Mb Generational Wealth, LLC Purchases in Q3 2025

Mb Generational Wealth, LLC

  • $157 Billion
  • Q3 2025
Stock Shares change Price Range Shares Held Trade History
ISCV
Ishares Morningstar Small Cap

ETFs
70.5K
+ 301.0%
$61.33 - $67.87 $4.32M - $4.78M
93.9K $6.26B
GOSS
Gossamer Bio, Inc.

Healthcare
1.41M
New
$1.21 - $3.46 $1.71M - $4.9M
1.41M $3.72B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
23.5K
+ 30.63%
$36.04 - $38.78 $846K - $910K
100K $3.86B
AVEM
American Centy ETF Tr Avantis

ETFs
10.5K
+ 105.54%
$68.33 - $75.41 $716K - $790K
20.4K $1.53B
DFSU
Dimensional ETF Tr Dimen Us Su
770
+ 0.9%
N/A
86K $3.65B
DFNM
Dimensional ETF Tr Natl Mun Bd

ETFs
12.3K
New
$47.18 - $48.17 $579K - $591K
12.3K $589M
DFAU
Dimensional ETF Tr

ETFs
12.4K
New
$42.42 - $45.96 $526K - $570K
12.4K $568M
GSLC
Goldman Sachs ETF Tr Activebet

ETFs
3.4K
+ 67.56%
$121.46 - $130.92 $412K - $445K
8.42K $1.1B
AVRE
American Centy ETF Tr Avantis
11.6K
+ 125.83%
$43.53 - $45.34 $505K - $526K
20.8K $926M
DFSV
Dimensional ETF Tr Dimensional

ETFs
13.7K
+ 69.81%
$29.2 - $32.74 $400K - $449K
33.3K $1.06B
Dimensional ETF Trust
3.1K
+ 15.92%
N/A
22.6K $1.62B
DFIC
Dimensional ETF Tr Dimensional

ETFs
10.9K
+ 79.06%
$30.76 - $33.01 $335K - $359K
24.7K $809M
IJH
Ishares Core S&P Mid Cap ETF

ETFs
5.92K
New
$62.09 - $66.51 $368K - $394K
5.92K $386M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
5.12K
New
$70.77 - $73.59 $362K - $377K
5.12K $375M
PDN
Invesco Fd Tr

ETFs
8.25K
New
$38.58 - $41.85 $318K - $345K
8.25K $339M
SCHV
Schwab Strategic Tr Us Large C

ETFs
11.5K
New
$27.61 - $29.15 $317K - $335K
11.5K $334M
IWM
Ishares Russell 2000 ETF

ETFs
848
+ 31.06%
$214.92 - $244.84 $182K - $208K
3.58K $866M
FNDC
Schwab Fundamental Intl Small

ETFs
5.71K
+ 80.32%
$41.81 - $45.21 $239K - $258K
12.8K $570M
BBIN
J P Morgan Exch Traded Fd Tr B

ETFs
4.45K
New
$65.91 - $70.63 $293K - $314K
4.45K $312M
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
495
New
$567.77 - $614.76 $281K - $304K
495 $303M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
6.03K
New
$48.5 - $50.19 $292K - $303K
6.03K $302M
DWX
Spdr Index Shs Fds S&P Intl Di

ETFs
6.97K
New
$41.19 - $43.7 $287K - $305K
6.97K $298M
Dimensional ETF Trust
9.74K
New
N/A
9.74K $266M
VBR
Vanguard Small Cap Value ETF

ETFs
351
+ 4.35%
$195.41 - $212.37 $68.6K - $74.5K
8.43K $1.76B
XLE
Energy Sector Spdr

ETFs
2.8K
New
$84.25 - $91.99 $236K - $258K
2.8K $250M
VNQI
Vanguard Global Ex U.S. Real

ETFs
5.21K
New
$45.22 - $48.34 $235K - $252K
5.21K $249M
ESGV
Vanguard World Fd Esg U.S. Sto

ETFs
1.93K
New
$109.47 - $119.06 $211K - $229K
1.93K $228M
Vanguard Wellington Fd
2.2K
New
N/A
2.2K $224M
SCHH
Schwab Strategic U.S. Reit ETF

ETFs
10K
New
$20.76 - $21.78 $209K - $219K
10K $217M
DFSI
Dimensional ETF Tr Dimen Intl
43
+ 0.12%
N/A
35K $1.44B
GLD
Spdr Gold Trust

ETFs
339
+ 42.11%
$300.96 - $355.47 $102K - $121K
1.14K $407M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
3.4K
+ 28.79%
$41.8 - $43.15 $142K - $147K
15.2K $650M
DFIP
Dimensional ETF Tr Inflation P

ETFs
3.18K
+ 59.17%
$41.6 - $42.66 $132K - $136K
8.55K $361M
VEU
Vanguard Ftse All World Ex Us

ETFs
264
+ 4.37%
$66.38 - $71.68 $17.5K - $18.9K
6.31K $450M
Cleancore Solutions Inc
29K
New
N/A
29K $58.6M
Activity Summary
Buys All Purchases 36 New Holdings 19 Increased Positions 17 Sells All Sells 24 Reductions 24 Sold out 0 Options Calls 0 Puts 0
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