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Balanced Pool shares owned by Main Street Group

Quarter-by-quarter ownership of Balanced Pool shares owned by Main Street Group from 13F filings

Historical chart of Main Street Group investment in Balanced Pool

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All positions including Balanced Pool held by Main Street Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Balanced Pool by Main Street Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $49k 642 75.50

More positions owned by Main Street Group

Proshares Ultra Qqq Etf Uit Exchange Traded (QLD)
Proshares Ultra S&p 500 Etf Uit Exchange Traded (SSO)
Pimco Income Instl Bond Funds (PIMIX)
Pgim Ultra Short Bond Etf Uit Exchange Traded (PULS)
Schwab Value Advantage Money Inv Schwab Non-sweep Mmf (SWVXX)
Microsoft Corp Common Stock (MSFT)
Schwab Short Term Us Treasury Etf Uit Exchange Traded (SCHO)
Invsc Qqq Trust Srs 1 Etf Iv Uit Exchange Traded (QQQ)
Fidelity Advisor High Income Advtg I Bond Funds (FAHCX)
Aristotle Floating Rate Income I-2 Bond Funds (PLFDX)
Schwab Us Treasury Money Ultra Schwab Non-sweep Mmf (SUTXX)
Us Treasur Nt 0.250624ust Note Due 061524 Treasury
Schwab Treasury Oblig Money Inv Schwab Non-sweep Mmf (SNOXX)
Apple Common Stock (AAPL)
Aristotle Strategic Income I Bond Funds (PLSRX)

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Top funds holding Balanced Pool

Main Street Group

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