Instuitional Investor - Balanced Wealth Group Llc
Fund Profile
Filing Period:
| Fund Name: | Balanced Wealth Group Llc |
| Portfolio Value | $279,414,022 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Spdr Series Trust | 811,411 | $45,814,941 | 16.4% | |
| 2. | Invesco Qqq Tr | 44,576 | $25,728,242 | 9.21% | |
| 3. | Spdr Series Trust | 260,288 | $25,389,150 | 9.09% | |
| 4. | AAPL | 62,348 | $15,823,270 | 5.66% | |
| 5. | Principal Exchange Traded Fd | 823,074 | $15,605,480 | 5.59% |
Hedge Fund Resource Center 
