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MB Generational Wealth, LLC

111 S. POST STREET STE 2250, SPOKANE, WA 99201-6021 • 50970315496

Q1 2025 · Filed 2025-05-02
Market Value
$134M
-1.7%
Holdings
56
-4
New Purchases
6
Added To
17
Closed
5
Reduced
14
Top 10 Concentration
78.1%
Turnover
19.6%

Top Buys (by % of Portfolio)

SymbolCur %Prior %Chg %Value
DISV 10.30% 9.14% +1.16% $14M
DIHP 4.11% 3.75% +0.36% $6M
DUHP 13.62% 13.29% +0.33% $18M
REET 1.26% 0.93% +0.33% $2M
AGG 0.25% 0.00% +0.25% $338K
DFAC 1.89% 1.66% +0.23% $3M
DFCF 0.37% 0.20% +0.17% $496K
GLD 0.17% 0.00% +0.17% $232K
AVDV 0.17% 0.00% +0.17% $228K
DFIP 0.17% 0.00% +0.17% $226K
SCZ 1.00% 0.84% +0.17% $1M
DFAW 0.89% 0.73% +0.16% $1M
IVLU 0.32% 0.17% +0.16% $435K
XLRE 0.16% 0.00% +0.16% $210K
FREL 0.15% 0.00% +0.15% $203K

Top Sells (by % of Portfolio)

SymbolCur %Prior %Chg %Value
AVUV 14.43% 15.41% -0.98% $19M
SGOV 0.00% 0.81% -0.81% $0
QUAL 11.23% 11.81% -0.58% $15M
SLYV 0.00% 0.40% -0.40% $0
OEF 10.49% 10.88% -0.39% $14M
VBR 1.12% 1.47% -0.35% $2M
AVRE 0.30% 0.56% -0.26% $396K
VV 0.00% 0.21% -0.21% $0
VO 0.00% 0.20% -0.20% $0
ESGV 0.00% 0.15% -0.15% $0
DFSU 2.28% 2.39% -0.11% $3M
AVLV 6.50% 6.57% -0.07% $9M
IVV 2.08% 2.14% -0.06% $3M
ISCV 1.04% 1.09% -0.05% $1M
DFAT 0.79% 0.84% -0.05% $1M

Sector Allocation Over Time

Industry Breakdown

IndustryWeight
Financial Services 99.5%
Healthcare 0.3%
Communication Services 0.1%
Industrials 0.0%
Consumer Cyclical 0.0%

Market Cap Concentration

TierHoldingsValueWeight
Mega Cap 4 $6M 4.1%
Large Cap 29 $91M 67.8%
Mid Cap 11 $26M 19.7%
Small Cap 10 $10M 7.4%
Micro Cap 2 $1M 1.0%

Portfolio Analytics

Avg Market Cap
$56.1B
Median Market Cap
$12.5B
Avg P/E
11.1
Median P/E
11.1
Avg Dividend Yield
0.08%
Avg Beta
0.93
# Stocks
0
# ETFs / Funds
56

Top Holdings (56 total)

