GEN Financial Management, INC.
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| abrdn National Municipal Income Fund | $136.8K | 0.1% |
| Broadcom Inc. | $225.0K | 0.1% |
| ISHARES TR | $231.2K | 0.1% |
| ISHARES TR | $253.0K | 0.2% |
| CHEVRON CORP | $289.9K | 0.2% |
| iShares MSCI UAE ETF | $301.1K | 0.2% |
| HONEYWELL INTERNATIONAL INC | $302.4K | 0.2% |
| DIMENSIONAL ETF TRUST | $314.6K | 0.2% |
| PENTAIR plc | $335.9K | 0.2% |
| ISHARES TR | $357.0K | 0.2% |
| Apple Inc. | $362.7K | 0.2% |
| VANGUARD INDEX FDS | $373.5K | 0.2% |
| VANGUARD INDEX FDS | $422.0K | 0.3% |
| AMERICAN CENTY ETF TR | $427.1K | 0.3% |
| VANGUARD INDEX FDS | $457.8K | 0.3% |
| ISHARES TR | $486.5K | 0.3% |
| iShares MSCI UAE ETF | $615.1K | 0.4% |
| VANGUARD INSTL INDEX FD | $616.1K | 0.4% |
| VANGUARD INTL EQUITY INDEX F | $670.5K | 0.4% |
| AMERICAN CENTY ETF TR | $714.0K | 0.4% |
| MICROSOFT CORP | $730.8K | 0.5% |
| ISHARES TR | $805.5K | 0.5% |
| SPDR SERIES TRUST | $857.6K | 0.5% |
| ISHARES TR | $870.0K | 0.5% |
| VANGUARD INDEX FDS | $878.8K | 0.6% |
| VANGUARD INDEX FDS | $914.2K | 0.6% |
| DIMENSIONAL ETF TRUST | $1.02M | 0.6% |
| DIMENSIONAL ETF TRUST | $1.04M | 0.7% |
| VANGUARD INTL EQUITY INDEX F | $1.06M | 0.7% |
| Warren E. Buffett | $1.14M | 0.7% |
| DIMENSIONAL ETF TRUST | $1.15M | 0.7% |
| ISHARES TR | $1.28M | 0.8% |
| DIMENSIONAL ETF TRUST | $1.82M | 1.1% |
| SPDR SERIES TRUST | $1.92M | 1.2% |
| DIMENSIONAL ETF TRUST | $1.98M | 1.2% |
| VANGUARD ADMIRAL FDS INC | $2.03M | 1.3% |
| VANGUARD MUN BD FDS | $2.05M | 1.3% |
| VANGUARD BD INDEX FDS | $2.30M | 1.5% |
| SPDR SERIES TRUST | $2.74M | 1.7% |
| VANGUARD MALVERN FDS | $8.00M | 5.0% |
| DIMENSIONAL ETF TRUST | $10.10M | 6.4% |
| PACER FDS TR | $12.25M | 7.7% |
| FIDELITY COVINGTON TRUST | $13.18M | 8.3% |
| VANGUARD SCOTTSDALE FDS | $13.64M | 8.6% |
| VANGUARD WHITEHALL FDS | $18.13M | 11.4% |
| SCHWAB STRATEGIC TR | $24.11M | 15.2% |
| VANGUARD SPECIALIZED FUNDS | $24.93M | 15.7% |