Ballentine Partners, LLC Q1 2022 Filing

Filed May 5, 2022

Portfolio Value

$3.2B

Holdings

469

Report Date

Q1 2022

Filing Type

13F-HR

All Holdings (469 positions)

StockValue
VTIVANGUARD INDEX FDS
$1.0B
IVVISHARES TR
$185.8M
ITOTISHARES TR
$154.4M
IEMGISHARES INC
$146.5M
AQLTISHARES TR
$122.7M
VEAVANGUARD TAX-MANAGED INTL FD
$107.8M
SPYSPDR S&P 500 ETF TR
$104.1M
VVVANGUARD INDEX FDS
$83.8M
VWOVANGUARD INTL EQUITY INDEX F
$72.1M
IWBISHARES TR
$62.5M
VGKVANGUARD INTL EQUITY INDEX F
$58.9M
IJHISHARES TR
$51.0M
VOOVANGUARD INDEX FDS
$47.8M
IWVISHARES TR
$45.5M
AAPLAPPLE INC
$39.8M
SCZISHARES TR
$39.2M
SCHBSCHWAB STRATEGIC TR
$36.8M
VIGVANGUARD SPECIALIZED FUNDS
$35.4M
IJRISHARES TR
$30.6M
MSFTMICROSOFT CORP
$30.1M
VXFVANGUARD INDEX FDS
$29.9M
EFAISHARES TR
$29.4M
SCHESCHWAB STRATEGIC TR
$21.4M
SPDWSPDR INDEX SHS FDS
$17.9M
VOTVANGUARD INDEX FDS
$16.7M
VOVANGUARD INDEX FDS
$15.1M
IWFISHARES TR
$14.9M
XSOEWISDOMTREE TR
$11.5M
JUSTGOLDMAN SACHS ETF TR
$11.3M
VPLVANGUARD INTL EQUITY INDEX F
$11.0M
NDQINVESCO QQQ TR
$10.7M
GOOGLALPHABET INC
$10.5M
SPEMSPDR INDEX SHS FDS
$10.1M
VNQVANGUARD INDEX FDS
$9.9M
ICFISHARES TR
$9.6M
AMZNAMAZON COM INC
$9.5M
VBVANGUARD INDEX FDS
$8.0M
TSLATESLA INC
$8.0M
VEUVANGUARD INTL EQUITY INDEX F
$7.8M
GQ9SPDR GOLD TR
$7.7M
GOOGALPHABET INC
$7.6M
BRK/BBERKSHIRE HATHAWAY INC DEL
$7.5M
EWJISHARES INC
$7.3M
EEMISHARES TR
$7.2M
JPMJPMORGAN CHASE & CO
$6.5M
IWMISHARES TR
$6.4M
IAU*ISHARES GOLD TR
$6.2M
JNJJOHNSON & JOHNSON
$5.8M
IWRISHARES TR
$5.8M
UNHUNITEDHEALTH GROUP INC
$5.7M
PGPROCTER AND GAMBLE CO
$5.1M
PFEPFIZER INC
$4.6M
IWDISHARES TR
$4.6M
ADPAUTOMATIC DATA PROCESSING IN
$4.5M
BRK-BBERKSHIRE HATHAWAY INC DEL
$4.2M
TXNTEXAS INSTRS INC
$4.1M
VTVVANGUARD INDEX FDS
$4.0M
NVDANVIDIA CORPORATION
$4.0M
ACNACCENTURE PLC IRELAND
$3.8M
VVISA INC
$3.7M
HDHOME DEPOT INC
$3.6M
IJSISHARES TR
$3.6M
ACWIISHARES TR
$3.6M
METAMETA PLATFORMS INC
$3.5M
MAMASTERCARD INCORPORATED
$3.4M
CSCOCISCO SYS INC
$3.4M
MDYSPDR S&P MIDCAP 400 ETF TR
$3.3M
VNQIVANGUARD INTL EQUITY INDEX F
$3.3M
MCKMCKESSON CORP
$3.3M
AAXJISHARES TR
$3.3M
PEPPEPSICO INC
$3.3M
NKENIKE INC
$3.2M
NEMNEWMONT CORP
$3.2M
MCOMOODYS CORP
$3.2M
DHRDANAHER CORPORATION
$3.1M
DFAXDIMENSIONAL ETF TRUST
$3.1M
TMOTHERMO FISHER SCIENTIFIC INC
$3.1M
WMTWALMART INC
$3.1M
XLKSELECT SECTOR SPDR TR
$3.1M
MCDMCDONALDS CORP
$3.1M
LITGLOBAL X FDS
$3.1M
GLGLOBE LIFE INC
$3.0M
COSTCOSTCO WHSL CORP NEW
$3.0M
UPSUNITED PARCEL SERVICE INC
$2.9M
VSSVANGUARD INTL EQUITY INDEX F
$2.9M
IWPISHARES TR
$2.8M
MGKVANGUARD WORLD FD
$2.8M
DFUSDIMENSIONAL ETF TRUST
$2.7M
AZTAAZENTA INC
$2.6M
ABTABBOTT LABS
$2.6M
MRKMERCK & CO INC
$2.6M
HONHONEYWELL INTL INC
$2.6M
GWXSPDR INDEX SHS FDS
$2.6M
QCOMQUALCOMM INC
$2.6M
BACBK OF AMERICA CORP
$2.6M
AGGISHARES TR
$2.4M
ABBVABBVIE INC
$2.4M
DISDISNEY WALT CO
$2.4M
VDCVANGUARD WORLD FDS
$2.3M
BNDVANGUARD BD INDEX FDS
$2.3M
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