Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q1 2018 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
SPDR SER TR | 3 | Q2 2024 | 16.9% |
INVESCO QQQ TRUST SERIES I | 3 | Q2 2024 | 16.3% |
SPDR SER TR | 3 | Q2 2024 | 9.5% |
APPLE INC COM | 3 | Q2 2024 | 6.4% |
VANGUARD REAL ESTATE ETF | 3 | Q2 2024 | 5.5% |
VANGUARD INTL EQUITY INDEX F | 3 | Q2 2024 | 3.7% |
SPDR S&P 400 MID CAP VALUE ETF | 3 | Q2 2024 | 4.2% |
ISHARES TR | 3 | Q2 2024 | 4.9% |
SPDR S&P 400 MID CAP GROWTH ETF | 3 | Q2 2024 | 4.0% |
ISHARES TR | 3 | Q2 2024 | 5.0% |
View BALANCED WEALTH GROUP LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
N-PX | 2024-08-21 |
13F-HR | 2024-08-13 |
13F-HR | 2024-05-13 |
13F-HR | 2024-02-06 |
View BALANCED WEALTH GROUP LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.