Titelia

Holdings of MB Generational Wealth, LLC

48 declared positions · as of Mar 31, 2026

Original filing · Ten largest lines: 78.6 % of the equity sleeve

Sector breakdown

  • Funds 14.3 %
  • Communication 0.2 %
  • Unattributed 85.5 %

Titelia classification, company by company. The unattributed share stays visible.

Currency breakdown

  • USD 100.0 %

The quoted currency of each line, as declared.

Country breakdown

  • US 100.0 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1US48151.8M $100.00 %

Positions

RankCompanySharesValueWeight
1Dimensional ETF Trust 537,95619.8M $
2American Century ETF Trust 177,15819.6M $
3Dimensional International Smal 440,84317.4M $
4iShares Trust 81,56915.6M $
5Ishares S&p 100 Etf 45,86114.6M $
6Avantis US Large Cap Value ETF 126,99310.2M $
7Dimensional ETF Trust 228,9008.9M $
8iShares Morningstar Small-Cap Value ETF 88,0156.1M $
9Avantis Emerging Markets Value ETF 71,3974.3M $
10Dimensional ETF Trust 68,1292.9M $
11iShares Core S&P 500 ETF 4,2712.8M $
12DFA Dimensional National Municipal Bond ETF 56,7932.7M $
13Dimensional Inflation-Protecte 55,0752.3M $
14Vanguard Index Funds 9,4612.1M $
15Vanguard Total Stock Market ETF 5,8021.9M $
16Dimensional International Core 50,6201.8M $
17Avantis Emerging Markets Equity ETF 20,3961.6M $
18iShares Trust 53,0931.3M $
19iShares MSCI EAFE Small-Cap ETF 16,5331.3M $
20Vanguard Value ETF 5,6671.1M $
21Dimensional U S Targeted Value ETF 17,1301.1M $
22Goldman Sachs ActiveBeta U.S. Large Cap Equity ETF 8,4231.1M $
23iShares MSCI USA Value Factor ETF 6,410911.4K $
24Dimensional International Smal 24,744833.1K $
25Dimensional International Value ETF 15,614824.1K $
26iShares Russell 2000 ETF 3,271811.2K $
27State Street SPDR Portfolio Emerging Markets ETF 15,535728.7K $
28Avantis Real Estate ETF 16,419722.8K $
29DFA Dimensional US Marketwide Value ETF 12,770618.8K $
30iShares MSCI Emerging Markets Small-Cap ETF 7,645528.9K $
31Gossamer Bio Inc 1,532,142503.3K $
32SPDR Gold Shares 1,009434.2K $
33Vanguard FTSE All-World ex-US ETF 5,635423.2K $
34Vanguard Short-Term Tax-Exempt Bond ETF 4,154420.1K $
35iShares MSCI International Value Factor ETF 8,985356.5K $
36Schwab Strategic Trust 11,382347.2K $
37Invesco Exchange-Traded Fund Trust - Invesco S&P 500 Quality Etf 4,484337.2K $
38JPMorgan BetaBuilders International Equity ETF 4,445325K $
39SPDR Index Shares Funds 6,928315.9K $
40iShares Core S&P Mid-Cap ETF 4,522305.4K $
41State Street SPDR Portfolio Developed World ex-US ETF 6,603301.4K $
42Vanguard Tax-Exempt Bond Index ETF 5,958297.2K $
43Vanguard S&P 500 ETF 486290.4K $
44Alphabet Inc 916263.4K $
45iShares S&P Mid-Cap 400 Value ETF 1,814240.4K $
46iShares Core U.S. Aggregate Bond ETF 2,052203.7K $
47Red Robin Gourmet Burgers Inc 20,10058.9K $
48CLEANCORE SOLUTIONS INC 29,00010.3K $