0001172661-23-002502.txt : 20230713 0001172661-23-002502.hdr.sgml : 20230713 20230713154857 ACCESSION NUMBER: 0001172661-23-002502 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20230630 FILED AS OF DATE: 20230713 DATE AS OF CHANGE: 20230713 EFFECTIVENESS DATE: 20230713 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: 231086740 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 true false 0001713678 XXXXXXXX 06-30-2023 06-30-2023 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 07-13-2023 0 71 347600831
INFORMATION TABLE 2 infotable.xml AMGEN INC COM 031162100 305055 1374 SH SOLE 1374 0 0 APPLE INC COM 037833100 1910712 9851 SH SOLE 9851 0 0 AT&T INC COM 00206R102 197412 12377 SH SOLE 12377 0 0 BOOKING HOLDINGS INC COM 09857L108 334841 124 SH SOLE 124 0 0 CEDAR FAIR L P DEPOSITRY UNIT 150185106 257047 6431 SH SOLE 6431 0 0 CONOCOPHILLIPS COM 20825C104 222969 2152 SH SOLE 2152 0 0 EXXON MOBIL CORP COM 30231G102 343256 3201 SH SOLE 3201 0 0 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 489602 4580 SH SOLE 4580 0 0 GLOBAL X FDS GLBX SUPRINC ETF 37950E333 96077 10628 SH SOLE 10628 0 0 HONEYWELL INTL INC COM 438516106 235513 1135 SH SOLE 1135 0 0 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 171335 15069 SH SOLE 15069 0 0 INVESCO QQQ TR UNIT SER 1 46090E103 17050305 46154 SH SOLE 46154 0 0 ISHARES GOLD TR ISHARES NEW 464285204 29529211 811465 SH SOLE 811465 0 0 ISHARES TR DOW JONES US ETF 464287846 914305 8440 SH SOLE 8440 0 0 ISHARES TR S&P 100 ETF 464287101 5215427 25188 SH SOLE 25188 0 0 ISHARES TR ESG AWR MSCI USA 46435G425 675983 6936 SH SOLE 6936 0 0 ISHARES TR MORNINGSTAR GRWT 464287119 2539789 40740 SH SOLE 40740 0 0 ISHARES TR MORNINGSTAR VALU 464288109 1330400 20000 SH SOLE 20000 0 0 ISHARES TR CORE S&P SCP ETF 464287804 225381 2262 SH SOLE 2262 0 0 ISHARES TR RUS 1000 GRW ETF 464287614 3198142 11622 SH SOLE 11622 0 0 ISHARES TR PFD AND INCM SEC 464288687 288948 9342 SH SOLE 9342 0 0 ISHARES TR CORE S&P US GWT 464287671 361561 3703 SH SOLE 3703 0 0 ISHARES TR 7-10 YR TRSY BD 464287440 23322751 241436 SH SOLE 241436 0 0 ISHARES TR RUS TP200 VL ETF 464289420 393580 5836 SH SOLE 5836 0 0 ISHARES TR S&P 500 VAL ETF 464287408 3098839 19225 SH SOLE 19225 0 0 ISHARES TR RUS 1000 VAL ETF 464287598 1546576 9799 SH SOLE 9799 0 0 ISHARES TR CORE S&P500 ETF 464287200 15840169 35539 SH SOLE 35539 0 0 ISHARES TR RUS 1000 ETF 464287622 1863880 7647 SH SOLE 7647 0 0 ISHARES TR 3 7 YR TREAS BD 464288661 1168275 10136 SH SOLE 10136 0 0 ISHARES TR SHORT TREAS BD 464288679 828706 7503 SH SOLE 7503 0 0 ISHARES TR 10-20 YR TRS ETF 464288653 869576 7850 SH SOLE 7850 0 0 ISHARES TR ESG MSCI USA ETF 46436E767 2755927 76660 SH SOLE 76660 0 0 ISHARES TR S&P 500 GRWT ETF 464287309 2878474 40841 SH SOLE 40841 0 0 ISHARES TR RUS MDCP VAL ETF 464287473 13172123 119921 SH SOLE 119921 0 0 ISHARES TR RUS TOP 200 ETF 464289446 563486 5284 SH SOLE 5284 0 0 ISHARES TR RUS MD CP GR ETF 464287481 15465825 160052 SH SOLE 160052 0 0 ISHARES TR RUS TP200 GR ETF 464289438 552264 3483 SH SOLE 3483 0 0 ISHARES TR ESG SCRD S&P MID 46436E551 613134 17213 SH SOLE 17213 0 0 JOHNSON & JOHNSON COM 478160104 521023 3148 SH SOLE 3148 0 0 JPMORGAN CHASE & CO COM 46625H100 687786 4729 SH SOLE 4729 0 0 LAUDER ESTEE COS INC CL A 518439104 341505 1739 SH SOLE 1739 0 0 META PLATFORMS INC CL A 30303M102 330027 1150 SH SOLE 1150 0 0 MICROSOFT CORP COM 594918104 240762 707 SH SOLE 707 0 0 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 618017 17836 SH SOLE 17836 0 0 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 738993 11879 SH SOLE 11879 0 0 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 650864 16676 SH SOLE 16676 0 0 PIMCO EQUITY SER RAFI ESG US 72201T342 2652359 87234 SH SOLE 87234 0 0 PIMCO ETF TR 25YR+ ZERO U S 72201R882 12371251 134426 SH SOLE 134426 0 0 PROSHARES TR PSHS ULT S&P 500 74347R107 4993947 85880 SH SOLE 85880 0 0 PROSHARES TR PSHS ULTRA DOW30 74347R305 4553894 67525 SH SOLE 67525 0 0 PROSHARES TR PSHS ULTRA QQQ 74347R206 5142410 79876 SH SOLE 79876 0 0 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2383485 31801 SH SOLE 31801 0 0 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 822942 15714 SH SOLE 15714 0 0 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 28908858 430897 SH SOLE 430897 0 0 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 2563940 52028 SH SOLE 52028 0 0 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 14433448 41976 SH SOLE 41976 0 0 SPDR S&P 500 ETF TR TR UNIT 78462F103 8374002 18891 SH SOLE 18891 0 0 SPDR SER TR PORTFOLIO LN TSR 78464A664 1896228 63419 SH SOLE 63419 0 0 SPDR SER TR PORTFLI INTRMDIT 78464A672 1170923 41390 SH SOLE 41390 0 0 SPDR SER TR PRTFLO S&P500 VL 78464A508 6700924 155114 SH SOLE 155114 0 0 SPDR SER TR PRTFLO S&P500 GW 78464A409 7091099 116228 SH SOLE 116228 0 0 SPDR SER TR PORTFOLIO S&P500 78464A854 9343531 179304 SH SOLE 179304 0 0 TESLA INC COM 88160R101 205751 786 SH SOLE 786 0 0 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 21828930 53597 SH SOLE 53597 0 0 VANGUARD INDEX FDS VALUE ETF 922908744 962585 6774 SH SOLE 6774 0 0 VANGUARD INDEX FDS GROWTH ETF 922908736 29452351 104087 SH SOLE 104087 0 0 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 11701654 184191 SH SOLE 184191 0 0 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 450391 7678 SH SOLE 7678 0 0 VANGUARD WORLD FD ESG US STK ETF 921910733 2247313 28683 SH SOLE 28683 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 204190 5490 SH SOLE 5490 0 0 WISDOMTREE TR BLMBG US BULL 97717W471 12188592 459600 SH SOLE 459600 0 0