Filer Name: GEN FINANCIAL MANAGEMENT, INC.
CIK: 2032497
Period: 2024-12-31
Filed At: 2025-01-24
Number of Holdings: 56
Portfolio Value: $0.15B

Gen Financial Management, Inc. Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
VIG US VANGUARD DIVIDEND APPREC ETF 142,603 $28M 18.13% - -
SCHX US SCHWAB US LARGE-CAP ETF 1,116,276 $26M 16.79% - -
VIGI US VANGUARD INT DIV APP INDX FD 319,877 $26M 16.61% - -
VGSH US VANGUARD SHORT-TERM TREASURY 336,919 $20M 12.72% - -
COWZ US PACER US CASH COWS 100 ETF 309,296 $17M 11.35% - -
VTEB US VANGUARD TAX-EXEMPT BOND ETF 64,518 $3M 2.10% - -
DFLV US DIM US LARGE CAP VALUE ETF 70,604 $2M 1.38% - -
VOOG US VANGUARD S&P 500 GROWTH ETF 4,636 $2M 1.10% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 63,541 $2M 1.07% - -
IVV US ISHARES CORE S&P 500 ETF 2,495 $1M 0.95% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 3,197 $1M 0.94% - -
DUHP US DIMENSIONAL US HIGH PROFI ET 39,291 $1M 0.86% - -
IGSB US ISHARES 1-5Y INV GRADE CORP 24,234 $1M 0.81% - -
DFCF US DIMENSIONAL CORE FIXED INC 29,682 $1M 0.80% - -
SHY US ISHARES 1-3 YEAR TREASURY BO 14,569 $1M 0.78% - -
VT US VANGUARD TOT WORLD STK ETF 9,419 $1M 0.72% - -
FETH US FIDELITY ETHEREUM FUND 32,394 $1M 0.70% - -
AOA US ISHARES CORE AGGRESSIVE ALLO 13,087 $1M 0.65% - -
UNH US UNITEDHEALTH GROUP INC 1,951 $1M 0.64% - -
VV US VANGUARD LARGE-CAP ETF 3,597 $1M 0.63% - -
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