Instuitional Investor - Balance Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Balance Wealth, Llc |
| Portfolio Value | $170,774,983 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 326,863 | $22,926,169 | 13.42% | |
| 2. | FNDF | 545,608 | $13,334,648 | 7.81% | |
| 3. | Vanguard Index Fds - S&P 500 ETF SHS | 16,782 | $9,532,659 | 5.58% | |
| 4. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 115,975 | $9,022,847 | 5.28% | |
| 5. | 2023 Etf Series Trust | 148,755 | $5,334,364 | 3.12% |
Hedge Fund Resource Center 
