GEN Financial Management, INC.
Q4 2024 13F Holdings
- Locationplymouth, MN
- Num holdings
56
- Value ($000)
$154,068
- Date Filed01/24/2025
- Form type13F-HR
- CIK0002032497
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
VIG VANGUARD SPECIALIZED FUNDS | DIV APP ETF | 921908844 | $27.93M | 18 % | 142,603 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $25.88M | 17 % | 1,116,276 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $25.59M | 17 % | 319,877 | ||
VGSH VANGUARD SCOTTSDALE FDS | SHORT TERM TREAS | 92206C102 | $19.60M | 13 % | 336,919 | ||
COWZ PACER FDS TR | US CASH COWS 100 | 69374H881 | $17.49M | 11 % | 309,296 | ||
VANGUARD MUN BD FDS | TAX EXEMPT BD | 922907746 | $3.23M | 2 % | 64,518 | ||
DFLV DIMENSIONAL ETF TRUST | US LARGE CAP VAL | 25434V666 | $2.12M | 1 % | 70,604 | ||
VOOG VANGUARD ADMIRAL FDS INC | 500 GRTH IDX F | 921932505 | $1.70M | 1 % | 4,636 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $1.64M | 1 % | 63,541 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $1.47M | 1 % | 2,495 |
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