# Symbol % Port Shares Value Avg Price Q/Q Value Chg Share Chg Chg % Status
1 AVUV 14.43% 221,773 $19M $87.17 -$2M +4,160 +1.9%
2 DUHP 13.62% 550,447 $18M $33.14 $127K +14,341 +2.7%
3 QUAL 11.23% 88,054 $15M $170.89 -$1M -2,349 -2.6%
4 OEF 10.49% 51,912 $14M $270.83 -$776K +553 +1.1%
5 DISV 10.30% 473,731 $14M $29.12 $1M +4,999 +1.1%
6 AVLV 6.50% 133,529 $9M $65.21 -$246K -568 -0.4%
7 DIHP 4.11% 204,511 $6M $26.94 $395K +1,792 +0.9%
8 AVES 3.07% 87,241 $4M $47.16 $94K +216 +0.2%
9 DFSU 2.28% 85,234 $3M $35.81 -$207K -752 -0.9%
10 IVV 2.08% 4,952 $3M $561.90 -$133K
11 DFAC 1.89% 76,644 $3M $32.99 $266K +11,226 +17.2%
12 VGSH 1.45% 33,187 $2M $58.69 -$53K -1,199 -3.5%
13 VTI 1.31% 6,367 $2M $274.84 -$95K
14 REET 1.26% 69,563 $2M $24.26 $415K +16,470 +31.0%
15 VBR 1.12% 8,076 $2M $186.29 -$502K -2,046 -20.2%
16 ISCV 1.04% 23,415 $1M $59.30 -$96K
17 SCZ 1.00% 21,126 $1M $63.53 $202K +2,351 +12.5%
18 AVSD 0.93% 20,694 $1M $59.98 $21K -1,223 -5.6%
19 DFSI 0.91% 35,003 $1M $34.89 $66K -159 -0.5%
20 DFAW 0.89% 19,463 $1M $61.28 $198K +3,545 +22.3%
21 DFAT 0.79% 20,474 $1M $51.49 -$90K -89 -0.4%
22 VTV 0.75% 5,781 $999K $172.74 $20K
23 VLUE 0.62% 7,758 $827K $106.65 -$24K -302 -3.8%
24 SPEM 0.51% 17,415 $686K $39.37 $72K +1,429 +8.9%
25 DFIV 0.50% 17,124 $674K $39.36 $60K -177 -1.0%
26 DFIS 0.48% 24,948 $645K $25.84 $32K
27 AVEM 0.45% 9,923 $597K $60.17 $83K +1,185 +13.6%
28 DFSE 0.42% 16,780 $565K $33.68 -$20K -896 -5.1%
29 GSLC 0.41% 5,027 $553K $110.08 -$26K
30 DFSV 0.41% 19,627 $552K $28.15 $62K +3,685 +23.1%
31 IWM 0.41% 2,730 $545K $199.49 -$65K -30 -1.1%
32 DFCF 0.37% 11,794 $496K $42.06 $228K +5,292 +81.4%
33 IVLU 0.32% 14,338 $435K $30.31 $208K +5,962 +71.2%
34 EEMS 0.32% 7,645 $425K $55.61 -$19K
35 AVRE 0.30% 9,214 $396K $43.01 -$366K -8,972 -49.3%
36 DFIC 0.29% 13,774 $383K $27.77 $146K +4,615 +50.4%
37 VEU 0.27% 6,043 $367K $60.66 -$1K -360 -5.6%
38 SPDW 0.25% 9,313 $339K $36.41 $21K
39 AGG 0.25% 3,417 $338K $98.92 +3,417 NEW
40 DFUV 0.22% 7,193 $296K $41.21 $2K
41 FNDC 0.19% 7,104 $257K $36.20 $15K
42 DFAX 0.19% 9,643 $253K $26.20 $27K +552 +6.1%
43 VGSR 0.18% 24,317 $247K $10.14 $486
44 GLD 0.17% 805 $232K $288.14 +805 NEW
45 AVDV 0.17% 3,270 $228K $69.74 +3,270 NEW
46 DFIP 0.17% 5,369 $226K $42.11 +5,369 NEW
47 IJJ 0.16% 1,814 $217K $119.73 -$9K
48 XLRE 0.16% 5,024 $210K $41.85 +5,024 NEW
49 FREL 0.15% 7,396 $203K $27.47 +7,396 NEW
50 IUSV 0.15% 2,181 $201K $92.29 -$655
51 TSI 0.06% 16,916 $82K $4.86 $846
52 VV —% -$290K -1,077 -100.0% SOLD
53 VO —% -$268K -1,015 -100.0% SOLD
54 SGOV —% -$1M -11,034 -100.0% SOLD
55 SLYV —% -$549K -6,289 -100.0% SOLD
56 ESGV —% -$202K -1,925 -100.0% SOLD

New Positions

SymbolValue% Port
AGG $338K 0.25%
GLD $232K 0.17%
AVDV $228K 0.17%
DFIP $226K 0.17%
XLRE $210K 0.16%
FREL $203K 0.15%

Sold Out Positions

SymbolValue% Port
SGOV —%
VV —%
ESGV —%
SLYV —%
VO —%
View SEC EDGAR Filings for MB Generational Wealth, LLC →

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For informational purposes only. Not investment advice. Data sourced from SEC filings. Privacy Terms