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MB Generational Wealth

Latest statistics and disclosures from MB Generational Wealth's latest quarterly 13F-HR filing:

Central Index Key (CIK): 0002009056

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Positions held by MB Generational Wealth consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for MB Generational Wealth

MB Generational Wealth holds 48 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
American Centy Etf Tr Us Sml Cp Valu (AVUV)	16.6	$18M	197k	89.80	View chart
Dimensional Etf Trust Us High Profitab (DUHP)	12.4	$13M	464k	28.61	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	11.3	$12M	82k	147.14	View chart
Dimensional Etf Trust Intl Small Cap V (DISV)	9.9	$11M	408k	25.79	View chart
Ishares Tr S&p 100 Etf (OEF)	9.8	$11M	47k	223.39	View chart
American Centy Etf Tr Us Large Cap Vlu (AVLV)	6.3	$6.7M	117k	57.76	View chart
Dimensional Etf Trust Intl High Profit (DIHP)	4.1	$4.3M	169k	25.66	View chart
Dimensional Etf Trust Us Sustainabilty (DFSU)	3.1	$3.3M	105k	31.13	View chart
American Centy Etf Tr Emerging Mkt Val (AVES)	2.8	$3.0M	65k	45.97	View chart
Ishares Tr Core S&p500 Etf (IVV)	2.4	$2.6M	5.4k	477.63	View chart
Vanguard Index Fds Sm Cp Val Etf (VBR)	1.7	$1.9M	10k	179.97	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	1.4	$1.5M	6.4k	237.22	View chart
Ishares Tr Mrning Sm Cp Etf (ISCV)	1.3	$1.4M	23k	59.21	View chart
Dimensional Etf Trust Us Core Equity 2 (DFAC)	1.2	$1.3M	44k	29.23	View chart
Dimensional Etf Trust International (DFSI)	1.1	$1.2M	37k	32.03	View chart
American Centy Etf Tr Avantis Responsi (AVSD)	1.1	$1.2M	22k	53.88	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	1.0	$1.1M	21k	52.33	View chart
Ishares Tr Eafe Sml Cp Etf (SCZ)	1.0	$1.1M	17k	61.90	View chart
Ishares Tr Global Reit Etf (REET)	1.0	$1.0M	43k	24.18	View chart
Vanguard Index Fds Value Etf (VTV)	0.8	$864k	5.8k	149.50	View chart
Ishares Tr Msci Usa Value (VLUE)	0.8	$837k	8.3k	101.16	View chart
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)	0.6	$674k	19k	35.41	View chart
Dimensional Etf Trust Intl Small Cap E (DFIS)	0.6	$612k	25k	24.17	View chart
Dimensional Etf Trust Emerging Markets (DFSE)	0.6	$594k	19k	31.62	View chart
Ishares Tr Russell 2000 Etf (IWM)	0.5	$555k	2.8k	200.71	View chart
Dimensional Etf Trust Internatnal Val (DFIV)	0.5	$553k	16k	34.36	View chart
Goldman Sachs Etf Tr Activebeta Us Lg (GSLC)	0.4	$472k	5.0k	93.81	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.4	$471k	8.3k	56.39	View chart
Ishares Em Mkt Sm-cp Etf (EEMS)	0.4	$442k	7.6k	57.81	View chart
Spdr Index Shs Fds Portfolio Devlpd (SPDW)	0.4	$428k	13k	34.01	View chart
American Centy Etf Tr Real Estate Etf (AVRE)	0.4	$389k	9.0k	43.31	View chart
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)	0.3	$326k	6.4k	50.87	View chart
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)	0.3	$322k	2.8k	115.03	View chart
Select Sector Spdr Tr Rl Est Sel Sec (XLRE)	0.3	$308k	7.7k	40.06	View chart
American Centy Etf Tr Intl Smcp Vlu (AVDV)	0.3	$300k	4.8k	62.49	View chart
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)	0.3	$300k	6.4k	46.63	View chart
Manager Directed Portfolios Vert Glb Sust Re (VGSR)	0.3	$278k	28k	9.96	View chart
Vanguard Intl Equity Index F Glb Ex Us Etf (VNQI)	0.3	$274k	6.4k	42.59	View chart
Dimensional Etf Trust Us Mktwide Value (DFUV)	0.3	$268k	7.2k	37.22	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.2	$261k	1.6k	164.42	View chart
Ishares Tr Core S&p Scp Etf (IJR)	0.2	$257k	2.4k	108.25	View chart
Schwab Strategic Tr Schwb Fdt Int Sc (FNDC)	0.2	$248k	7.1k	34.86	View chart
Vanguard Index Fds Large Cap Etf (VV)	0.2	$247k	1.1k	218.15	View chart
Ishares Tr Msci Intl Vlu Ft (IVLU)	0.2	$225k	8.5k	26.51	View chart
Dimensional Etf Trust World Ex Us Core (DFAX)	0.2	$224k	9.2k	24.42	View chart
Ishares Tr S&p Mc 400vl Etf (IJJ)	0.2	$207k	1.8k	114.04	View chart
TCW Strategic Income Fund (TSI)	0.1	$78k	17k	4.59	View chart
Aberdeen Asia-Pacific Income Fund (FAX)	0.1	$56k	21k	2.71	View chart

Past Filings by MB Generational Wealth

SEC 13F filings are viewable for MB Generational Wealth going back to 2023

MB Generational Wealth 2023 Q4 filed Feb. 8, 2024

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