GenWealth Group, Inc.
CIK 1713678 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- IAU8.71%
- SCHV8.36%
- VUG8.09%
- IEF6.73%
- VOO6.58%
- QQQ4.54%
- IVV4.44%
- DIA4.39%
- IWP4.26%
- IWS4.06%
Share classes counted separately60.16%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | IAUISHARES GOLD TRUSTISHARES NEW View history and evidence | $31.51M | 8.71% | 807.42K shares | — | ↗▾ | |
| 02 | SCHVSCHWAB US LARGE-CAP VALUEUS LCAP VA ETF View history and evidence | $30.27M | 8.36% | 431.86K shares | — | ↗▾ | |
| 03 | VUGVANGUARD MRNGSTAR GR ETF-SUIGROWTH ETF View history and evidence | $29.27M | 8.09% | 94.17K shares | — | ↗▾ | |
| 04 | IEFISHARES 7-10 YEAR TREASURY B7-10 YR TRSY BD View history and evidence | $24.35M | 6.73% | 252.65K shares | — | ↗▾ | |
| 05 | VOOVANGUARD S&P 500 ETFS&P 500 ETF SHS View history and evidence | $23.83M | 6.58% | 54.55K shares | — | ↗▾ | |
| 06 | QQQINVESCO QQQ TRUST SERIES 1UNIT SER 1 View history and evidence | $16.43M | 4.54% | 40.13K shares | — | ↗▾ | |
| 07 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $16.09M | 4.44% | 33.68K shares | — | ↗▾ | |
| 08 | DIASS SPDR DOW JONES INDUS AVGUT SER 1 View history and evidence | $15.90M | 4.39% | 42.19K shares | — | ↗▾ | |
| 09 | IWPISHARES RUSSELL MID-CAP GROWRUS MD CP GR ETF View history and evidence | $15.43M | 4.26% | 147.68K shares | — | ↗▾ | |
| 10 | IWSISHARES RUSSELL MID-CAP VALURUS MDCP VAL ETF View history and evidence | $14.70M | 4.06% | 126.39K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 3
| Security | Type | Shares out | Value out | Previous filing | This filing |
|---|---|---|---|---|---|
| SHY ISHARES 1-3 YEAR TREASURY BO | Non-derivative | — | — | SEC filing ↗ | |
| BKNG BOOKING HOLDINGS INC | Non-derivative | — | — | SEC filing ↗ | |
| IJR ISHARES CORE S&P SMALL-CAP E | Non-derivative | — | — | SEC filing ↗ |
3 / 3 preview exits. Up to 30 exit records are previewed. Exit means absent from the current filing; execution date, price and proceeds are unknown.
Every number has a source.
CIK 1713678 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 361993797
}Research all 70 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.