GEN Financial Management, INC.: 13F holdings
CIK 20324972026Q2
| Positions | 42 |
|---|---|
| Reported value | $167.1m |
| Filed | 2026-07-24 |
Top 10 holdings
| Security | Shares | Value | Weight |
|---|---|---|---|
| SCHX SCHWAB STRATEGIC TR | 936,352 | $27.6m | 16.5% |
| VIG VANGUARD SPECIALIZED FUNDS | 115,778 | $27.4m | 16.4% |
| VIGI VANGUARD WHITEHALL FDS | 203,882 | $19.0m | 11.4% |
| FSMD FIDELITY COVINGTON TRUST | 297,441 | $15.7m | 9.4% |
| VGSH VANGUARD SCOTTSDALE FDS | 227,547 | $13.2m | 7.9% |
| COWZ PACER FDS TR | 200,543 | $12.5m | 7.5% |
| DFIS DIMENSIONAL ETF TRUST | 311,963 | $10.9m | 6.5% |
| VANGUARD MALVERN FDS | 118,704 | $9.2m | 5.5% |
| SLYG SPDR SERIES TRUST | 26,017 | $3.1m | 1.9% |
| MDYG SPDR SERIES TRUST | 24,683 | $2.8m | 1.7% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2032497")Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.