Mb Generational Wealth, LLC has filed its 13F form on May 08, 2024 for Q1 2024 where it was disclosed a total value porftolio of $127 Billion distributed in 61 stocks.
Among their holdings, we can observe that their the top five positions include companies like: American Centy ETF Tr Avantis with a value of $20.5B, Dimensional ETF Tr Dimensional with a value of $17B, Ishares Msci Usa Quality Facto with a value of $15.1B, Ishares S&P 100 ETF with a value of $12.8B, and Dimensional ETF Tr Dimensional with a value of $12.5B.
Examining the 13F form we can see an increase of $20.9B in the current position value, from $107B to 127B.
Mb Generational Wealth, LLC is based out at Spokane, WA
Below you can find more details about Mb Generational Wealth, LLC portfolio as well as his latest detailed transactions.
