Instuitional Investor - Generations Wealth, Llc
Fund Profile
Filing Period:
| Fund Name: | Generations Wealth, Llc |
| Portfolio Value | $102,992,681 |
Top 13F Holdings
Filing Period:
| No. | Security | Ticker | Shares | Value | % Port |
|---|---|---|---|---|---|
| 1. | Dimensional Etf Trust | 705,040 | $27,397,843 | 26.6% | |
| 2. | Dimensional Etf Trust | 605,775 | $20,578,184 | 19.98% | |
| 3. | American Centy Etf Tr - US EQT ETF | 99,689 | $11,083,412 | 10.76% | |
| 4. | Vanguard Index Fds | 22,685 | $7,277,575 | 7.07% | |
| 5. | American Centy Etf Tr | 47,087 | $5,201,700 | 5.05% |