GenWealth Group, Inc. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
GG GenWealth Group, Inc. | Institutional Filer | ▼ 0.34% | $584.5M | 85 |
Current Portfolio Holdings
Showing all 85 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SHY | ISHARES TR | — | 996K | $82.3M | 14.07% |
| 2 | IAU | ISHARES GOLD TR | — | 625K | $55.1M | 9.43% |
| 3 | SCHV | SCHWAB STRATEGIC TR | — | 1.7M | $52.0M | 8.89% |
| 4 | TLT | ISHARES TR | — | 578K | $50.1M | 8.57% |
| 5 | IEF | ISHARES TR | — | 489K | $46.7M | 7.99% |
| 6 | VUG | VANGUARD INDEX FDS | — | 97K | $42.2M | 7.23% |
| 7 | VOO | VANGUARD INDEX FDS | — | 63K | $37.8M | 6.46% |
| 8 | ZROZ | PIMCO ETF TR | — | 386K | $24.7M | 4.23% |
| 9 | VGLT | VANGUARD SCOTTSDALE FDS | — | 394K | $21.8M | 3.73% |
| 10 | USDU | WISDOMTREE TR | — | 759K | $20.0M | 3.42% |
| 11 | SPYM | SPDR SERIES TRUST | — | 172K | $13.2M | 2.25% |
| 12 | SPYV | SPDR SERIES TRUST | — | 216K | $12.2M | 2.09% |
| 13 | SPYG | SPDR SERIES TRUST | — | 119K | $11.6M | 1.99% |
| 14 | SPY | SPDR S&P 500 ETF Trust | — | 15K | $9.7M | 1.65% |
| 15 | SSO | PROSHARES TR | — | 175K | $9.1M | 1.55% |
Showing 1 to 15 of 85 holdings