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  Name: MB Generational Wealth LLC
  City: SPOKANE
  State: WA
  Zip: 99201-6021
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $127,431,000
  Total Value Change : $20,870,000
  Securities Held Change : 13
   
All Securities Held : 61
  New Positions : 14
  Closed Positions : 1
  Increased Positions : 17
  Unchanged Positions : 10
  Decreased Positions : 20

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Holdings Found : 14     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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 Ticker Company Name Position
Rank		 New/Closed
Postion
Last
Close
     Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
    % of Company    Industry
   (DFAW)1 Year Chart         DFAW Dimensional World Equity Etf 27 New $0.00 $536,000 9,062 0.42% 536,000 9,062 0.101    N/A
   (DFSV)1 Year Chart         DFSV Dfa Dimensional Us Small Ca... 37 New $0.00 $319,000 10,584 0.25% 319,000 10,584 0.012    N/A
   (EFV)1 Year Chart         EFV iShares MSCI EAFE Value Ind... 49 New $0.00 $209,000 3,851 0.16% 209,000 3,851 0    Closed - End Fund - E...
   (VYMI)1 Year Chart         VYMI Vanguard International High... 50 New $0.00 $208,000 2,735 0.16% 208,000 2,735 0.003    N/A
   (PDN)1 Year Chart         PDN Invesco Ftse Rafi Developed... 51 New $32.75 $205,000 14,546 0.16% 205,000 14,546 0.014    Closed - End Fund - Debt
   (SCHP)1 Year Chart         SCHP Schwab U.S. Tips Etf 52 New $52.22 $183,000 11,429 0.14% 183,000 11,429 0.004    N/A
   (NEA)1 Year Chart         NEA Nuveen Insured Tax Free Adv... 53 New $11.42 $77,000 16,514 0.06% 77,000 16,514 0.007    Closed - End Fund - Debt
   (SGOV)1 Year Chart         SGOV Ishares 03 Month Treasury B... 55 New $0.00 $54,000 11,101 0.04% 54,000 11,101 0.012    N/A
   (MBB)1 Year Chart         MBB iShares Barclays MBS Bond 56 New $92.64 $46,000 18,155 0.04% 46,000 18,155 0.002    Closed - End Fund - E...
   (SLYV)1 Year Chart         SLYV streetTRACKS Dow Jones US S... 57 New $77.95 $38,000 10,445 0.03% 38,000 10,445 0.026    Closed - End Fund - E...
   (RODM)1 Year Chart         RODM Lattice Developed Markets E... 58 New $28.17 $37,000 11,921 0.03% 37,000 11,921 0.016    N/A
   (LQD)1 Year Chart         LQD iShares Trust Goldman Sachs 59 New $108.45 $16,000 18,811 0.01% 16,000 18,811 0.005    Closed - End Fund - E...
   (PRNT)1 Year Chart         PRNT The 3d Printing Etf 60 New $0.00 $7,000 13,562 0.01% 7,000 13,562 0.048    N/A
   (LIT)1 Year Chart         LIT Global X Lithium ETF 61 New $41.20 $2,000 19,139 0% 2,000 19,139 0.084    Closed - End Fund - E...
      14 Records Found
  1    
Page 1 of 1
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