MG

MB Generational Wealth, LLC

13F
MB Generational Wealth, LLC
Last update 2025-05-02 51 Stocks (6 new)
Value $134.00 Mil Turnover 3 %
Countries:
Top Holdings: AVUV(14.43%)DUHP(13.62%)QUAL(11.23%)OEF(10.49%)DISV(10.30%)
Summary Stock Picks Current Portfolio
MB Generational Wealth, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUV
Avantis U.S. Small Cap Value ETF
221,773
19,332.0
+1.91%
14.430
+0.27%
0.130
+15.20%
-0.56%
17,029.6
 
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
550,447
18,241.8
+2.68%
13.620
+0.35%
0.230
+14.05%
+8.64%
8,945.7
 
QUAL
iShares MSCI USA Quality Factor ETF
88,054
15,047.5
-2.60%
11.230
-0.31%
0.030
+12.02%
+5.17%
53,570.0
 
OEF
iShares S&P 100 ETF
51,912
14,059.3
+1.08%
10.490
+0.11%
0.080
+18.59%
+9.01%
21,335.9
 
DISV
Dimensional International Small Cap Value ETF
Dimensional International Small Cap Value ETF
473,731
13,795.0
+1.07%
10.300
+0.11%
0.510
+15.60%
+30.53%
3,355.4
 
AVLV
Avantis U.S. Large Cap Value ETF
133,529
8,707.4
-0.42%
6.500
-0.03%
0.130
+12.80%
+5.84%
7,874.0
 
DIHP
Dimensional International High Profitability ETF
Dimensional International High Profitability ETF
204,511
5,509.5
+0.88%
4.110
+0.04%
0.150
+9.54%
+20.05%
4,231.8
 
AVES
Avantis Emerging Markets Value ETF
87,241
4,114.3
+0.25%
3.070
+0.01%
0.680
+17.95%
+21.70%
758.3
 
DFSU
Dimensional US Sustainability Core 1 ETF
Dimensional US Sustainability Core 1 ETF
85,234
3,052.2
-0.87%
2.280
-0.02%
0.230
+16.22%
+7.32%
1,546.3
 
IVV
iShares Core S&P 500 ETF
4,952
2,782.5
0%
2.080
0%
0.000
+16.64%
+9.16%
643,488.9
 

MB Generational Wealth, LLC's Historical Top Holdings Breakdowns

MB Generational Wealth, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
SGOV
iShares 0-3 Month Treasury Bond ETF
2025-03-31
Sold Out
Sold Out
-0.81%
●
100.34 ($100.51) 100.68
$100.64
0.12%
Sold Out
0
-11,034
SLYV
SPDR S&P 600 Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.40%
●
77.33 ($84.82) 90.16
$83.14
-1.98%
Sold Out
0
-6,289
DUHP
Dimensional US High Profitability ETF
Dimensional US High Profitability ETF
2025-03-31
Add
Add
+0.35%
●
32.57 ($34.36) 35.83
$36.48
6.18%
Add 2.68%
550,447
14,341
QUAL
iShares MSCI USA Quality Factor ETF
2025-03-31
Reduce
Reduce
-0.31%
●
168.16 ($179.03) 186.21
$186.47
4.15%
Reduce -2.6%
88,054
-2,349
REET
iShares Global REIT ETF
2025-03-31
Add
Add
+0.30%
●
23.24 ($24.35) 25.13
$25.14
3.24%
Add 31.02%
69,563
16,470
VBR
Vanguard Small Cap Value ETF
2025-03-31
Reduce
Reduce
-0.30%
●
182.99 ($197.54) 207.75
$202.68
2.60%
Reduce -20.21%
8,076
-2,046
AVRE
Avantis Real E state ETF
2025-03-31
Reduce
Reduce
-0.28%
●
40.62 ($42.85) 44.31
$44.97
4.95%
Reduce -49.33%
9,214
-8,972
DFAC
Dimensional U.S. Core Equity 2 ETF
2025-03-31
Add
Add
+0.28%
●
32.42 ($34.71) 36.1
$36.97
6.52%
Add 17.16%
76,644
11,226
AVUV
Avantis U.S. Small Cap Value ETF
2025-03-31
Add
Add
+0.27%
●
84.96 ($93.96) 100.71
$95.17
1.29%
Add 1.91%
221,773
4,160
AGG
iShares Core U.S. Aggregate Bond ETF
iShares Core U.S. Aggregate Bond ETF
2025-03-31
New Buy
New Buy
+0.25%
●
95.85 ($97.76) 99.25
$98.25
0.51%
New holding
3,417
3,417

MB Generational Wealth, LLC Total Holding History ($B)

To

MB Generational Wealth, LLC's Asset Allocation

To

MB Generational Wealth, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

MB Generational Wealth, LLC's Hypothetical Growth since 2025-03-31

MB Generational Wealth, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

MB Generational Wealth, LLC's Holdings Heat Map

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MB Generational Wealth, LLC's Holdings Bubble Chart

MB Generational Wealth, LLC News

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