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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 : 17     View All Holdings Currently Viewing:  Increased 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
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 1 - $88.90 $20,500,000 218,757 16.09% 2,825,000 21,927 0.243    N/A
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 2 - $0.00 $16,955,000 536,388 13.31% 3,695,000 72,909 0.399    N/A
   (DISV)1 Year Chart         DISV Dfa Dimensional Internation... 5 - $0.00 $12,495,000 459,527 9.81% 1,971,000 51,377 0.511    N/A
   (AVLV)1 Year Chart         AVLV Avantis Us Large Cap Value Etf 6 - $0.00 $8,516,000 132,522 6.68% 1,787,000 16,030 0.147    N/A
   (DIHP)1 Year Chart         DIHP Dfa Dimensional Internatl H... 7 - $0.00 $5,046,000 187,305 3.96% 709,000 18,306 0.208    N/A
   (AVES)1 Year Chart         AVES Avantis Emerging Markets Va... 8 - $0.00 $3,850,000 81,239 3.02% 880,000 16,630 0.534    N/A
   (DFSU)1 Year Chart         DFSU Dimensional Us Sustainabili... 9 - $0.00 $3,601,000 104,644 2.83% 346,000 71 0.116    N/A
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 12 - $32.36 $1,719,000 53,797 1.35% 431,000 9,744 0.006    N/A
   (DFSI)1 Year Chart         DFSI Dimensional Intl Sustainabi... 15 - $0.00 $1,264,000 37,529 0.99% 70,000 239 0.042    N/A
   (DFIV)1 Year Chart         DFIV Dimensional International V... 23 - $35.74 $642,000 17,473 0.5% 89,000 1,390 0.002    N/A
   (DFSE)1 Year Chart         DFSE Dimensional Emg Mkts Sustai... 25 - $0.00 $609,000 18,922 0.48% 15,000 150 0.21    N/A
   (VSS)1 Year Chart         VSS Vanguard FTSE All-Wld ex-US... 34 - $118.89 $331,000 4,047 0.26% 9,000 1,251 0.001    Closed - End Fund - Debt
   (SPYV)1 Year Chart         SPYV SPDR Dow Jones Wilshire Lar... 35 - $49.03 $327,000 8,640 0.26% 27,000 2,209 0    Closed - End Fund - E...
   (AVDV)1 Year Chart         AVDV Avantis International Small... 36 - $0.00 $322,000 4,887 0.25% 22,000 83 0.003    N/A
   (VXF)1 Year Chart         VXF Vanguard Extended Market VI... 40 - $167.89 $282,000 2,899 0.22% 21,000 1,309 0.004    Closed - End Fund - E...
   (VV)1 Year Chart         VV Vanguard Large Cap VIPERS 41 - $251.50 $276,000 3,227 0.22% 29,000 2,093 0.008    Closed - End Fund - E...
   (IJR)1 Year Chart         IJR iShares Core S&P Small-Cap 43 - $105.70 $266,000 2,410 0.21% 9,000 38 0    Closed - End Fund - E...
      17 Records Found
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