0001172661-24-000198.txt : 20240111 0001172661-24-000198.hdr.sgml : 20240111 20240111093211 ACCESSION NUMBER: 0001172661-24-000198 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20231231 FILED AS OF DATE: 20240111 DATE AS OF CHANGE: 20240111 EFFECTIVENESS DATE: 20240111 FILER: COMPANY DATA: COMPANY CONFORMED NAME: GenWealth Group, Inc. CENTRAL INDEX KEY: 0001713678 ORGANIZATION NAME: 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: 24528121 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 12-31-2023 12-31-2023 false GenWealth Group, Inc.

6 Inwood Place Maplewood NJ 07040

13F HOLDINGS REPORT 028-18114 000154569 801-71876 N Michael Leanza 973-761-0400 /s/ Michael Leanza Maplewood NJ 01-11-2024 0 70 361993797 INFORMATION TABLE 2 infotable.xml ALPHABET INC CAP STK CL C 02079K107 233944 1660 SH SOLE 0 0 1660 AMGEN INC COM 031162100 395739 1374 SH SOLE 0 0 1374 APPLE INC COM 037833100 2030665 10547 SH SOLE 0 0 10547 AT&T INC COM 00206R102 224734 13393 SH SOLE 0 0 13393 BERKSHIRE HATHAWAY INC DEL CL B NEW 084670702 212569 596 SH SOLE 0 0 596 CEDAR FAIR L P DEPOSITRY UNIT 150185106 255954 6431 SH SOLE 0 0 6431 CONOCOPHILLIPS COM 20825C104 249783 2152 SH SOLE 0 0 2152 EXXON MOBIL CORP COM 30231G102 203128 2032 SH SOLE 0 0 2032 FIRST TR NAS100 EQ WEIGHTED SHS 337344105 537921 4580 SH SOLE 0 0 4580 GLOBAL X FDS GLBX SUPRINC ETF 37950E333 96502 10628 SH SOLE 0 0 10628 HONEYWELL INTL INC COM 438516106 238021 1135 SH SOLE 0 0 1135 INVESCO EXCH TRADED FD TR II PFD ETF 46138E511 172841 15069 SH SOLE 0 0 15069 INVESCO QQQ TR UNIT SER 1 46090E103 16434780 40132 SH SOLE 0 0 40132 ISHARES GOLD TR ISHARES NEW 464285204 31513486 807417 SH SOLE 0 0 807417 ISHARES TR S&P 100 ETF 464287101 4939153 22110 SH SOLE 0 0 22110 ISHARES TR SHORT TREAS BD 464288679 1022337 9283 SH SOLE 0 0 9283 ISHARES TR RUS 1000 GRW ETF 464287614 3274236 10800 SH SOLE 0 0 10800 ISHARES TR MORNINGSTAR VALU 464288109 1335777 18915 SH SOLE 0 0 18915 ISHARES TR RUS TP200 GR ETF 464289438 610291 3483 SH SOLE 0 0 3483 ISHARES TR RUS TP200 VL ETF 464289420 409512 5836 SH SOLE 0 0 5836 ISHARES TR PFD AND INCM SEC 464288687 291377 9342 SH SOLE 0 0 9342 ISHARES TR CORE S&P US GWT 464287671 292937 2814 SH SOLE 0 0 2814 ISHARES TR 3 7 YR TREAS BD 464288661 1268869 10833 SH SOLE 0 0 10833 ISHARES TR RUS MD CP GR ETF 464287481 15426966 147683 SH SOLE 0 0 147683 ISHARES TR 10-20 YR TRS ETF 464288653 1100236 10163 SH SOLE 0 0 10163 ISHARES TR ESG SCRD S&P MID 46436E551 699610 18545 SH SOLE 0 0 18545 ISHARES TR S&P 500 VAL ETF 464287408 2644493 15208 SH SOLE 0 0 15208 ISHARES TR RUS MDCP VAL ETF 464287473 14697312 126385 SH SOLE 0 0 126385 ISHARES TR ESG MSCI USA ETF 46436E767 2845338 71455 SH SOLE 0 0 71455 ISHARES TR 7-10 YR TRSY BD 464287440 24353187 252653 SH SOLE 0 0 252653 ISHARES TR DOW JONES US ETF 464287846 