GenWealth Group

Latest statistics and disclosures from GenWealth Group's latest quarterly 13F-HR filing:

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Positions held by GenWealth Group consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for GenWealth Group

GenWealth Group holds 70 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Ishares Gold Tr Ishares New (IAU) 8.7 $32M 807k 39.03
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Schwab Strategic Tr Us Lcap Va Etf (SCHV) 8.4 $30M +2% 432k 70.10
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Vanguard Index Fds Growth Etf (VUG) 8.1 $29M -4% 94k 310.88
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Ishares Tr 7-10 Yr Trsy Bd (IEF) 6.7 $24M 253k 96.39
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Vanguard Index Fds S&p 500 Etf Shs (VOO) 6.6 $24M +4% 55k 436.80
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Invesco Qqq Tr Unit Ser 1 (QQQ) 4.5 $16M -11% 40k 409.52
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Ishares Tr Core S&p500 Etf (IVV) 4.4 $16M -5% 34k 477.64
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Spdr Dow Jones Indl Average Ut Ser 1 (DIA) 4.4 $16M 42k 376.87
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Ishares Tr Rus Md Cp Gr Etf (IWP) 4.3 $15M -7% 148k 104.46
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Ishares Tr Rus Mdcp Val Etf (IWS) 4.1 $15M NEW 126k 116.29
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Spdr Ser Tr Portfolio Ln Tsr (SPTL) 3.9 $14M +610% 490k 29.02
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Wisdomtree Tr Blmbg Us Bull (USDU) 3.2 $12M 465k 25.11
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Spdr Ser Tr Portfolio S&p500 (SPLG) 2.6 $9.3M 167k 55.90
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 2.4 $8.6M -2% 18k 475.31
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Spdr Ser Tr Prtflo S&p500 Vl (SPYV) 2.2 $7.8M +6% 167k 46.63
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Pimco Etf Tr 25yr+ Zero U S (ZROZ) 2.1 $7.6M -38% 90k 85.33
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Spdr Ser Tr Prtflo S&p500 Gw (SPYG) 2.1 $7.6M +2% 116k 65.06
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Vanguard Scottsdale Fds Long Term Treas (VGLT) 2.0 $7.2M -39% 117k 61.53
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Proshares Tr Pshs Ult S&p 500 (SSO) 1.4 $5.2M -4% 80k 65.07
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Proshares Tr Pshs Ultra Qqq (QLD) 1.4 $4.9M -5% 65k 76.00
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Ishares Tr S&p 100 Etf (OEF) 1.4 $4.9M -7% 22k 223.39
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Proshares Tr Pshs Ultra Dow30 (DDM) 1.3 $4.7M -10% 59k 79.21
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Schwab Strategic Tr Int-trm U.s Tres (SCHR) 1.0 $3.6M +24% 73k 49.72
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Ishares Tr Rus 1000 Grw Etf (IWF) 0.9 $3.3M -2% 11k 303.17
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Ishares Tr Esg Msci Usa Etf (USXF) 0.8 $2.8M -4% 72k 39.82
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Pimco Equity Ser Rafi Esg Us (RAFE) 0.8 $2.8M -2% 86k 32.52
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Ishares Tr S&p 500 Grwt Etf (IVW) 0.8 $2.8M -8% 37k 75.10
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Ishares Tr S&p 500 Val Etf (IVE) 0.7 $2.6M -12% 15k 173.89
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG) 0.7 $2.4M -5% 29k 82.96
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Ishares Tr Morningstar Grwt (ILCG) 0.7 $2.4M -13% 35k 67.82
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Vanguard World Esg Us Stk Etf (ESGV) 0.6 $2.3M -3% 27k 85.06
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Apple (AAPL) 0.6 $2.0M 11k 192.53
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Ishares Tr Rus 1000 Etf (IWB) 0.5 $1.8M -8% 7.0k 262.26
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Ishares Tr Rus 1000 Val Etf (IWD) 0.4 $1.5M -8% 8.9k 165.25
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Spdr Ser Tr Portfli Intrmdit (SPTI) 0.4 $1.4M -10% 49k 28.56
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Ishares Tr Morningstar Valu (ILCV) 0.4 $1.3M -5% 19k 70.62
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Ishares Tr 3 7 Yr Treas Bd (IEI) 0.4 $1.3M +7% 11k 117.13
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Vanguard Index Fds Value Etf (VTV) 0.3 $1.1M +10% 7.4k 149.50
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Ishares Tr 10-20 Yr Trs Etf (TLH) 0.3 $1.1M -5% 10k 108.26
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Ishares Tr Short Treas Bd (SHV) 0.3 $1.0M -13% 9.3k 110.13
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Ishares Tr Dow Jones Us Etf (IYY) 0.2 $905k -5% 7.8k 116.53
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Schwab Strategic Tr Us Lrg Cap Etf (SCHX) 0.2 $799k 14k 56.40
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Nushares Etf Tr Nuveen Esg Midcp (NUMG) 0.2 $727k NEW 17k 42.33
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Nushares Etf Tr Nuveen Esg Lrgcp (NULG) 0.2 $719k -13% 10k 69.47
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Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $702k -5% 6.7k 104.92
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Ishares Tr Esg Scrd S&p Mid (XJH) 0.2 $700k NEW 19k 37.73
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JPMorgan Chase & Co. (JPM) 0.2 $663k -17% 3.9k 170.10
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Nushares Etf Tr Nuveen Esg Lrgvl (NULV) 0.2 $663k 18k 35.91
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Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $610k 3.5k 175.22
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Ishares Tr Rus Top 200 Etf (IWL) 0.2 $571k 5.0k 115.09
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First Tr Nas100 Eq Weighted SHS (QQEW) 0.1 $538k 4.6k 117.45
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Johnson & Johnson (JNJ) 0.1 $467k -5% 3.0k 156.73
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Ishares Tr Rus Tp200 Vl Etf (IWX) 0.1 $410k 5.8k 70.17
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Microsoft Corporation (MSFT) 0.1 $399k +50% 1.1k 376.04
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Amgen (AMGN) 0.1 $396k 1.4k 288.02
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Meta Platforms Cl A (META) 0.1 $393k -3% 1.1k 353.96
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Ishares Tr Core S&p Us Gwt (IUSG) 0.1 $293k -24% 2.8k 104.10
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Ishares Tr Pfd And Incm Sec (PFF) 0.1 $291k 9.3k 31.19
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Vanguard Scottsdale Fds Inter Term Treas (VGIT) 0.1 $286k 4.8k 59.32
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Cedar Fair Depositry Unit (FUN) 0.1 $256k 6.4k 39.80
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Lauder Estee Cos Cl A (EL) 0.1 $254k 1.7k 146.25
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ConocoPhillips (COP) 0.1 $250k 2.2k 116.07
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Honeywell International (HON) 0.1 $238k 1.1k 209.71
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Alphabet Cap Stk Cl C (GOOG) 0.1 $234k NEW 1.7k 140.93
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At&t (T) 0.1 $225k +8% 13k 16.78
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Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.1 $213k NEW 596.00 356.66
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Verizon Communications (VZ) 0.1 $211k NEW 5.6k 37.70
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Exxon Mobil Corporation (XOM) 0.1 $203k -25% 2.0k 99.96
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Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX) 0.0 $173k 15k 11.47
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Global X Fds Glbx Suprinc Etf (SPFF) 0.0 $97k 11k 9.08
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Past Filings by GenWealth Group

SEC 13F filings are viewable for GenWealth Group going back to 2017

View all past filings