Instuitional Investor - Balance Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Balance Wealth, Llc |
| Portfolio Value | $311,580,556 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 45,849 | $28,165,611 | 9.04% | |
| 2. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 363,655 | $27,160,307 | 8.72% | |
| 3. | XLB | 107,695 | $16,671,209 | 5.35% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 26,305 | $16,496,173 | 5.29% | |
| 5. | IEF | 124,851 | $16,429,233 | 5.27% |
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