Instuitional Investor - Generations Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Generations Wealth, Llc |
| Portfolio Value | $97,729,632 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 676,317 | $26,775,376 | 27.4% | |
| 2. | Dimensional Etf Trust | 606,481 | $19,850,130 | 20.31% | |
| 3. | American Centy Etf Tr - US EQT ETF | 96,792 | $10,819,456 | 11.07% | |
| 4. | Vanguard Index Fds | 19,613 | $6,575,651 | 6.73% | |
| 5. | American Centy Etf Tr | 46,569 | $4,749,109 | 4.86% |