Balance Wealth, LLC
Q1 2025 13F Holdings
- Locationdelaware, OH
- Num holdings
110
- Value ($000)
$153,893
- Date Filed04/23/2025
- Form type13F-HR
- CIK0002065247
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.64M | 8 % | 527,230 | ||
JPEF J P MORGAN EXCHANGE TRADED F | EQUITY FOCUS ETF | 46654Q781 | $10.22M | 7 % | 160,467 | ||
RECS COLUMBIA ETF TR I | RESH ENHNC COR | 19761L706 | $10.03M | 7 % | 302,019 | ||
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $7.91M | 5 % | 15,391 | ||
KRE SPDR SER TR | PORTFOLIO AGRGTE | 78464A649 | $5.85M | 4 % | 229,009 | ||
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $4.68M | 3 % | 141,872 | ||
WFC WELLS FARGO CO NEW | COM | 949746101 | $4.44M | 3 % | 61,824 | ||
VPLS VANGUARD MALVERN FDS | CORE-PLUS BD ETF | 922020755 | $4.05M | 3 % | 52,227 | ||
BIV VANGUARD BD INDEX FDS | INTERMED TERM | 921937819 | $3.94M | 3 % | 51,419 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $3.87M | 3 % | 82,267 |
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