Mb Generational Wealth, LLC Top Holdings and 13F Report (2024) → Seven unknown AI stocks that could DOMINATE the next six years. (From The Oxford Club) (Ad) About Mb Generational Wealth, LLCInvestment ActivityMb Generational Wealth, LLC has $127.43 million in total holdings as of March 31, 2024.Mb Generational Wealth, LLC owns shares of 61 different stocks, but just 11 companies or ETFs make up 80% of its holdings.Approximately 8.54% of the portfolio was purchased this quarter.About 91.51% of the portfolio was sold this quarter.This quarter, Mb Generational Wealth, LLC has purchased 48 new stocks and bought additional shares in 17 stocks.Mb Generational Wealth, LLC sold shares of 20 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis U.S. Small Cap Value ETF $20,499,747Dimensional US High Profitability ETF $16,955,225iShares MSCI USA Quality Factor ETF $15,050,322iShares S&P 100 ETF $12,770,067Dimensional International Small Cap Value ETF $12,494,539 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $535,814 HoldingDimensional US Small Cap Value ETF $318,578 HoldingiShares MSCI EAFE Value ETF $209,494 HoldingVanguard International High Dividend Yield ETF $207,776 HoldingInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF $205,336 Holding Largest Purchases this Quarter Dimensional US High Profitability ETF 72,909 shares (about $2.30M)Avantis U.S. Small Cap Value ETF 21,927 shares (about $2.05M)Dimensional International Small Cap Value ETF 51,377 shares (about $1.40M)Avantis U.S. Large Cap Value ETF 16,030 shares (about $1.03M)Avantis Emerging Markets Value ETF 16,630 shares (about $788.10K) Largest Sales this Quarter iShares MSCI USA Quality Factor ETF 69,105 shares (about $80.59M)iShares S&P 100 ETF 31,219 shares (about $25.40M)iShares Global REIT ETF 30,908 shares (about $2.58M)Vanguard Small-Cap Value ETF 4,331 shares (about $1.43M)Real Estate Select Sector SPDR Fund 6,105 shares (about $1.19M) Sector Allocation Over TimeMap of 500 Largest Holdings ofMb Generational Wealth, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUVAvantis U.S. Small Cap Value ETF$20,499,747$2,054,782 ▲11.1%218,75716.1%ETFDUHPDimensional US High Profitability ETF$16,955,225$2,304,654 ▲15.7%536,38813.3%ETFQUALiShares MSCI USA Quality Factor ETF$15,050,322$80,592,987 ▼-84.3%12,90511.8%ETFOEFiShares S&P 100 ETF$12,770,067$25,402,620 ▼-66.5%15,69410.0%ETFDISVDimensional International Small Cap Value ETF$12,494,539$1,396,941 ▲12.6%459,5279.8%ETFAVLVAvantis U.S. Large Cap Value ETF$8,515,864$1,030,088 ▲13.8%132,5226.7%ETFDIHPDimensional International High Profitability ETF$5,045,997$493,164 ▲10.8%187,3054.0%ETFAVESAvantis Emerging Markets Value ETF$3,849,916$788,096 ▲25.7%81,2393.0%ETFDFSUDimensional US Sustainability Core 1 ETF$3,600,800$2,443 ▲0.1%104,6442.8%ETFIVViShares Core S&P 500 ETF$2,739,579$93,054 ▼-3.3%5,2112.1%ETFVBRVanguard Small-Cap Value ETF$1,987,312$1,430,931 ▼-41.9%6,0151.6%ETFDFACDimensional U.S. Core Equity 2 ETF$1,718,814$311,321 ▲22.1%53,7971.3%ETFVTIVanguard Total Stock Market ETF$1,654,783$1,177,793 ▼-41.6%3,7191.3%ETFISCViShares Morningstar Small-Cap Value ETF$1,432,9980.0%23,4151.1%ETFDFSIDimensional International Sustainability Core 1 ETF$1,263,601$8,047 ▲0.6%37,5291.0%ETFAVSDAvantis Responsible International Equity ETF$1,248,1970.0%21,9261.0%ETFDFATDimensional U.S. Targeted Value ETF$1,128,171$3,701 ▼-0.3%20,7270.9%ETFSCZiShares