StockDriftsStockDriftsTop 50 MB Generational Wealth, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| DUHP | DIMENSIONAL ETF TRUST | 10.94% | 538.0K | $19.8M | -3.71%(-20.75K) | $28.39(+40.56%) | 2026-03-31 | |
| AVUV | AMERICAN CENTY ETF TR | 10.82% | 177.2K | $19.6M | +0.17%(+309) | $85.55(+37.72%) | 2026-03-31 | |
| DISV | DIMENSIONAL ETF TRUST | 9.61% | 440.8K | $17.4M | +1.06%(+4.64K) | $25.65(+64.93%) | 2026-03-31 | |
| QUAL | ISHARES TR | 8.65% | 81.6K | $15.6M | -1.31%(-1.08K) | $163.58(+28.97%) | 2026-03-31 | |
| OEF | ISHARES TR | 8.07% | 45.9K | $14.6M | -0.94%(-436) | $242.93(+52.64%) | 2026-03-31 | |
| AVLV | AMERICAN CENTY ETF TR | 5.66% | 127.0K | $10.2M | -0.03%(-42) | $56.09(+57.36%) | 2026-03-31 | |
| DFAC | DIMENSIONAL ETF TRUST | 4.92% | 228.9K | $8.9M | +18.09%(+35.06K) | $35.81(+20.69%) | 2026-03-31 | |
| DIHP | DIMENSIONAL ETF TRUST | 3.6% | 201.9K | $6.5M | +0.08%(+154) | $24.99(+36.99%) | 2026-03-31 | |
| ISCV | ISHARES TR | 3.38% | 88.0K | $6.1M | +0.00%(+0) | $61.89(+19.02%) | 2026-03-31 | |
| DFSU | DIMENSIONAL ETF TRUST | 2.38% | 105.0K | $4.3M | +5.84%(+5.80K) | $31.93(+43.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +5.10% | +16.09% |
| Top 20 Holdings Unweighted | +3.59% | +11.17% |
Sign up free to track MB Generational Wealth, LLC, compare funds side by side, and get alerts the moment positions change.