Gen-Wealth Partners Inc
Q4 2024 13F Holdings
- Locationzeeland, MI
- Num holdings
648
- Value ($000)
$232,592
- Date Filed02/14/2025
- Form type13F-HR
- CIK0002023375
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
KRE SPDR PORTFOLIO S&P 500 ETF | ETF | 78464A854 | $17.29 M | 7 % | 250,729 | ||
IVW ISHARES S&P 500 GROWTH ETF | ETF | 464287309 | $8.05 M | 4 % | 79,243 | ||
DYNF ISHARES U.S. EQUITY FACTOR ROTATION ACTIVE ETF | ETF | 09290C103 | $7.17 M | 3 % | 139,882 | ||
IVV ISHARES CORE S&P 500 ETF | ETF | 464287200 | $6.47 M | 3 % | 10,996 | ||
QUAL ISHARES MSCI USA QUALITY FACTOR ETF | ETF | 46432F339 | $6.31 M | 3 % | 35,456 | ||
EFG ISHARES MSCI EAFE GROWTH ETF | ETF | 464288885 | $5.57 M | 2 % | 57,479 | ||
EFV ISHARES MSCI EAFE VALUE ETF | ETF | 464288877 | $5.24 M | 2 % | 99,903 | ||
EMXC ISHARES MSCI EMERGING MARKETS EX CHINA ETF | ETF | 46434G764 | $3.32 M | 1 % | 59,839 | ||
WMT WALMART INC COM | STOCK | 931142103 | $3.14 M | 1 % | 34,764 | ||
IVE ISHARES S&P 500 VALUE ETF | ETF | 464287408 | $3.12 M | 1 % | 16,367 |
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