904739 7764 SH SOLE 0 0 7764 ISHARES TR RUS 1000 VAL ETF 464287598 1465272 8867 SH SOLE 0 0 8867 ISHARES TR RUS TOP 200 ETF 464289446 570616 4958 SH SOLE 0 0 4958 ISHARES TR MORNINGSTAR GRWT 464287119 2368410 34922 SH SOLE 0 0 34922 ISHARES TR ESG AWR MSCI USA 46435G425 701915 6690 SH SOLE 0 0 6690 ISHARES TR RUS 1000 ETF 464287622 1826641 6965 SH SOLE 0 0 6965 ISHARES TR CORE S&P500 ETF 464287200 16086318 33679 SH SOLE 0 0 33679 ISHARES TR S&P 500 GRWT ETF 464287309 2763229 36794 SH SOLE 0 0 36794 JOHNSON & JOHNSON COM 478160104 467066 2980 SH SOLE 0 0 2980 JPMORGAN CHASE & CO COM 46625H100 663050 3898 SH SOLE 0 0 3898 LAUDER ESTEE COS INC CL A 518439104 254329 1739 SH SOLE 0 0 1739 META PLATFORMS INC CL A 30303M102 392896 1110 SH SOLE 0 0 1110 MICROSOFT CORP COM 594918104 398978 1061 SH SOLE 0 0 1061 NUSHARES ETF TR NUVEEN ESG LRGCP 67092P201 719223 10353 SH SOLE 0 0 10353 NUSHARES ETF TR NUVEEN ESG MIDCP 67092P409 727314 17182 SH SOLE 0 0 17182 NUSHARES ETF TR NUVEEN ESG LRGVL 67092P300 662504 18449 SH SOLE 0 0 18449 PIMCO EQUITY SER RAFI ESG US 72201T342 2809463 86390 SH SOLE 0 0 86390 PIMCO ETF TR 25YR+ ZERO U S 72201R882 7646164 89607 SH SOLE 0 0 89607 PROSHARES TR PSHS ULTRA DOW30 74347R305 4694505 59267 SH SOLE 0 0 59267 PROSHARES TR PSHS ULT S&P 500 74347R107 5184627 79678 SH SOLE 0 0 79678 PROSHARES TR PSHS ULTRA QQQ 74347R206 4945232 65069 SH SOLE 0 0 65069 SCHWAB STRATEGIC TR US LRG CAP ETF 808524201 799132 14169 SH SOLE 0 0 14169 SCHWAB STRATEGIC TR US LCAP VA ETF 808524409 30273132 431856 SH SOLE 0 0 431856 SCHWAB STRATEGIC TR INT-TRM U.S TRES 808524854 3626925 72947 SH SOLE 0 0 72947 SCHWAB STRATEGIC TR US LCAP GR ETF 808524300 2395055 28870 SH SOLE 0 0 28870 SPDR DOW JONES INDL AVERAGE UT SER 1 78467X109 15901653 42194 SH SOLE 0 0 42194 SPDR S&P 500 ETF TR TR UNIT 78462F103 8556531 18002 SH SOLE 0 0 18002 SPDR SER TR PORTFOLIO S&P500 78464A854 9317747 166686 SH SOLE 0 0 166686 SPDR SER TR PORTFLI INTRMDIT 78464A672 1391043 48706 SH SOLE 0 0 48706 SPDR SER TR PORTFOLIO LN TSR 78464A664 14227461 490264 SH SOLE 0 0 490264 SPDR SER TR PRTFLO S&P500 VL 78464A508 7806379 167411 SH SOLE 0 0 167411 SPDR SER TR PRTFLO S&P500 GW 78464A409 7560682 116211 SH SOLE 0 0 116211 VANGUARD INDEX FDS VALUE ETF 922908744 1102862 7377 SH SOLE 0 0 7377 VANGUARD INDEX FDS GROWTH ETF 922908736 29274897 94168 SH SOLE 0 0 94168 VANGUARD INDEX FDS S&P 500 ETF SHS 922908363 23828729 54553 SH SOLE 0 0 54553 VANGUARD SCOTTSDALE FDS INTER TERM TREAS 92206C706 285566 4814 SH SOLE 0 0 4814 VANGUARD SCOTTSDALE FDS LONG TERM TREAS 92206C847 7171658 116555 SH SOLE 0 0 116555 VANGUARD WORLD FD ESG US STK ETF 921910733 2330389 27397 SH SOLE 0 0 27397 VERIZON COMMUNICATIONS INC COM 92343V104 210723 5589 SH SOLE 0 0 5589 WISDOMTREE TR BLMBG US BULL 97717W471 11669044 464717 SH SOLE 0 0 464717