0001172661-23-001661.txt : 20230411 0001172661-23-001661.hdr.sgml : 20230411 20230411155531 ACCESSION NUMBER: 0001172661-23-001661 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230331 FILED AS OF DATE: 20230411 DATE AS OF CHANGE: 20230411 EFFECTIVENESS DATE: 20230411 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GenWealth Group, Inc. CENTRAL INDEX KEY: 0001713678 IRS NUMBER: 262010087 STATE OF INCORPORATION: NJ FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18114 FILM NUMBER: 23813370 BUSINESS ADDRESS: STREET 1: 6 INWOOD PLACE CITY: MAPLEWOOD STATE: NJ ZIP: 07040 BUSINESS PHONE: 973-761-0400 MAIL ADDRESS: STREET 1: 6 INWOOD PLACE CITY: MAPLEWOOD STATE: NJ ZIP: 07040 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false false false 0001713678 XXXXXXXX 03-31-2023 03-31-2023 false GenWealth Group, Inc.
6 Inwood Place Maplewood NJ 07040
13F HOLDINGS REPORT 028-18114 000154569 801-71876 N
Michael Leanza Chief Compliance Officer 973-761-0400 /s/ Michael Leanza Maplewood NJ 04-11-2023 0 69 326424922
INFORMATION TABLE 2 infotable.xml AMGEN INC COM 031162100 332165 1374 SH SOLE 1374 0 0 APPLE INC COM 037833100 1624296 9850 SH SOLE 9850 0 0 AT&T INC COM 00206R102 238256 12377 SH SOLE 12377 0 0 BOOKING HOLDINGS INC COM 09857L108 328899 124 SH SOLE 124 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 293832 6431 SH SOLE 6431 0 0 CONOCOPHILLIPS COM 20825C104 213500 2152 SH SOLE 2152 0 0 EXXON MOBIL CORP COM 30231G102 350108 3193 SH SOLE 3193 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 460977 4580 SH SOLE 4580 0 0 GLOBAL X FDS GLBX SUPRINC ETF 37950E333 99691 10628 SH SOLE 10628 0 0 HONEYWELL INTL INC COM 438516106 216921 1135 SH SOLE 1135 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 172992 15069 SH SOLE 15069 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 14554792 45352 SH SOLE 45352 0 0 ISHARES GOLD TR ISHARES NEW 464285204 30538203 817185 SH SOLE 817185 0 0 ISHARES TR MORNINGSTAR VALU 464288109 1281387 20053 SH SOLE 20053 0 0 ISHARES TR MORNINGSTAR GRWT 464287119 2276409 41121 SH SOLE 41121 0 0 ISHARES TR RUS TP200 VL ETF 464289420 379924 5836 SH SOLE 5836 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 2893112 11841 SH SOLE 11841 0 0 ISHARES TR S&P 100 ETF 464287101 4754370 25419 SH SOLE 25419 0 0 ISHARES TR RUS TOP 200 ETF 464289446 514186 5284 SH SOLE 5284 0 0 ISHARES TR SHORT TREAS BD 464288679 895271 8102 SH SOLE 8102 0 0 ISHARES TR PFD AND INCM SEC 464288687 291657 9342 SH SOLE 9342 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 624376 6903 SH SOLE 6903 0 0 ISHARES TR DOW JONES US ETF 464287846 849394 8488 SH SOLE 8488 0 0 ISHARES TR CORE S&P500 ETF 464287200 14375322 34970 SH SOLE 34970 0 0 ISHARES TR RUS MD CP GR ETF 464287481 14346749 157570 SH SOLE 157570 0 0 ISHARES TR S&P 500 VAL ETF 464287408 2936614 19350 SH SOLE 19350 0 0 ISHARES TR ESG MSCI USA ETF 46436E767 2519835 76197 SH SOLE 76197 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2652074 41510 SH SOLE 41510 0 0 ISHARES TR RUS TP200 GR ETF 464289438 483893 3483 SH SOLE 3483 0 0 ISHARES TR CORE S&P SCP ETF 464287804 218367 2258 SH SOLE 2258 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1149793 9773 SH SOLE 9773 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 848316 7406 SH SOLE 7406 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 23905979 241182 SH SOLE 241182 0 0 ISHARES TR 20 YR TR BD ETF 464287432 13321247 125235 SH SOLE 125235 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1491996 9799 SH SOLE 9799 0 0 ISHARES TR CORE S&P US GWT 464287671 342386 3857 SH SOLE 3857 0 0 ISHARES TR RUS 1000 ETF 464287622 1758596 7808 SH SOLE 7808 0 0 JOHNSON & JOHNSON COM 478160104 487210 3143 SH SOLE 3143 0 0 JPMORGAN CHASE & CO COM 46625H100 616236 4729 SH SOLE 4729 0 0 LAUDER ESTEE COS INC CL A 518439104 428594 1739 SH SOLE 1739 0 0 META PLATFORMS INC CL A 30303M102 243731 1150 SH SOLE 1150 0 0 MICROSOFT CORP COM 594918104 203828 707 SH SOLE 707 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 627890 16424 SH SOLE 16424 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 663195 11898 SH SOLE 11898 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 2443821 84568 SH SOLE 84568 0 0 PIMCO ETF TR 25YR+ ZERO U S 72201R882 12564970 131186 SH SOLE 131186 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 3964455 79977 SH SOLE 79977 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 4207434 83813 SH SOLE 83813 0 0 PROSHARES TR PSHS ULTRA DOW30 74347R305 4183965 65641 SH SOLE 65641 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 2291842 45446 SH SOLE 45446 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 1951776 29949 SH SOLE 29949 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 635533 13139 SH SOLE 13139 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 28020206 427268 SH SOLE 427268 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 13692968 41167 SH SOLE 41167 0 0 SPDR GOLD TR GOLD SHS 78463V107 586670 3202 SH SOLE 3202 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 7853738 19184 SH SOLE 19184 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 1182054 40845 SH SOLE 40845 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 1641982 53173 SH SOLE 53173 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 6215805 112280 SH SOLE 112280 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 8656263 179777 SH SOLE 179777 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 5914068 145237 SH SOLE 145237 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 19575896 52054 SH SOLE 52054 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 25832615 103562 SH SOLE 103562 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 773968 5604 SH SOLE 5604 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 460373 7678 SH SOLE 7678 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 11813379 180329 SH SOLE 180329 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 2046819 28543 SH SOLE 28543 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 213524 5490 SH SOLE 5490 0 0 WISDOMTREE TR BLMBG US BULL 97717W471 11894229 456242 SH SOLE 456242 0 0