Balance Wealth, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| ASPEN AEROGELS INC | $29.1K | 0.0% |
| TREACE MEDICAL CONCEPTS, INC.TMCI | $37.2K | 0.0% |
| EA SERIES TRUST | $201.7K | 0.1% |
| ELI LILLY & Co | $202.8K | 0.1% |
| EA SERIES TRUST | $203.7K | 0.1% |
| GENERAL ELECTRIC CO | $203.8K | 0.1% |
| VANGUARD SPECIALIZED FUNDS | $209.9K | 0.1% |
| ISHARES INC | $213.1K | 0.1% |
| ISHARES TR | $216.1K | 0.1% |
| KROGER CO | $217.6K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $218.5K | 0.1% |
| SELECT SECTOR SPDR TR | $220.2K | 0.1% |
| Blackstone Inc | $231.9K | 0.1% |
| Edwards Lifesciences Corp | $232.7K | 0.1% |
| INTERNATIONAL BUSINESS MACHINES CORP | $236.0K | 0.1% |
| Duke Energy Corp | $247.8K | 0.1% |
| ISHARES TR | $249.4K | 0.1% |
| Mastercard Inc | $251.7K | 0.1% |
| Merck & Co., Inc. | $252.5K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $262.1K | 0.1% |
| ISHARES TR | $263.3K | 0.1% |
| EXXON MOBIL CORP | $277.8K | 0.1% |
| SELECT SECTOR SPDR TR | $278.7K | 0.1% |
| VANGUARD WHITEHALL FDS | $283.0K | 0.1% |
| Polaris Inc. | $284.6K | 0.1% |
| ISHARES BITCOIN TRUST ETF | $286.4K | 0.1% |
| Broadcom Inc. | $289.0K | 0.1% |
| FREEPORT-MCMORAN INC | $298.3K | 0.1% |
| DIMENSIONAL ETF TRUST | $305.6K | 0.1% |
| AMERICAN CENTY ETF TR | $310.9K | 0.1% |
| INVESCO EXCH TRADED FD TR II | $312.0K | 0.1% |
| ISHARES TR | $316.2K | 0.1% |
| EA SERIES TRUST | $317.6K | 0.1% |
| WORLD GOLD TR | $333.3K | 0.1% |
| Vertiv Holdings Co | $338.5K | 0.1% |
| Walmart Inc. | $350.5K | 0.1% |
| SPDR SERIES TRUST | $352.1K | 0.1% |
| SPDR SERIES TRUST | $365.8K | 0.1% |
| WISDOMTREE TR | $376.0K | 0.1% |
| UNITEDHEALTH GROUP INC | $378.6K | 0.1% |
| PIMCO ETF TR | $396.1K | 0.1% |
| SCHWAB STRATEGIC TR | $397.0K | 0.1% |
| JOHNSON & JOHNSON | $402.8K | 0.1% |
| iShares MSCI UAE ETF | $404.5K | 0.1% |
| MCDONALD'S CORP | $417.2K | 0.1% |
| SPDR SERIES TRUST | $420.6K | 0.1% |
| CISCO SYSTEMS, INC. | $423.5K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $434.6K | 0.1% |
| AMERICAN CENTY ETF TR | $434.7K | 0.1% |
| Pennant Group, Inc. | $454.3K | 0.1% |