| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q4 2019 | ||||||||
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.