The Analysis of MB Generational Wealth, LLC's Holdings
Currently, MB Generational Wealth, LLC holds 66 types of securities in its portfolio with a total value $157.4M. In the most recent quarter, they have increased their positions in ISCV (+70.5K shares, valued at $4.7M), GOSS (+1.4M shares, valued at $3.7M), DFAC (+23.5K shares, valued at $905.5K); decreased their positions in AVUV (-51.1K shares, valued at $5.1M), DISV (-53.9K shares, valued at $1.9M), OEF (-4.2K shares, valued at $1.4M); initiated new positions in GOSS (+1.4M shares, valued at $3.7M), DFNM (+12.3K shares, valued at $588.8K), DFAU (+12.4K shares, valued at $567.7K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DUHP DIMENSIONAL ETF TRUST525.0K shares-4.63%2025-09-302025-11-06
AVUV AMERICAN CENTY ETF TR170.7K shares-23.02%2025-09-302025-11-06 QUAL ISHARES TR82.8K shares-5.98%2025-09-302025-11-06 OEF ISHARES TR47.7K shares-8.07%2025-09-302025-11-06 DISV DIMENSIONAL ETF TRUST419.9K shares-11.37%2025-09-302025-11-06 AVLV AMERICAN CENTY ETF TR126.7K shares-5.09%2025-09-302025-11-06 ISCV ISHARES TR93.9K shares301.00%2025-09-302025-11-06 DIHP DIMENSIONAL ETF TRUST195.0K shares-4.65%2025-09-302025-11-06 DFAC DIMENSIONAL ETF TRUST100.1K shares30.63%2025-09-302025-11-06 AVES AMERICAN CENTY ETF TR66.1K shares-24.21%2025-09-302025-11-06 GOSS GOSSAMER BIO INC1.4M sharesnew addition2025-09-302025-11-06 DFSU DIMENSIONAL ETF TRUST86.0K shares0.90%2025-09-302025-11-06 IVV ISHARES TR4.8K shares-2.50%2025-09-302025-11-06 VTI VANGUARD INDEX FDS6.4K shares0.00%2025-09-302025-11-06 VBR VANGUARD INDEX FDS8.4K shares4.35%2025-09-302025-11-06 DFAW DIMENSIONAL ETF TRUST22.6K shares15.92%2025-09-302025-11-06 AVEM AMERICAN CENTY ETF TR20.4K shares105.54%2025-09-302025-11-06 DFSI DIMENSIONAL ETF TRUST35.0K shares0.12%2025-09-302025-11-06 AVSD AMERICAN CENTY ETF TR19.8K shares-4.36%2025-09-302025-11-06 REET ISHARES TR53.1K shares-23.68%2025-09-302025-11-06 SCZ ISHARES TR16.5K shares-21.74%2025-09-302025-11-06 GSLC GOLDMAN SACHS ETF TR8.4K shares67.56%2025-09-302025-11-06 VTV VANGUARD INDEX FDS5.8K shares0.00%2025-09-302025-11-06 DFSV DIMENSIONAL ETF TRUST33.3K shares69.81%2025-09-302025-11-06 DFAT DIMENSIONAL ETF TRUST17.4K shares-15.09%2025-09-302025-11-06 AVRE AMERICAN CENTY ETF TR20.8K shares125.83%2025-09-302025-11-06 IWM ISHARES TR3.6K shares31.06%2025-09-302025-11-06 DFIC DIMENSIONAL ETF TRUST24.7K shares79.06%2025-09-302025-11-06 VLUE ISHARES TR6.4K shares-17.38%2025-09-302025-11-06 DFIS DIMENSIONAL ETF TRUST24.7K shares-0.82%2025-09-302025-11-06 SPEM SPDR INDEX SHS FDS16.1K shares-7.45%2025-09-302025-11-06 DFIV DIMENSIONAL ETF TRUST15.7K shares-8.16%2025-09-302025-11-06 DFSE DIMENSIONAL ETF TRUST16.6K shares-1.23%2025-09-302025-11-06 DFCF DIMENSIONAL ETF TRUST15.2K shares28.79%2025-09-302025-11-06 DFNM DIMENSIONAL ETF TRUST12.3K sharesnew addition2025-09-302025-11-06 FNDC SCHWAB STRATEGIC TR12.8K shares80.32%2025-09-302025-11-06 DFAU DIMENSIONAL ETF TRUST12.4K sharesnew addition2025-09-302025-11-06 EEMS ISHARES INC7.6K shares0.00%2025-09-302025-11-06 VEU VANGUARD INTL EQUITY INDEX F6.3K shares4.37%2025-09-302025-11-06 AVSE AMERICAN CENTY ETF TR6.8K sharesnew addition2025-09-302025-11-06 GLD SPDR GOLD TR1.1K shares42.11%2025-09-302025-11-06 IJH ISHARES TR5.9K sharesnew addition2025-09-302025-11-06 SPHQ INVESCO EXCHANGE TRADED FD T5.1K sharesnew addition2025-09-302025-11-06 DFIP DIMENSIONAL ETF TRUST8.5K shares59.17%2025-09-302025-11-06 PDN INVESCO EXCH TRADED FD TR II8.3K sharesnew addition2025-09-302025-11-06 SCHV SCHWAB STRATEGIC TR11.5K sharesnew addition2025-09-302025-11-06 IVLU ISHARES TR9.1K shares-36.47%2025-09-302025-11-06 DFUV DIMENSIONAL ETF TRUST7.2K shares0.00%2025-09-302025-11-06 BBIN J P MORGAN EXCHANGE TRADED F4.4K sharesnew addition2025-09-302025-11-06 VOO VANGUARD INDEX FDS495 sharesnew addition2025-09-302025-11-06 VTEB VANGUARD MUN BD FDS6.0K sharesnew addition2025-09-302025-11-06 AGG ISHARES TR3.0K shares-12.17%2025-09-302025-11-06 DWX SPDR INDEX SHS FDS7.0K sharesnew addition2025-09-302025-11-06 SPDW SPDR INDEX SHS FDS6.9K shares-26.18%2025-09-302025-11-06 DFAX DIMENSIONAL ETF TRUST9.2K shares-4.42%2025-09-302025-11-06 DFGR DIMENSIONAL ETF TRUST9.7K sharesnew addition2025-09-302025-11-06 VGSR MANAGER DIRECTED PORTFOLIOS23.6K shares-3.07%2025-09-302025-11-06 XLE SELECT SECTOR SPDR TR2.8K sharesnew addition2025-09-302025-11-06 VNQI VANGUARD INTL EQUITY INDEX F5.2K sharesnew addition2025-09-302025-11-06 IJJ ISHARES TR1.8K shares0.00%2025-09-302025-11-06 ESGV VANGUARD WORLD FD1.9K sharesnew addition2025-09-302025-11-06 VTES VANGUARD WELLINGTON FD2.2K sharesnew addition2025-09-302025-11-06 SCHH SCHWAB STRATEGIC TR10.0K sharesnew addition2025-09-302025-11-06 FREL FIDELITY COVINGTON TRUST7.4K shares0.00%2025-09-302025-11-06 TSI TCW STRATEGIC INCOME FD INC12.8K shares-24.26%2025-09-302025-11-06 ZONE CLEANCORE SOLUTIONS INC29.0K sharesnew addition2025-09-302025-11-06 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available