GenWealth Group, Inc.

Q4 2024 13F Holdings

  • Location
    maplewood, NJ
  • Num holdings

    74

  • Value ($000)

    $439,330

  • Date Filed
    01/15/2025
  • Form type
    13F-HR
  • CIK
    0001713678
  • All SEC filings
  • Note
    Holdings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$39.47M
9 %

797,191

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$36.62M
8 %

1,404,756

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$35.16M
8 %

85,659

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$27.27M
6 %

50,616

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$22.85M
5 %

247,207

IVV
IVV

ISHARES TR

CORE S&P500 ETF
$21.37M
5 %

36,309

IWP
IWP

ISHARES TR

RUS MD CP GR ETF
$20.78M
5 %

163,909

DIA
DIA

SPDR DOW JONES INDL AVERAGE

UT SER 1
$19.69M
5 %

46,269

NDQ
NDQ

INVESCO QQQ TR

UNIT SER 1
$19.44M
4 %

38,021

IJH
IJH

ISHARES TR

CORE S&P MCP ETF
$18.97M
4 %

304,374

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