GenWealth Group, Inc.

Q1 2025 13F Holdings

  • Location
    maplewood, NJ
  • Num holdings

    71

  • Value ($000)

    $453,615

  • Date Filed
    04/10/2025
  • 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 Q1 2025 to
Select Quarter
Issuer Name
Class
CUSIP
VALUE
%
Shares
Principal
Option Type
TLT
TLT

ISHARES TR

20 YR TR BD ETF
$58.86M
13 %

646,612

IAU
IAU

ISHARES GOLD TR

ISHARES NEW
$46.93M
10 %

795,879

GQ9
GQ9

SPDR GOLD TR

GOLD SHS
$43.12M
10 %

149,642

SCHV
SCHV

SCHWAB STRATEGIC TR

US LCAP VA ETF
$38.09M
8 %

1,432,925

IEF
IEF

ISHARES TR

7-10 YR TRSY BD
$36.36M
8 %

381,200

VUG
VUG

VANGUARD INDEX FDS

GROWTH ETF
$31.73M
7 %

85,559

VOO
VOO

VANGUARD INDEX FDS

S&P 500 ETF SHS
$26.63M
6 %

51,809

ZROZ
ZROZ

PIMCO ETF TR

25YR+ ZERO U S
$20.96M
5 %

292,599

USDU
USDU

WISDOMTREE TR

BLMBG US BULL
$15.88M
4 %

582,583

---

VANGUARD SCOTTSDALE FDS

LONG TERM TREAS
$14.57M
3 %

252,862

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