0.01300,617+0.04%+$5,238.200.28
Vanguard Mid Cap Index Fund
VO
$15.98M<0.0163,9580%+$00.31
iShares Core MSCI Europe ETF
IEUR
$14.51M<0.01250,756-0.56%-$82,147.000.28
SPDR S&P 500 ETF Trust
SPY
$115.75M<0.01221,289-1.07%-$1.25M2.24
Vanguard Global ex-U.S. Real Estate Index Fund
VNQI
$51.78M<0.011.23M+1.62%+$827,208.191
iShares Core MSCI Emerging Markets ETF
IEMG
$231.75M<0.014.49M+4.27%+$9.49M4.49
SPDR Portfolio Emerging Markets ETF
SPEM
$19.58M<0.01540,913-0.1%-$19,904.500.38
Vanguard Real Estate Index Fund
VNQ
$94.94M<0.011.1M+3.26%+$3M1.84
iShares Core MSCI EAFE ETF
IEFA
$413.53M<0.015.57M+2.83%+$11.37M8
SPDR Portfolio Developed World ex-US ETF
SPDW
$33.92M<0.01946,491+0.21%+$70,103.040.66
iShares Russell 3000 ETF
IWV
$51.06M<0.01170,152+1.63%+$819,216.860.99
Vanguard Dividend Appreciation Index Fund
VIG
$36.62M<0.01200,546-0.55%-$200,688.010.71
iShares MSCI EAFE Small-Cap ETF
SCZ
$30.63M<0.01483,585-15.19%-$5.49M0.59
iShares Russell 1000 Growth ETF
IWF
$19.8M<0.0158,747-0.95%-$190,434.620.38
Vanguard European Stock Index Fund
VGK
$39.88M<0.01592,168-2.06%-$837,507.280.77
Schwab Emerging Markets Equity ETF
SCHE
$19.03M<0.01753,787-0.33%-$62,317.000.37
The Real Estate Select Sector SPDR Fund
XLRE
$11.21M<0.01283,653-0.5%-$56,211.660.22
iShares Russell 1000 ETF
IWB
$67.22M<0.01233,387+0.5%+$335,555.191.3
Vanguard FTSE All-World ex-US Index Fund
VEU
$12.79M<0.01217,998+4.98%+$606,499.190.25
Invesco QQQ Trust
QQQ
$17.31M<0.0138,977-3.35%-$599,862.440.34
Vanguard Extended Market Index Fund
VXF
$13.8M<0.0178,737-4.06%-$584,176.770.27
iShares Core S&P 500 ETF
IVV
$211.11M<0.01401,551+0.08%+$170,336.484.09
Vanguard Developed Markets Index Fund
VEA
$212.41M<0.014.23M-0.03%-$71,843.434.11
iShares MSCI Japan ETF
EWJ
$10.49M<0.01146,960-4.04%-$441,870.550.2