Avoid Fraud, Get The Facts, And Find The Best
Legal Name: THE GENWEALTH GROUP, INC.
Period of report:
Jun 30, 2019
Effectiveness Date:
Jul 10, 2019
Security |
Shares Held / Principal Amount |
Market Value |
Option |
ISHARES TR BARCLAYS 7 10 YR (464287440)
|
189,440 |
$20,853k |
|
PIMCO ETF TR (72201R882)
|
147,746 |
$18,991k |
|
ISHARES TR (464287119)
|
93,964 |
$18,252k |
|
ISHARES TR (464288109)
|
154,901 |
$16,870k |
|
ISHARES TR RUS MD CP GR ETF (464287481)
|
97,850 |
$14,098k |
|
SPDR S&P 500 ETF TR TR UNIT (78462F103)
|
45,637 |
$13,528k |
|
ISHARES TR CORE S&P500 ETF (464287200)
|
45,131 |
$13,459k |
|
ISHARES TR RUS MDCP VAL ETF (464287473)
|
141,737 |
$12,688k |
|
SPDR DOW JONES INDL (78467X109)
|
46,236 |
$12,375k |
|
ISHARES TR (464287457)
|
142,957 |
$12,097k |
|
ISHA (464287101)
|
72,572 |
$9,528k |
|
ISHARES GOLD TRUST ISHARES (464285105)
|
619,786 |
$8,385k |
|
PROSHARES TR (74347R107)
|
38,988 |
$5,021k |
|
ISHARES TR RUS 1000 GRW ETF (464287614)
|
26,580 |
$4,253k |
|
ISHARES TR S&P 500 VAL ETF (464287408)
|
34,638 |
$4,071k |
|
PROSHARES ULTRA 20 YEAR TREASURY (74347R172)
|
41,563 |
$3,828k |
|
PROSHARES TR (74347R180)
|
58,029 |
$3,612k |
|
ISHARES TR (464287176)
|
30,454 |
$3,493k |
|
ISHARES TR S&P 500 GRWT ETF (464287309)
|
18,589 |
$3,378k |
|
Proshares Ultra QQQ (74347R206)
|
32,827 |
$3,259k |
|
PROSHARES TR (74347R305)
|
63,812 |
$3,141k |
|
ISHARES TR RUS 1000 VAL ETF (464287598)
|
17,941 |
$2,300k |
|
ISHARES TR RUS 1000 ETF (464287622)
|
13,761 |
$2,267k |
|
SPDR SERIES TRUST (78464A854)
|
52,868 |
$1,844k |
|
ISHARES TR 3 7 YR TREAS BD (464288661)
|
12,893 |
$1,620k |
|
ISHARES TR (464287846)
|
9,736 |
$1,438k |
|
ISHARES TR CORE US AGGBD ET (464287226)
|
11,235 |
$1,251k |
|
VANGUARD SCOTTSDALE FDS (92206C706)
|
15,688 |
$1,033k |
|
SPDR SERIES TRUST (78464A409)
|
24,147 |
$948k |
|
ISHARES TR CORE S&P SCP ETF (464287804)
|
11,372 |
$886k |
|
SPDR SERIES TRUST (78464A664)
|
22,531 |
$863k |
|
VANGUARD INDEX FDS S&P 500 ETF SHS (922908363)
|
3,079 |
$838k |
|
AT&T INC (00206R102)
|
19,836 |
$671k |
|
ISHARES TR (464289446)
|
9,635 |
$662k |
|
PROSHARES ULTRA GOLD (74347W601)
|
14,702 |
$645k |
|
VERIZON COMMUNICATIONS (92343V104)
|
11,043 |
$641k |
|
Apple Inc (037833100)
|
3,149 |
$638k |
|
SPDR SERIES TRUST (78464A508)
|
19,200 |
$605k |
|
ISHARES TR CORE S&P MCP ETF (464287507)
|
3,061 |
$594k |
|
JPMORGAN CHASE & CO (46625H100)
|
5,083 |
$578k |
|
ISHARES TR (464287127)
|
3,364 |
$560k |
|
AMGEN INC (031162100)
|
2,910 |
$543k |
|
ISHARES TRUST RUS TP200 GR ETF (464289438)
|
5,969 |
$519k |
|
SCHWAB STRATEGIC TRUST (808524409)
|
9,142 |
$517k |
|
iShares Russell Top 200 Value (464289420)
|
8,939 |
$489k |
|
HONEYWELL INTL INC (438516106)
|
2,762 |
$487k |
|
ISHARES TR CORE HIGH DV ETF (46429B663)
|
4,974 |
$473k |
|
ISHARES TR CORE S&P TTL STK (464287150)
|
6,671 |
$448k |
|
JOHNSON & JOHNSON (478160104)
|
2,809 |
$393k |
|
SPDR SERIES TRUST (78464A672)
|
5,889 |
$363k |
|
FIRST TR NAS100 EQ WEIGHTED (337344105)
|
5,128 |
$346k |
|
SCHWAB U.S. LARGE-CAP GROWTH ETF (808524300)
|
3,928 |
$330k |
|
SCHWAB STRATEGIC TR (808524854)
|
5,829 |
$320k |
|
ISHARES (464287168)
|
3,165 |
$315k |
|
CEDAR FAIR L P (150185106)
|
6,431 |
$308k |
|
ISHARES TR (464287671)
|
4,773 |
$303k |
|
ISHARE (464287192)
|
1,610 |
$301k |
|
INVESCO QQQ TR UNIT SER 1 (46090E103)
|
1,583 |
$300k |
|
VANGUARD INDEX FDS VALUE ETF (922908744)
|
2,615 |
$292k |
|
ESTEE LAUDER CO (518439104)
|
1,312 |
$241k |
|
SPDR S&P MIDCAP 400 ETF TR UTSER1 S&PDCRP (78467Y107)
|
635 |
$225k |
|
Facebook Inc (30303M102)
|
1,140 |
$222k |
|
INVESCO EXCHNG TRADED FD TR (46138E511)
|
15,069 |
$221k |
|
ISHARES TR (464288687)
|
5,832 |
$215k |
|
PROCTER & GAMBLE CO (742718109)
|
1,801 |
$200k |
|
PEPSICO INC (713448108)
|
1,512 |
$200k |
|
Many people have been burned by frauds and Ponzi schemes. So we created this website to help you, the potential investor, get the facts, find the best, and avoid fraud and Ponzi schemes.
All information provided on this website is provided without warranty and for informational purposes only.
InvestingReview.org does not provide investment advice. InvestingReview.org is not an investment adviser and is not endorsed by or affiliated with any U.S. or non-U.S. regulatory agency.
Recently Searched Firms
Please note: Search data is accumulated by 3rd party and refreshed once per day.