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Home > Institutional Investor > Balanced Wealth Group Llc > Profile

Instuitional Investor - Balanced Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Balanced Wealth Group Llc
Portfolio Value $192,380,047
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
 76,361 $31,271,412 16.25%
2.
Spdr Series Trust
 642,534 $29,961,362 15.57%
3.
Apple Inc.
 AAPL 63,598 $12,244,433 6.36%
4.
Ishares Trust
 IEF 89,540 $9,692,721 5.03%
5.
Ishares Trust
 IEF 34,186 $9,474,589 4.92%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)