MSCI EAFE Small-Cap ETF$1,093,646$582,890 ▼-34.8%11,2650.9%ETFREETiShares Global REIT ETF$1,021,958$2,578,715 ▼-71.6%12,2490.8%ETFVTVVanguard Value ETF$941,494$663,571 ▼-41.3%3,3910.7%ETFVLUEiShares MSCI USA Value Factor ETF$874,387$562,764 ▼-39.2%5,0310.7%ETFSPEMSPDR Portfolio Emerging Markets ETF$680,988$764,517 ▼-52.9%8,9680.5%ETFDFIVDimensional International Value ETF$642,133$51,083 ▲8.6%17,4730.5%ETFDFISDimensional International Small Cap ETF$625,197$9,047 ▼-1.4%24,9480.5%ETFDFSEDimensional Emerging Markets Sustainability Core 1 ETF$609,288$4,830 ▲0.8%18,9220.5%ETFIWMiShares Russell 2000 ETF$581,4800.0%2,7650.5%FinanceDIMENSIONAL ETF TRUST$535,814$535,814 ▲New Holding9,0620.4%WORLD EQUITY ETFGSLCGoldman Sachs ActiveBeta U.S. Large Cap Equity ETF$521,7520.0%5,0270.4%ETFAVEMAvantis Emerging Markets Equity ETF$483,6760.0%8,3450.4%ETFEEMSiShares MSCI Emerging Markets Small-Cap ETF$449,9080.0%7,6450.4%ETFVEUVanguard FTSE All-World ex-US ETF$375,536$59,836 ▼-13.7%5,5230.3%ETFAVREAvantis Real Estate ETF$365,341$14,587 ▼-3.8%8,6410.3%ETFSPDWSPDR Portfolio Developed World ex-US ETF$333,778$126,464 ▼-27.5%9,1320.3%ETFVSSVanguard FTSE All-World ex-US Small-Cap ETF$330,540$102,176 ▲44.7%4,0470.3%ETFSPYVSPDR Portfolio S&P 500 Value ETF$326,903$83,580 ▲34.3%8,6400.3%ETFAVDVAvantis International Small Cap Value ETF$321,858$5,466 ▲1.7%4,8870.3%ETFDFSVDimensional US Small Cap Value ETF$318,578$318,578 ▲New Holding10,5840.3%ETFXLREReal Estate Select Sector SPDR Fund$308,532$1,187,634 ▼-79.4%1,5860.2%ETFDFUVDimensional US Marketwide Value ETF$294,1940.0%7,1930.2%ETFVXFVanguard Extended Market ETF$282,009$127,337 ▲82.3%2,8990.2%ETFVVVanguard Large-Cap ETF$275,724$178,832 ▲184.6%3,2270.2%ETFVNQIVanguard Global ex-U.S. Real Estate ETF$275,511$115,388 ▼-29.5%4,5390.2%ETFIJRiShares Core S&P Small-Cap ETF$266,353$4,200 ▲1.6%2,4100.2%ETFMANAGER DIRECTED PORTFOLIOS$264,825$1,160,234 ▼-81.4%5,1950.2%VERT GLB SUST REFNDCSchwab Fundamental International Small Cap Company Index ETF$251,9790.0%7,1040.2%ETFIVLUiShares MSCI Intl Value Factor ETF$236,461$3,331 ▼-1.4%8,3760.2%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$227,688$5,215 ▼-2.2%8,9500.2%ETFIJJiShares S&P Mid-Cap 400 Value ETF$214,5780.0%1,8140.2%ETFEFViShares MSCI EAFE Value ETF$209,494$209,494 ▲New Holding3,8510.2%ETFVYMIVanguard International High Dividend Yield ETF$207,776$207,776 ▲New Holding2,7350.2%ETFPDNInvesco FTSE RAFI Developed Markets ex-U.S. Small-Mid ETF$205,336$205,336 ▲New Holding14,5460.2%ETFSCHPSchwab U.S. TIPS ETF$182,977$182,977 ▲New Holding11,4290.1%ETFNEANuveen AMT-Free Quality Municipal Income Fund$77,490$77,490 ▲New Holding16,5140.1%Financial ServicesABRDN ASIA PACIFIC INCOME FU$57,8200.0%20,6500.0%COMSGOViShares 0-3 Month Treasury Bond ETF$53,779$53,779 ▲New Holding11,1010.0%ETFMBBiShares MBS ETF$46,210$46,210 ▲New Holding18,1550.0%ETFSLYVSPDR S&P 600 Small CapValue ETF$38,249$38,249 ▲New Holding10,4450.0%ETFRODMHartford Multifactor Developed Markets (ex-US) ETF$37,268$37,268 ▲New Holding11,9210.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$16,338$16,338 ▲New Holding18,8110.0%FinancePRNT3D Printing ETF$6,805$6,805 ▲New Holding13,5620.0%ETFLITGlobal X Lithium & Battery Tech ETF$2,265$2,265 ▲New Holding19,1390.0%ETFTSITCW Strategic Income Fund$0$77,644 ▼-100.0%00.0%FinanceShowing largest 100 holdings. 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