Filer Name: MB GENERATIONAL WEALTH, LLC
CIK: 2009056
Period: 2024-12-31
Filed At: 2025-02-04
Number of Holdings: 50
Portfolio Value: $0.14B

Mb Generational Wealth, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
AVUV US AVANTIS US SMALL CAP VALUE 217,613 $21M 15.41% -0.4% -
DUHP US DIMENSIONAL US HIGH PROFI ET 536,106 $18M 13.29% -1.5% -
QUAL US ISHARES MSCI USA QUALITY FAC 90,403 $16M 11.81% -0.6% -
OEF US ISHARES S&P 100 ETF 51,359 $15M 10.88% -0.3% -
DISV US DIMENSIONAL INTERNATIONAL SM 468,732 $12M 9.14% 1.8% -
AVLV US AVANTIS US LARGE CAP VALUE 134,097 $9M 6.57% -0.5% -
DIHP US DIMENSIONAL INTERNATIONAL HI 202,719 $5M 3.75% 1.1% -
AVES US AVANTIS EMERGING MARKETS VAL 87,025 $4M 2.95% 1.3% -
DFSU US DIMENSIONAL US SUS CORE1 ETF 85,986 $3M 2.39% -2.0% -
IVV US ISHARES CORE S&P 500 ETF 4,952 $3M 2.14% - -
DFAC US DIMENSIONAL US CORE EQUITY 2 65,418 $2M 1.66% -6.8% -
VBR US VANGUARD SMALL-CAP VALUE ETF 10,122 $2M 1.47% -0.4% -
VGSH US VANGUARD SHORT-TERM TREASURY 34,386 $2M 1.47% 100.0% -
VTI US VANGUARD TOTAL STOCK MKT ETF 6,367 $2M 1.35% - -
ISCV US ISHARES MORNINGSTAR SMALL-CA 23,415 $1M 1.09% - -
REET US ISHARES GLOBAL REIT ETF 53,093 $1M 0.93% - -
AVSD US AVANTIS REPS INTERN EQUI ETF 21,917 $1M 0.90% - -
DFSI US DIMENSIONAL INT SUS COR1 ETF 35,162 $1M 0.85% 1.7% -
DFAT US DIMENSIONAL US TARGET VALUE 20,563 $1M 0.84% -0.7% -
SCZ US ISHARES MSCI EAFE SMALL-CAP 18,775 $1M 0.84% -20.4% -
SmartTypes

Empowering investors with intelligent data analytics and market insights.

Quick Links
Connect With Us