Instuitional Investor - Balanced Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Balanced Wealth Group Llc |
| Portfolio Value | $273,296,593 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 790,564 | $43,775,540 | 16.02% | |
| 2. | Invesco Qqq Tr | 47,199 | $28,472,855 | 10.42% | |
| 3. | Spdr Series Trust | 256,059 | $26,770,772 | 9.8% | |
| 4. | AAPL | 62,356 | $15,928,867 | 5.83% | |
| 5. | Principal Exchange Traded Fd | 712,304 | $13,786,653 | 5.04% |
Hedge Fund Resource Center 
