Instuitional Investor - Balanced Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Balanced Wealth Group Llc |
| Portfolio Value | $206,898,060 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 739,267 | $37,669,052 | 18.21% | |
| 2. | Invesco Qqq Tr | 48,775 | $22,871,552 | 11.05% | |
| 3. | Spdr Series Trust | 241,618 | $19,340,461 | 9.35% | |
| 4. | AAPL | 62,633 | $13,912,679 | 6.72% | |
| 5. | Spdr Series Trust | 141,552 | $10,906,603 | 5.27% |
