Instuitional Investor - Balance Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Balance Wealth, Llc |
| Portfolio Value | $404,848,572 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 118,010 | $70,849,691 | 17.5% | |
| 2. | IEF | 251,191 | $32,584,420 | 8.05% | |
| 3. | XLB | 214,617 | $29,868,146 | 7.38% | |
| 4. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 344,092 | $25,493,784 | 6.3% | |
| 5. | Vanguard Index Fds - SM CP VAL ETF | 100,413 | $20,957,256 | 5.18% |
Hedge Fund Resource Center 
