Instuitional Investor - Balanced Wealth Group Llc

Fund Profile
Filing Period:
Fund Name: Balanced Wealth Group Llc
Portfolio Value $192,380,047
Fund Holdings Sector Distribution
Filing Period:
No. Security Ticker Shares Value % Port
1.
Invesco Qqq Tr
76,361 $31,271,412 16.25%
2.
Spdr Series Trust
642,534 $29,961,362 15.57%
3. AAPL 63,598 $12,244,433 6.36%
4. IEF 89,540 $9,692,721 5.03%
5. IEF 34,186 $9,474,589 4.92%