Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
GEN Financial Management, INC. (CIK 2032497) reported $161.5M across 51 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: VIG ($24.5M, 15.14%), SCHX ($23.9M, 14.78%), VIGI ($17.9M, 11.11%), FSMD ($13.6M, 8.40%), VGSH ($12.7M, 7.88%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | VIG | VANGUARD SPECIALIZED FUNDS | $24.5M | 15.14% | 113,693 | Added |
| 2 | SCHX | SCHWAB STRATEGIC TR | $23.9M | 14.78% | 931,113 | Added |
| 3 | VIGI | VANGUARD WHITEHALL FDS | $17.9M | 11.11% | 202,792 | Added |
| 4 | FSMD | FIDELITY COVINGTON TRUST | $13.6M | 8.40% | 303,411 | Added |
| 5 | VGSH | VANGUARD SCOTTSDALE FDS | $12.7M | 7.88% | 217,502 | Trimmed |
| 6 | COWZ | PACER FDS TR | $12.6M | 7.79% | 201,184 | Trimmed |
| 7 | DFIS | DIMENSIONAL ETF TRUST | $10.6M | 6.57% | 315,001 | Added |
| 8 | VCRB | VANGUARD MALVERN FDS | $8.4M | 5.20% | 108,509 | Added |
| 9 | SLYG | SPDR SERIES TRUST | $2.8M | 1.71% | 28,595 | Trimmed |
| 10 | BND | VANGUARD BD INDEX FDS | $2.3M | 1.44% | 31,634 | Added |
| 11 | MDYG | SPDR SERIES TRUST | $2.3M | 1.44% | 24,312 | Added |
| 12 | DFLV | DIMENSIONAL ETF TRUST | $2.1M | 1.28% | 57,763 | Trimmed |
| 13 | DFIC | DIMENSIONAL ETF TRUST | $1.9M | 1.16% | 52,832 | Trimmed |
| 14 | VTEB | VANGUARD MUN BD FDS | $1.8M | 1.13% | 36,619 | Trimmed |
| 15 | VOOG | VANGUARD ADMIRAL FDS INC | $1.8M | 1.10% | 4,371 | Trimmed |
| 16 | VTES | VANGUARD WELLINGTON FD | $1.4M | 0.87% | 13,821 | New |
| 17 | IVV | ISHARES TR | $1.2M | 0.76% | 1,868 | Hold |
| 18 | VBIL | VANGUARD INSTL INDEX FD | $1.1M | 0.69% | 14,830 | Added |
| 19 | BRK/B | BERKSHIRE HATHAWAY INC DEL | $1.1M | 0.69% | 2,317 | Added |
| 20 | DUHP | DIMENSIONAL ETF TRUST | $1.1M | 0.69% | 30,356 | Added |
| 21 | DFSV | DIMENSIONAL ETF TRUST | $1.1M | 0.68% | 31,366 | Trimmed |
| 22 | VT | VANGUARD INTL EQUITY INDEX F | $1.0M | 0.64% | 7,529 | Added |
| 23 | DFCF | DIMENSIONAL ETF TRUST | $1.0M | 0.63% | 23,968 | Hold |
| 24 | SDY | SPDR SERIES TRUST | $899,429 | 0.56% | 6,163 | Hold |
| 25 | VBK | VANGUARD INDEX FDS | $880,152 | 0.54% | 2,912 | Added |
Source: SEC Form 13F filings · as of 2026-03-31