The Analysis of MB Generational Wealth, LLC's Holdings

Currently, MB Generational Wealth, LLC holds 67 types of securities in its portfolio with a total value $188.9M. In the most recent quarter, they have increased their positions in N/A (+22.9K shares, valued at $7.0M), DFAC (+93.7K shares, valued at $3.7M), DFSD (+52.9K shares, valued at $2.5M); decreased their positions in OEF (-1.4K shares, valued at $489.1K), ISCV (-5.9K shares, valued at $402.6K), VEU (-1.4K shares, valued at $101.1K); initiated new positions in N/A (+22.9K shares, valued at $7.0M), DFSD (+52.9K shares, valued at $2.5M), DUSB (+23.8K shares, valued at $1.2M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

DUHP DIMENSIONAL ETF TRUST558.7K shares6.43%2025-12-312026-02-10

AVUV AMERICAN CENTY ETF TR176.8K shares3.59%2025-12-312026-02-10

DISV DIMENSIONAL ETF TRUST436.2K shares3.89%2025-12-312026-02-10

QUAL ISHARES TR82.7K shares-0.17%2025-12-312026-02-10

OEF ISHARES TR46.3K shares-2.99%2025-12-312026-02-10

AVLV AMERICAN CENTY ETF TR127.0K shares0.24%2025-12-312026-02-10

DFAC DIMENSIONAL ETF TRUST193.8K shares93.60%2025-12-312026-02-10

GE AEROSPACE GE AEROSPACE22.9K sharesnew addition2025-12-312026-02-10

Sponsored

DIHP DIMENSIONAL ETF TRUST201.8K shares3.47%2025-12-312026-02-10

ISCV ISHARES TR88.0K shares-6.26%2025-12-312026-02-10

GOSS GOSSAMER BIO INC1.6M shares13.47%2025-12-312026-02-10

DFSU DIMENSIONAL ETF TRUST99.2K shares15.30%2025-12-312026-02-10

AVES AMERICAN CENTY ETF TR70.8K shares7.11%2025-12-312026-02-10

IVV ISHARES TR4.8K shares-0.14%2025-12-312026-02-10

DFSD DIMENSIONAL ETF TRUST52.9K sharesnew addition2025-12-312026-02-10

DFCF DIMENSIONAL ETF TRUST58.5K shares284.83%2025-12-312026-02-10

Sponsored

DFAW DIMENSIONAL ETF TRUST29.5K shares30.81%2025-12-312026-02-10

VTI VANGUARD INDEX FDS6.4K shares0.00%2025-12-312026-02-10

DFIP DIMENSIONAL ETF TRUST47.8K shares459.26%2025-12-312026-02-10

DFNM DIMENSIONAL ETF TRUST40.7K shares231.40%2025-12-312026-02-10

DFSV DIMENSIONAL ETF TRUST59.3K shares77.90%2025-12-312026-02-10

DFAU DIMENSIONAL ETF TRUST40.2K shares224.30%2025-12-312026-02-10

VBR VANGUARD INDEX FDS8.8K shares4.82%2025-12-312026-02-10

DFIC DIMENSIONAL ETF TRUST48.4K shares96.16%2025-12-312026-02-10

Sponsored

DFSI DIMENSIONAL ETF TRUST37.2K shares6.23%2025-12-312026-02-10

AVEM AMERICAN CENTY ETF TR20.4K shares0.00%2025-12-312026-02-10

AVSD AMERICAN CENTY ETF TR19.8K shares0.00%2025-12-312026-02-10

REET ISHARES TR53.1K shares0.00%2025-12-312026-02-10

SCZ ISHARES TR16.5K shares0.00%2025-12-312026-02-10

DUSB DIMENSIONAL ETF TRUST23.8K sharesnew addition2025-12-312026-02-10

GSLC GOLDMAN SACHS ETF TR8.4K shares0.00%2025-12-312026-02-10

VTV VANGUARD INDEX FDS5.8K shares0.00%2025-12-312026-02-10

Sponsored

DFAT DIMENSIONAL ETF TRUST17.4K shares0.12%2025-12-312026-02-10

AVRE AMERICAN CENTY ETF TR20.7K shares-0.33%2025-12-312026-02-10

VLUE ISHARES TR6.4K shares0.00%2025-12-312026-02-10

DFIS DIMENSIONAL ETF TRUST25.1K shares1.31%2025-12-312026-02-10

IWM ISHARES TR3.3K shares-8.58%2025-12-312026-02-10

DFIV DIMENSIONAL ETF TRUST15.8K shares0.21%2025-12-312026-02-10

DFSE DIMENSIONAL ETF TRUST18.4K shares11.00%2025-12-312026-02-10

SPEM SPDR INDEX SHS FDS15.9K shares-1.58%2025-12-312026-02-10

Sponsored

DFGR DIMENSIONAL ETF TRUST24.3K shares149.93%2025-12-312026-02-10

DFUV DIMENSIONAL ETF TRUST12.8K shares77.53%2025-12-312026-02-10

FNDC SCHWAB STRATEGIC TR12.1K shares-5.38%2025-12-312026-02-10

EEMS ISHARES INC7.6K shares0.00%2025-12-312026-02-10

GLD SPDR GOLD TR1.2K shares4.46%2025-12-312026-02-10

AVSE AMERICAN CENTY ETF TR6.7K shares-1.96%2025-12-312026-02-10

VEU VANGUARD INTL EQUITY INDEX F4.9K shares-21.79%2025-12-312026-02-10

DFGX DIMENSIONAL ETF TRUST6.5K sharesnew addition2025-12-312026-02-10

Sponsored

IVLU ISHARES TR9.0K shares-1.36%2025-12-312026-02-10

SCHV SCHWAB STRATEGIC TR11.4K shares-0.85%2025-12-312026-02-10

SPHQ INVESCO EXCHANGE TRADED FD T4.5K shares-12.44%2025-12-312026-02-10

BBIN J P MORGAN EXCHANGE TRADED F4.4K shares0.00%2025-12-312026-02-10

VTES VANGUARD WELLINGTON FD3.1K shares41.91%2025-12-312026-02-10

VANGUARD INDEX FDS VANGUARD INDEX FDS486 shares-1.82%2025-12-312026-02-10

DWX SPDR INDEX SHS FDS6.9K shares-0.65%2025-12-312026-02-10

DFAX DIMENSIONAL ETF TRUST9.3K shares0.88%2025-12-312026-02-10

Sponsored

PDN INVESCO EXCH TRADED FD TR II7.2K shares-12.65%2025-12-312026-02-10

AGG ISHARES TR3.0K shares0.00%2025-12-312026-02-10

VTEB VANGUARD MUN BD FDS6.0K shares-1.18%2025-12-312026-02-10

IJH ISHARES TR4.5K shares-23.63%2025-12-312026-02-10

SPDW SPDR INDEX SHS FDS6.6K shares-3.96%2025-12-312026-02-10

ALPHABET INC ALPHABET INC916 sharesnew addition2025-12-312026-02-10

VGSR MANAGER DIRECTED PORTFOLIOS24.3K shares2.88%2025-12-312026-02-10

IJJ ISHARES TR1.8K shares0.00%2025-12-312026-02-10

Sponsored

VNQI VANGUARD INTL EQUITY INDEX F5.2K shares0.00%2025-12-312026-02-10

ESGV VANGUARD WORLD FD1.8K shares-6.60%2025-12-312026-02-10

ZONE CLEANCORE SOLUTIONS INC29.0K shares0.00%2025-12-312026-02-10

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available