Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BALANCED WEALTH GROUP LLC | 05-13-2024 | 03-31-2024 | 70 | 224,474,408 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SPDR SER TR | PRTFLO S&P500 VL | 1 | $38,012,438 | 1,537,752 | 0.02 | 1,537,752 | +Inf | 03-31-2024 | |
| INVESCO QQQ TR | UNIT SER 1 | 2 | $29,540,487 | 66,982 | 0.01 | 66,982 | +Inf | 03-31-2024 | |
| SPDR SER TR | PRTFLO S&P500 GW | 3 | $19,335,430 | 1,277,559 | 0.01 | 1,277,559 | +Inf | 03-31-2024 | |
| APPLE INC | COM | 4 | $11,897,210 | 64,459 | 0.01 | 64,459 | +Inf | 03-31-2024 |
