Instuitional Investor - Balance Wealth, Llc
13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Invesco Qqq Tr | 52,718 | $38,821,357 | 10.32% | |
| 2. | Vanguard Index Fds - S&P 500 ETF SHS | 49,154 | $33,759,590 | 8.98% | |
| 3. | J P Morgan Exchange Traded F - EQUITY FOCUS ETF | 274,373 | $22,040,432 | 5.86% | |
| 4. | Vanguard Malvern Fds - CORE-PLUS BD ETF | 206,733 | $16,037,448 | 4.27% | |
| 5. | XLE | 89,514 | $14,202,319 | 3.78% |
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