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| Name: |
MB Generational Wealth LLC |
| City: |
SPOKANE |
| State: |
WA |
| Zip: |
99201-6021 |
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data |
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Filing Period: |
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| Holdings
Found :
10 |
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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 |
|
JKL |
IShares Trust Small Value I... |
14 |
- |
$57.45 |
$1,433,000 |
23,415 |
1.12% |
47,000 |
0 |
0.1 |
Closed - End Fund - E... |
|
|
AVSD |
Avantis Responsible Interna... |
16 |
- |
$0.00 |
$1,248,000 |
21,926 |
0.98% |
67,000 |
0 |
0.244 |
N/A |
|
|
IWM |
iShares Tr Russell 2000 Indx |
26 |
- |
$200.75 |
$581,000 |
2,765 |
0.46% |
26,000 |
0 |
0 |
Closed - End Fund - E... |
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GSLC |
Goldman Sachs Activebeta Us... |
28 |
- |
$107.78 |
$522,000 |
5,027 |
0.41% |
50,000 |
0 |
0.003 |
N/A |
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AVEM |
Avantis Emerging Markets Eq... |
29 |
- |
$0.00 |
$484,000 |
8,345 |
0.38% |
13,000 |
0 |
0.008 |
N/A |
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EEMS |
Ishares Msci Emerging Marke... |
30 |
- |
$61.51 |
$450,000 |
7,645 |
0.35% |
8,000 |
0 |
0.017 |
N/A |
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DFUV |
DFA Dimensional Us Marketwi... |
39 |
- |
$38.96 |
$294,000 |
7,193 |
0.23% |
26,000 |
0 |
0.001 |
N/A |
|
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FNDC |
Schwab Fundamental Internat... |
45 |
- |
$35.30 |
$252,000 |
7,104 |
0.2% |
4,000 |
0 |
0.008 |
N/A |
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IJJ |
iShares S&P MC 400/BARRA VL |
48 |
- |
$112.74 |
$215,000 |
1,814 |
0.17% |
8,000 |
0 |
0.003 |
Closed - End Fund - E... |
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FAX |
Aberdeen Asia Pacific Incom... |
54 |
- |
$2.72 |
$58,000 |
20,650 |
0.05% |
2,000 |
0 |
0.008 |
Closed - End Fund - F... |
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