MB Generational Wealth, LLC
CIK 2009056 · Holdings on Dec 31, 2023 · First reported Feb 8, 2024
Top ten holdings
Q4 2023- AVUV16.59%
- DUHP12.44%
- QUAL11.32%
- DISV9.88%
- OEF9.83%
- AVLV6.31%
- DIHP4.07%
- DFSU3.05%
- AVES2.79%
- IVV2.42%
Share classes counted separately78.70%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | AVUVAVANTIS US SMALL CAP VALUEUS SML CP VALU View history and evidence | $17.68M | 16.59% | 196.83K shares | Prior unavailable — | — | ↗▾ |
| 02 | DUHPDIMENSIONAL US HIGH PROFI ETUS HIGH PROFITAB View history and evidence | $13.26M | 12.44% | 463.48K shares | Prior unavailable — | — | ↗▾ |
| 03 | QUALISHARES MSCI USA QUALITY FACMSCI USA QLT FCT View history and evidence | $12.07M | 11.32% | 82.01K shares | Prior unavailable — | — | ↗▾ |
| 04 | DISVDIMENSIONAL INTERNATIONAL SMINTL SMALL CAP V View history and evidence | $10.52M | 9.88% | 408.15K shares | Prior unavailable — | — | ↗▾ |
| 05 | OEFISHARES S&P 100 ETFS&P 100 ETF View history and evidence | $10.48M | 9.83% | 46.91K shares | Prior unavailable — | — | ↗▾ |
| 06 | AVLVAVANTIS US LARGE CAP VALUEUS LARGE CAP VLU View history and evidence | $6.73M | 6.31% | 116.49K shares | Prior unavailable — | — | ↗▾ |
| 07 | DIHPDIMENSIONAL INTERNATIONAL HIINTL HIGH PROFIT View history and evidence | $4.34M | 4.07% | 169.00K shares | Prior unavailable — | — | ↗▾ |
| 08 | DFSUDIMENSIONAL US SUS CORE1 ETFUS SUSTAINABILTY View history and evidence | $3.26M | 3.05% | 104.57K shares | Prior unavailable — | — | ↗▾ |
| 09 | AVESAVANTIS EMERGING MARKETS VALEMERGING MKT VAL View history and evidence | $2.97M | 2.79% | 64.61K shares | Prior unavailable — | — | ↗▾ |
| 10 | IVVISHARES CORE S&P 500 ETFCORE S&P500 ETF View history and evidence | $2.57M | 2.42% | 5.39K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2009056 · Period 2023-12-31
Data loaded 2026-09-23 · First reported 2024-02-08
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 106561020
}Research all 48 reported holdings.
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