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Home > Institutional Investor > Generations Wealth, Llc > Profile

Instuitional Investor - Generations Wealth, Llc

Fund Profile
Filing Period:
Fund Name: Generations Wealth, Llc
Portfolio Value $105,317,890
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 DFAC 719,635 $31,922,988 30.31%
2.
Dimensional Etf Trust
 DFAC 478,755 $17,637,323 16.75%
3.
American Centy Etf Tr - US EQT ETF
 98,584 $12,626,677 11.99%
4.
Vanguard Index Fds
 21,737 $8,043,560 7.64%
5.
American Centy Etf Tr
 34,778 $4,338,905 4.12%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.