Instuitional Investor - Balanced Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Balanced Wealth Group Llc |
| Portfolio Value | $227,711,712 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 767,979 | $40,514,671 | 17.79% | |
| 2. | Invesco Qqq Tr | 47,555 | $26,012,226 | 11.42% | |
| 3. | Spdr Series Trust | 248,075 | $23,308,746 | 10.24% | |
| 4. | AAPL | 62,658 | $13,021,594 | 5.72% | |
| 5. | Spdr Series Trust | 151,703 | $12,271,293 | 5.39% |
Hedge Fund Resource Center 
