Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
---|---|---|---|
AMERICAN CENTY ETF TR (AVUV) | 196,830 | +196,830 | $17,675 |
AVUV | 196,830 | +196,830 | $17,675 |
DIMENSIONAL ETF TRUST (DUHP) | 463,479 | +463,479 | $13,260 |
DUHP | 463,479 | +463,479 | $13,260 |
ISHARES TR (QUAL) | 82,010 | +82,010 | $12,067 |
QUAL | 82,010 | +82,010 | $12,067 |
DIMENSIONAL ETF TRUST (DISV) | 408,150 | +408,150 | $10,524 |
DISV | 408,150 | +408,150 | $10,524 |
ISHARES TR (OEF) | 46,913 | +46,913 | $10,480 |
OEF | 46,913 | +46,913 | $10,480 |
AMERICAN CENTY ETF TR (AVLV) | 116,492 | +116,492 | $6,729 |
AVLV | 116,492 | +116,492 | $6,729 |
DIMENSIONAL ETF TRUST (DIHP) | 168,999 | +168,999 | $4,337 |
DIHP | 168,999 | +168,999 | $4,337 |
DIMENSIONAL ETF TRUST (DFSU) | 104,573 | +104,573 | $3,255 |
DFSU | 104,573 | +104,573 | $3,255 |
AMERICAN CENTY ETF TR (AVES) | 64,609 | +64,609 | $2,970 |
AVES | 64,609 | +64,609 | $2,970 |
ISHARES TR (IVV) | 5,388 | +5,388 | $2,573 |
IVV | 5,388 | +5,388 | $2,573 |
VANGUARD INDEX FDS (VBR) | 10,346 | +10,346 | $1,862 |
VBR | 10,346 | +10,346 | $1,862 |
VANGUARD INDEX FDS (VTI) | 6,366 | +6,366 | $1,510 |
VTI | 6,366 | +6,366 | $1,510 |
ISHARES TR (ISCV) | 23,415 | +23,415 | $1,386 |
ISCV | 23,415 | +23,415 | $1,386 |
DIMENSIONAL ETF TRUST (DFAC) | 44,053 | +44,053 | $1,288 |
DFAC | 44,053 | +44,053 | $1,288 |
DIMENSIONAL ETF TRUST (DFSI) | 37,290 | +37,290 | $1,194 |
DFSI | 37,290 | +37,290 | $1,194 |
AMERICAN CENTY ETF TR (AVSD) | 21,926 | +21,926 | $1,181 |
AVSD | 21,926 | +21,926 | $1,181 |
DIMENSIONAL ETF TRUST (DFAT) | 20,795 | +20,795 | $1,088 |
DFAT | 20,795 | +20,795 | $1,088 |
ISHARES TR (SCZ) | 17,269 | +17,269 | $1,069 |
SCZ | 17,269 | +17,269 | $1,069 |
ISHARES TR (REET) | 43,157 | +43,157 | $1,044 |
REET | 43,157 | +43,157 | $1,044 |
VANGUARD INDEX FDS (VTV) | 5,781 | +5,781 | $864 |
VTV | 5,781 | +5,781 | $864 |
ISHARES TR (VLUE) | 8,269 | +8,269 | $836 |
VLUE | 8,269 | +8,269 | $836 |
SPDR INDEX SHS FDS (SPEM) | 19,036 | +19,036 | $674 |
SPEM | 19,036 | +19,036 | $674 |
DIMENSIONAL ETF TRUST (DFIS) | 25,309 | +25,309 | $612 |
DFIS | 25,309 | +25,309 | $612 |
DIMENSIONAL ETF TRUST (DFSE) | 18,772 | +18,772 | $594 |
DFSE | 18,772 | +18,772 | $594 |
ISHARES TR (IWM) | 2,765 | +2,765 | $555 |
IWM | 2,765 | +2,765 | $555 |
DIMENSIONAL ETF TRUST (DFIV) | 16,083 | +16,083 | $553 |
DFIV | 16,083 | +16,083 | $553 |
GOLDMAN SACHS ETF TR (GSLC) | 5,027 | +5,027 | $472 |
GSLC | 5,027 | +5,027 | $472 |
AMERICAN CENTY ETF TR (AVEM) | 8,345 | +8,345 | $471 |
AVEM | 8,345 | +8,345 | $471 |
ISHARES INC (EEMS) | 7,645 | +7,645 | $442 |
EEMS | 7,645 | +7,645 | $442 |
SPDR INDEX SHS FDS (SPDW) | 12,592 | +12,592 | $428 |
SPDW | 12,592 | +12,592 | $428 |
AMERICAN CENTY ETF TR (AVRE) | 8,986 | +8,986 | $389 |
AVRE | 8,986 | +8,986 | $389 |
VANGUARD INTL EQUITY INDEX F (VEU) | 6,403 | +6,403 | $359 |
VEU | 6,403 | +6,403 | $359 |
VANGUARD INTL EQUITY INDEX F (VSS) | 2,796 | +2,796 | $322 |
VSS | 2,796 | +2,796 | $322 |
SELECT SECTOR SPDR TR (XLRE) | 7,691 | +7,691 | $308 |
XLRE | 7,691 | +7,691 | $308 |
AMERICAN CENTY ETF TR (AVDV) | 4,804 | +4,804 | $300 |
AVDV | 4,804 | +4,804 | $300 |
SPDR SER TR (SPYV) | 6,431 | +6,431 | $300 |
SPYV | 6,431 | +6,431 | $300 |
MANAGER DIRECTED PORTFOLIOS | 27,955 | +27,955 | $278 |
VGSR | 27,955 | +27,955 | $278 |
VANGUARD INTL EQUITY INDEX F (VNQI) | 6,440 | +6,440 | $274 |
VNQI | 6,440 | +6,440 | $274 |
DIMENSIONAL ETF TRUST (DFUV) | 7,193 | +7,193 | $268 |
DFUV | 7,193 | +7,193 | $268 |
VANGUARD INDEX FDS (VXF) | 1,590 | +1,590 | $261 |
VXF | 1,590 | +1,590 | $261 |
ISHARES TR (IJR) | 2,372 | +2,372 | $257 |
IJR | 2,372 | +2,372 | $257 |
SCHWAB STRATEGIC TR | 7,104 | +7,104 | $248 |
FNDC | 7,104 | +7,104 | $248 |
VANGUARD INDEX FDS (VV) | 1,134 | +1,134 | $247 |
VV | 1,134 | +1,134 | $247 |
ISHARES TR (IVLU) | 8,494 | +8,494 | $225 |
IVLU | 8,494 | +8,494 | $225 |
DIMENSIONAL ETF TRUST (DFAX) | 9,155 | +9,155 | $224 |
DFAX | 9,155 | +9,155 | $224 |
ISHARES TR (IJJ) | 1,814 | +1,814 | $207 |
IJJ | 1,814 | +1,814 | $207 |
TCW STRATEGIC INCOME FD INC | 16,916 | +16,916 | $78 |
TSI | 16,916 | +16,916 | $78 |
See Full List: All Stocks Held By MB Generational Wealth LLC
— Including:
Biggest new positions
Biggest exits
See Details: Top 10 Stocks Held By MB Generational Wealth LLC
Size ($ in 1000's)
At 12/31/2023: $106,594 At 09/30/2023: $0 MB Generational Wealth LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MB Generational Wealth LLC 13F filings. Link to 13F filings: SEC filings |