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CIK: 0001713678
Total reported value
$641.8M
$641.8M
65 檔
23.7%
According to the latest 13F quarterly dataset, GenWealth Group, Inc. managed an equity portfolio of $641.8M at the end of Q1 2024, spanning 65 distinct U.S. exchange-listed positions.
During Q1 2024, GenWealth Group, Inc.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | IAU | Ishares Gold Trust | ETF-Commodities | 8.96% | -1.94% | +4.80% | |
| 2 | SCHV | Schwab US Large-cap Value | ETF-Other | 8.46% | +0.23% | +2.30% | |
| 3 | VUG | Vanguard Growth ETF | ETF-Other | 7.74% | +0.60% | -5.24% | |
| 4 | IEF | Ishares 7-10 Year Treasury B | ETF-Gov Bonds | 6.79% | -0.48% | +12.73% | |
| 5 | VOO | Vanguard S&p 500 ETF | ETF-Large Cap & Growth | 6.30% | +0.39% | -4.62% | |
| 6 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 4.75% | +4.84% | +5.79% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.73% | +4.36% | +6.13% | |
| 8 | IWP | Ishares Russell Mid-cap Grow | ETF-Other | 4.55% | +4.75% | NEW | |
| 9 | DIA | Ss Spdr Dow Jones Indus Avg | ETF-Large Cap & Growth | 4.49% | +4.38% | NEW | |
| 10 | IJH | Ishares Core S&p Midcap ETF | ETF-Other | 4.40% | +4.66% | NEW | |
| 11 | ZROZ | Pimco 25+ Yr Zero Cpn US Tif | ETF-Other | 3.75% | -0.17% | +109.85% | |
| 12 | USDU | Wisdomtree Bbg Usd Bullish | ETF-Other | 3.31% | -0.16% | +7.91% | |
| 13 | SPYM | Ste Str Spdr Pt S&p 500 ETF | ETF-Large Cap & Growth | 2.59% | +0.08% | +0.14% | |
| 14 | SPY | Ss Spdr S&p 500 ETF Trust-us | ETF-Large Cap & Growth | 2.37% | +0.06% | -0.26% | |
| 15 | SPYG | Ss Spdr P S&p 500 Growth ETF | ETF-Large Cap & Growth | 2.19% | +0.20% | +2.30% | |
| 16 | SPYV | Ss Spdr P S&p 500 Value ETF | ETF-Large Cap & Growth | 2.18% | -0.05% | +3.35% | |
| 17 | SPTL | Ss Spdr Pf Lng Trm Tsy E-usd | ETF-Other | 1.97% | -0.04% | -42.97% | |
| 18 | VGLT | Vanguard Long-term Treasury | ETF-Gov Bonds | 1.76% | -0.17% | +1.24% | |
| 19 | SSO | Proshares Ultra S&p500 | ETF-Other | 1.62% | +0.22% | +4.07% | |
| 20 | QLD | Proshares Ultra Qqq | ETF-Other | 1.48% | +0.57% | +3.34% | |
| 21 | DDM | Proshares Ultra Dow30 | ETF-Other | 1.46% | +0.21% | +12.29% | |
| 22 | OEF | Ishares S&p 100 ETF | ETF-Other | 1.30% | +0.02% | -5.98% | |
| 23 | SCHR | Schwab Intermediate-term US | ETF-Other | 1.05% | -0.04% | +16.08% | |
| 24 | IWF | Ishares Russell 1000 Growth | ETF-Other | 0.92% | +0.06% | — | |
| 25 | USXF | Ishares Esg Advance Msci USA | ETF-Other | 0.78% | +0.05% | -4.23% | |
| 26 | RAFE | Pimco Rafi Esg US ETF | ETF-Other | 0.77% | +0.01% | -1.16% | |
| 27 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 0.75% | +0.02% | -3.65% | |
| 28 | SCHG | Schwab US Large-cap Growth | ETF-Other | 0.72% | +0.04% | +6.09% | |
| 29 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.70% | -0.05% | -2.77% | |
| 30 | SNPE | Xtrckr S&p 500 Scor&scrn ETF | ETF-Large Cap & Growth | 0.67% | +0.02% | — | |
| 31 | ILCG | Ishares Morningstar Growth E | ETF-Other | 0.66% | +0.05% | -0.87% | |
| 32 | IWB | Ishares Russell 1000 ETF | ETF-Other | 0.50% | +0.02% | -1.82% | |
| 33 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.02% | +1.14% | |
| 34 | SPTI | Ss Spdr P Int Term Tsy ETF | ETF-Other | 0.43% | -0.01% | +25.41% | |
| 35 | IWD | Ishares Russell 1000 Value E | ETF-Other | 0.40% | +0.05% | -0.99% | |
| 36 | ILCV | Ishares Morningstar Value Et | ETF-Other | 0.37% | -0.02% | — | |
| 37 | VTV | Vanguard Value ETF | ETF-Other | 0.36% | — | +19.53% | |
| 38 | IEI | Ishares 3-7 Year Treasury Bo | ETF-Gov Bonds | 0.28% | -0.01% | -12.55% | |
| 39 | SCHX | Schwab US Large-cap ETF | ETF-Other | 0.26% | +0.04% | +17.51% | |
| 40 | TLH | Ishares 10-20 Year Treasury | ETF-Gov Bonds | 0.26% | — | -5.01% | |
| 41 | IYY | Ishares Dow Jones U.s. ETF | ETF-Other | 0.25% | +0.01% | -1.53% | |
| 42 | SHV | Ishares 0-1 Year Treasury Bo | ETF-Gov Bonds | 0.22% | -0.02% | -15.84% | |
| 43 | JPM | Jpmorgan Chase & Co | Stock-Financials | 0.20% | — | +0.62% | |
| 44 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.17% | -0.01% | — | |
| 45 | IWL | Ishares Russell Top 200 ETF | ETF-Other | 0.16% | — | — | |
| 46 | META | Meta Platforms Inc-class A | Stock-Comm Services | 0.14% | -0.02% | +4.50% | |
| 47 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.01% | +21.96% | |
| 48 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -0.01% | -1.78% | |
| 49 | IWX | Ishares Russell Top 200 Valu | ETF-Other | 0.11% | +0.01% | — | |
| 50 | AMGN | Amgen Inc | Stock-Healthcare | 0.10% | -0.01% | — |
According to official SEC Form 13F filings, GenWealth Group, Inc. reported a total U.S. public equity portfolio value of $641.8M across 65 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including IAU, SCHV, VUG) accounted for 23.7% of total reported equity market value during Q1 2024.
During Q1 2024, GenWealth Group, Inc.'s top holdings by market value included IAU (9.0%)、SCHV (8.5%)、VUG (7.7%). The largest single position, IAU, represented 9.0% of total portfolio value.
In Q1 2024, GenWealth Group, Inc. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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