Instuitional Investor - Balance Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Balance Wealth, Llc |
| Portfolio Value | $153,892,727 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | FNDF | 527,230 | $11,641,247 | 7.56% | |
| 2. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 160,467 | $10,215,314 | 6.64% | |
| 3. | Columbia Etf Tr I | 302,019 | $10,030,058 | 6.52% | |
| 4. | Vanguard Index Fds - S&P 500 ETF SHS | 15,391 | $7,909,361 | 5.14% | |
| 5. | Spdr Series Trust | 229,009 | $5,848,890 | 3.8% |
