Mb Generational Wealth is an investment fund managing more than $129 billion ran by Andy Bloom. There are currently 17 companies in Mr. Bloom’s portfolio. The largest investments include American Centy Etf Tr and Dimensional Etf Trust, together worth $81 billion.
As of 17th July 2024, Mb Generational Wealth’s top holding is 484,605 shares of American Centy Etf Tr currently worth over $35 billion and making up 27.1% of the portfolio value.
In addition, the fund holds 1,521,230 shares of Dimensional Etf Trust worth $46.1 billion.
The third-largest holding is Ishares Tr worth $37.3 billion and the next is Vanguard Index Fds worth $5.02 billion, with 24,978 shares owned.
Currently, Mb Generational Wealth's portfolio is worth at least $129 billion. The total portfolio value may be much higher due to cash
assets that are not publicly disclosed such as fixed income, real estate, or cash equivalents.
The Mb Generational Wealth office and employees reside in Spokane, Washington. According to the last 13-F report filed with the SEC, Andy Bloom serves as the Chief Compliance Officer/Owner at Mb Generational Wealth.
In the most recent 13F filing, Mb Generational Wealth revealed that it had opened a new position in
Ishares Tr and bought 9,262 shares worth $651 million.
The investment fund also strengthened its position in American Centy Etf Tr by buying
8,288 additional shares.
This makes their stake in American Centy Etf Tr total 484,605 shares worth $35 billion.
On the other hand, there are companies that Mb Generational Wealth is getting rid of from its portfolio.
Mb Generational Wealth closed its position in Select Sector Spdr Tr on 23rd July 2024.
It sold the previously owned 1,586 shares for $309 million.
Andy Bloom also disclosed a decreased stake in Spdr Ser Tr by 0.3%.
This leaves the value of the investment at $304 million and 6,227 shares.
The two most similar investment funds to Mb Generational Wealth are Vannoy Advisory and Kearns & Associates. They manage $129 billion and $129 billion respectively.
These positions were updated on July 23rd based on the fund’s latest 13F filing. Quickly find out what the most recently closed or increased positions are.
| Security | Shares Owned | Value | Allocation |
|---|---|---|---|
| American Centy Etf Tr |
1.74%
484,605
|
$34,979,001,000 | 27.11% |
| Dimensional Etf Trust |
1.62%
1,521,230
|
$46,050,435,000 | 35.69% |
| Ishares Tr |
165.67%
262,280
|
$37,344,188,000 | 28.94% |
| Vanguard Index Fds |
29.75%
24,978
|
$5,024,947,000 | 3.89% |
| Spdr Index Shs Fds |
53.78%
27,835
|
$1,024,425,000 | 0.79% |
| Goldman Sachs Etf Tr |
No change
5,027
|
$537,638,000 | 0.42% |
| Ishares Inc |
No change
7,645
|
$467,223,000 | 0.36% |
| Vanguard Intl Equity Index F |
10.96%
15,655
|
$961,895,000 | 0.75% |
| Ishares Tr |
Opened
9,262
|
$650,794,000 | 0.50% |
| Select Sector Spdr Tr |
Closed
1,586
|
$308,532,000 | |
| Spdr Ser Tr |
27.93%
6,227
|
$303,504,000 | 0.24% |
| Dimensional Etf Trust |
Opened
16,860
|
$538,592,000 | 0.42% |
| Invesco Exch Traded Fd Tr Ii |
Opened
10,385
|
$273,956,000 | 0.21% |
| Ishares Tr |
Closed
54,328
|
$592,174,000 | |
| Manager Directed Portfolios |
400.69%
26,011
|
$251,526,000 | 0.19% |
| Schwab Strategic Tr |
No change
7,104
|
$246,935,000 | 0.19% |
| Spdr Ser Tr |
Opened
5,864
|
$243,532,000 | 0.19% |
| Vanguard Whitehall Fds |
Closed
2,735
|
$207,776,000 | |
| Invesco Exch Traded Fd Tr Ii |
Closed
14,546
|
$205,336,000 | |
| Schwab Strategic Tr |
Closed
11,429
|
$182,977,000 | |
| Tcw Strategic Income Fd Inc |
Opened
16,916
|
$80,182,000 | 0.06% |
| Nuveen Amt Free Qlty Mun Inc |
Closed
16,514
|
$77,490,000 | |
| Abrdn Asia Pacific Income Fu |
12.08%
18,155
|
$48,655,000 | 0.04% |
| Spdr Ser Tr |
Closed
10,445
|
$38,249,000 | |
| Lattice Strategies Tr |
Closed
11,921
|
$37,268,000 | |
| Ark Etf Tr |
Closed
13,562
|
$6,805,000 | |
| Global X Fds |
Closed
19,139
|
$2,265,000 | |
| No transactions found | |||
| Showing first 500 out of 27 holdings | |||