John Boardman
@Ballast, Inc.
Latest period2024 - Q4ReportedManaged Assets$349.79MTotal holdings119
Assets growth rate-0.76%Assets growth rate (2-Q avg)3.87%Continuous growth in asset value0 quarters
Portfolio positions
This chart displays the top 10 holdings in Ballast, Inc.'s 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 119 positions.
Assets under management
The assets under management (AUM) of Ballast, Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 349.79M in assets, with a quarterly growth rate of -0.76% and a 2-quarter average growth rate of 3.87%. The portfolio is managed by John Boardman, and others.
Portfolio holdings
Investment | Portfolio % | Reported Value | Recent Activity |
---|---|---|---|
MGKVanguard World Fd
| 0.07% | $217,722 634 shares@ $343.42 avg price | New Position |