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CIK: 0002009056
Total reported value
$203.9M
$203.9M
50 檔
40.5%
In Q4 2024, MB Generational Wealth, LLC's U.S. equity holdings reached a combined market value of $203.9M, distributed across 50 disclosed stock positions.
During Q4 2024, MB Generational Wealth, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | AVUV | Avantis US Small Cap Value | ETF-Small Cap | 15.41% | +0.07% | -0.41% | |
| 2 | DUHP | Dimensional US High Profi Et | ETF-Other | 13.29% | -0.73% | -1.51% | |
| 3 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 11.81% | +0.04% | -0.60% | |
| 4 | OEF | Ishares S&p 100 ETF | ETF-Other | 10.88% | +0.09% | -0.34% | |
| 5 | DISV | Dimensional International Sm | ETF-Other | 9.14% | -0.86% | +1.84% | |
| 6 | AVLV | Avantis US Large Cap Value | ETF-Large Cap & Growth | 6.57% | -0.01% | -0.48% | |
| 7 | DIHP | Dimensional International Hi | ETF-Other | 3.75% | -0.39% | +1.11% | |
| 8 | AVES | Avantis Emerging Markets Val | ETF-Emerging Markets | 2.95% | -0.06% | +1.34% | |
| 9 | DFSU | Dimensional US Sus Core1 ETF | ETF-Other | 2.39% | +0.10% | -1.96% | |
| 10 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 2.14% | +0.01% | — | |
| 11 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 1.66% | +0.57% | -6.81% | |
| 12 | VBR | Vanguard Small-cap Value ETF | ETF-Other | 1.47% | -0.01% | -0.39% | |
| 13 | VGSH | Vanguard Short-term Treasury | ETF-Gov Bonds | 1.47% | — | — | |
| 14 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 1.35% | -0.04% | — | |
| 15 | ISCV | Ishares Morningstar Small-ca | ETF-Other | 1.09% | -0.04% | — | |
| 16 | REET | Ishares Global Reit ETF | ETF-Other | 0.93% | -0.02% | — | |
| 17 | AVSD | Avantis Reps Intern Equi ETF | ETF-Other | 0.90% | -0.04% | — | |
| 18 | DFSI | Dimensional Int Sus Cor1 ETF | ETF-Other | 0.85% | -0.07% | +1.68% | |
| 19 | DFAT | Dimensional US Target Value | ETF-Other | 0.84% | -0.01% | -0.70% | |
| 20 | SCZ | Ishares Msci Eafe Small-cap | ETF-Other | 0.84% | -0.05% | -20.42% | |
| 21 | SGOV | Ishares 0-3 Month Treasury B | ETF-Gov Bonds | 0.81% | — | — | |
| 22 | DFAW | Dimensional World Eqty ETF | ETF-Other | 0.73% | +0.08% | +41.67% | |
| 23 | VTV | Vanguard Value ETF | ETF-Other | 0.72% | — | — | |
| 24 | VLUE | Ishares Msci USA Value Facto | ETF-Other | 0.62% | +0.13% | — | |
| 25 | AVRE | Avantis Real Estate ETF | ETF-Other | 0.56% | -0.02% | +42.79% | |
| 26 | DFIV | Dimensional International Va | ETF-Other | 0.45% | -0.05% | -0.80% | |
| 27 | SPEM | State Street Sp Ptf Em ETF | ETF-Other | 0.45% | -0.01% | -13.69% | |
| 28 | DFIS | Dimensional International Sm | ETF-Other | 0.45% | -0.03% | — | |
| 29 | IWM | Ishares Russell 2000 ETF | ETF-Small Cap | 0.45% | +0.07% | — | |
| 30 | DFSE | Dimensional Em Sus Core1 ETF | ETF-Other | 0.43% | -0.01% | +0.45% | |
| 31 | GSLC | Goldman Activebeta US Lc ETF | ETF-Commodities | 0.42% | -0.03% | — | |
| 32 | SLYV | Ss Spdr S&p 600 Sc Val ETF | ETF-Other | 0.40% | — | -2.10% | |
| 33 | AVEM | Avantis Emerging Markets Eq | ETF-Emerging Markets | 0.38% | +0.06% | -12.58% | |
| 34 | DFSV | Dimensional US Small Cap Val | ETF-Small Cap | 0.36% | +0.06% | -6.77% | |
| 35 | EEMS | Ishares Msci Emerging Mkt Sm | ETF-Emerging Markets | 0.33% | -0.01% | — | |
| 36 | VEU | Vanguard Ftse All-world Ex-u | ETF-Other | 0.27% | — | — | |
| 37 | SPDW | Ste Str Spdr Pt Dw EU ETF | ETF-Other | 0.23% | -0.01% | — | |
| 38 | DFUV | Dimensional US Marketwide Va | ETF-Other | 0.22% | — | — | |
| 39 | VV | Vanguard Large-cap ETF | ETF-Other | 0.21% | — | -1.10% | |
| 40 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 0.20% | +0.04% | +2.07% | |
| 41 | VO | Vanguard Mid-cap ETF | ETF-Other | 0.20% | — | — | |
| 42 | VGSR | Vert Glb Sust Re ETF | ETF-Other | 0.18% | -0.01% | -3.23% | |
| 43 | FNDC | Schwab Fndmnt Intl Sm Eq ETF | ETF-Other | 0.18% | -0.02% | — | |
| 44 | DFIC | Dimensional International Co | ETF-Other | 0.17% | +0.03% | -13.50% | |
| 45 | IVLU | Ishares Msci International V | ETF-Other | 0.17% | -0.02% | — | |
| 46 | IJJ | Ishares S&p Mid-cap 400 Valu | ETF-Other | 0.17% | — | — | |
| 47 | DFAX | Dimensional World Ex US Core | ETF-Other | 0.17% | -0.02% | +1.58% | |
| 48 | IUSV | Ishares Core S&p U.s. Value | ETF-Other | 0.15% | — | — | |
| 49 | ESGV | Vanguard Esg US Stock ETF | ETF-Other | 0.15% | -0.01% | — | |
| 50 | TSI | Tcw Strategic Income Fund | Stock-Other | 0.06% | — | — |
According to official SEC Form 13F filings, MB Generational Wealth, LLC reported a total U.S. public equity portfolio value of $203.9M across 50 disclosed positions in Q4 2024.
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In terms of portfolio concentration, the top 5 core holdings (including AVUV, DUHP, QUAL) accounted for 40.5% of total reported equity market value during Q4 2024.
During Q4 2024, MB Generational Wealth, LLC's top holdings by market value included AVUV (15.4%)、DUHP (13.3%)、QUAL (11.8%). The largest single position, AVUV, represented 15.4% of total portfolio value.
In Q4 2024, MB Generational Wealth, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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