Balanced Wealth Group LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| INVESCO EXCHANGE TRADED FD T | $2.19M | 0.8% |
| SPDR GOLD TR | $2.64M | 1.0% |
| ISHARES TR | $2.66M | 1.0% |
| ISHARES TR | $3.04M | 1.1% |
| ISHARES TR | $3.59M | 1.3% |
| SCHWAB STRATEGIC TR | $4.08M | 1.5% |
| VANGUARD ADMIRAL FDS INC | $4.10M | 1.5% |
| FIRST TR EXCHANGE-TRADED FD | $5.11M | 1.9% |
| VANGUARD INDEX FDS | $5.14M | 1.9% |
| VANGUARD INDEX FDS | $5.18M | 1.9% |
| EATON VANCE TAX-MANAGED BUY- | $8.15M | 3.0% |
| VANGUARD INTL EQUITY INDEX F | $9.63M | 3.5% |
| SCHWAB STRATEGIC TR | $10.62M | 3.9% |
| SPDR SERIES TRUST | $10.95M | 4.0% |
| SPDR SERIES TRUST | $11.62M | 4.3% |
| SPDR SERIES TRUST | $12.85M | 4.7% |
| SPDR SERIES TRUST | $13.12M | 4.8% |
| PRINCIPAL EXCHANGE TRADED FD | $13.79M | 5.0% |
| Apple Inc. | $15.93M | 5.8% |
| SPDR SERIES TRUST | $26.77M | 9.8% |
| INVESCO QQQ TR | $28.47M | 10.4% |
| SPDR SERIES TRUST | $43.78M | 16.0% |