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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

GenWealth Group, Inc.

Quarter ended Q2 2025 · Filed July 16, 2025 · Accession 0001172661-25-002615

Total Value
$495.9M
Positions
70
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (70)

#IssuerTicker / CUSIPSharesValue% of Filing
1ISHARES GOLD TRIAU685,552$42.8M8.62%
2SCHWAB STRATEGIC TR8085244091,537,451$42.5M8.58%
3VANGUARD INDEX FDS92290873691,915$40.3M8.13%
4ISHARES TR464287440388,469$37.2M7.50%
5VANGUARD INDEX FDS92290836357,472$32.6M6.58%
6ISHARES TR464287481192,302$26.7M5.38%
7ISHARES TR464287507410,976$25.5M5.14%
8INVESCO QQQ TRIVZ41,209$22.7M4.58%
9ISHARES TR46428720034,941$21.7M4.38%
10SPDR DOW JONES INDL AVERAGE78467X10947,338$20.9M4.21%
11PIMCO ETF TR72201R882295,344$19.8M3.99%
12WISDOMTREE TRWT589,940$15.2M3.07%
13VANGUARD SCOTTSDALE FDS92206C847268,382$15.1M3.04%
14SPDR SERIES TRUST78464A854171,512$12.5M2.51%
15SPDR SERIES TRUST78464A409117,151$11.2M2.25%
16SPDR SERIES TRUST78464A508195,086$10.2M2.06%
17SPDR S&P 500 ETF TRSPY15,285$9.4M1.90%
18PROSHARES TR74347R20679,730$9.4M1.89%
19PROSHARES TR74347R10791,037$8.9M1.79%
20PROSHARES TR74347R30576,264$7.5M1.51%
21ISHARES TR46428710117,820$5.4M1.09%
22ISHARES TR4642876149,177$3.9M0.79%
23SCHWAB STRATEGIC TR808524300127,376$3.7M0.75%
24ISHARES TR46428730932,836$3.6M0.73%
25ISHARES TR46436E76763,214$3.4M0.69%
26PIMCO EQUITY SER72201T34283,517$3.2M0.64%
27ISHARES TR46428711932,147$3.1M0.63%
28DBX ETF TR23305114351,745$2.9M0.58%
29ISHARES TR46428740814,378$2.8M0.57%
30APPLE INCAAPL10,939$2.2M0.45%
31SCHWAB STRATEGIC TR80852485488,635$2.2M0.45%
32ISHARES TR4642876226,386$2.2M0.44%
33SPDR SERIES TRUST78464A66479,182$2.1M0.42%
34VANGUARD INDEX FDS92290874411,863$2.1M0.42%
35ISHARES TR46428867915,999$1.8M0.36%
36ISHARES TR46428810917,994$1.5M0.30%
37ISHARES TR4642875987,552$1.5M0.30%
38SCHWAB STRATEGIC TR80852420158,848$1.4M0.29%
39SPDR SERIES TRUST78464A67248,767$1.4M0.28%
40JPMORGAN CHASE & CO.VYLD4,005$1.2M0.23%
41META PLATFORMS INCMETA1,570$1.2M0.23%
42ISHARES TR4642886618,061$959,9840.19%
43ISHARES TR4642878465,984$902,8300.18%
44ISHARES TR4642894383,327$820,1390.17%
45MICROSOFT CORPMSFT1,180$586,9440.12%
46JOHNSON & JOHNSONJNJ3,562$544,0700.11%
47BERKSHIRE HATHAWAY INC DELBRK-A1,073$521,2310.11%
48ISHARES TR4642894205,836$491,3330.10%
49ISHARES TR4642886534,388$445,8630.09%
50ISHARES TR4642894462,860$437,9230.09%
51EXXON MOBIL CORPXOM3,843$414,2890.08%
52AT&T INCT-PC14,191$410,6850.08%
53ISHARES TR4642876712,552$383,8210.08%
54AMGEN INCAMGN1,374$383,6350.08%
55TESLA INCTSLA1,022$324,6490.07%
56ALLSTATE CORPALL-PJ1,602$322,4990.07%
57WISDOMTREE TRWT6,367$320,3240.06%
58ISHARES TR4642886879,342$286,6130.06%
59HONEYWELL INTL INC4385161061,135$264,3190.05%
60ALPHABET INCGOOG1,410$250,1200.05%
61VERIZON COMMUNICATIONS INCVZ5,606$242,5780.05%
62VANGUARD WORLD FD92204A702360$238,7810.05%
63MARRIOTT INTL INC NEW571903202807$220,4800.04%
64AUTOMATIC DATA PROCESSING INADP712$219,5810.04%
65ELI LILLY & COLLY280$218,2680.04%
66VANGUARD SCOTTSDALE FDS92206C7063,530$211,1290.04%
67FIRST TR EXCHANGE-TRADED FD3373441051,525$208,1470.04%
68EMERSON ELEC COEMR1,557$207,5950.04%
69INVESCO EXCH TRADED FD TR IIIVZ15,069$167,7180.03%
70GLOBAL X FDS37950E33310,628$95,3330.02%