Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2022 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
AMERICAN CENTY ETF TR | 3 | Q2 2024 | 16.6% |
DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 13.5% |
ISHARES TR | 3 | Q2 2024 | 12.1% |
ISHARES TR | 3 | Q2 2024 | 10.5% |
DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 9.9% |
AMERICAN CENTY ETF TR | 3 | Q2 2024 | 6.7% |
DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.1% |
AMERICAN CENTY ETF TR | 3 | Q2 2024 | 3.3% |
DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 3.1% |
ISHARES TR | 3 | Q2 2024 | 2.4% |
View MB Generational Wealth, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-07-24 |
13F-HR | 2024-05-09 |
13F-HR | 2024-02-08 |
View MB Generational Wealth, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.