Instuitional Investor - Balanced Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Balanced Wealth Group Llc |
| Portfolio Value | $222,823,434 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 802,804 | $39,007,148 | 17.5% | |
| 2. | Invesco Qqq Tr | 49,777 | $25,997,850 | 11.66% | |
| 3. | Spdr Series Trust | 274,475 | $21,521,136 | 9.65% | |
| 4. | AAPL | 62,672 | $14,790,697 | 6.63% | |
| 5. | Spdr Series Trust | 142,887 | $11,824,190 | 5.3% |
