Instuitional Investor - Balance Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Balance Wealth, Llc |
| Portfolio Value | $322,075,545 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 49,973 | $28,843,906 | 8.96% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 40,372 | $24,124,517 | 7.49% | |
| 3. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 268,448 | $19,277,170 | 5.99% | |
| 4. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 189,573 | $14,708,800 | 4.57% | |
| 5. | XLB | 92,417 | $13,549,372 | 4.21% |
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