account_balance
Investment manager · 13F filer · SEC CIK 2032497
GEN Financial Management, INC.
Reported value$185Mas of Sep 30, 2026
Positions56 16 new, 2 sold out
Top 10 weight77.3%SCHX alone is 15%
FiledOct 1313 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
SCHXSchwab Strategic Tr
15.0%
VIGVanguard Specialized Funds
14.5%
VIGIVanguard Whitehall FDS
10.5%
FSMDFidelity Covington Trust
7.7%Trimmed −3%
VGSHVanguard Scottsdale FDS
7.3%Added +3%
COWZPacer FDS Tr
7.2%
DFISDimensional ETF Trust
6.1%
VCRBVanguard Malvern FDS
4.8%
JFLXJ P Morgan Exchange Traded F
2.7%Added +1088%
DFAR1.6%
SLYG1.5%
MDYG1.4%
SCHXSchwab Strategic Tr
15.0%
VIGVanguard Specialized Funds
14.5%
VIGIVanguard Whitehall FDS
10.5%
FSMDFidelity Covington Trust
7.7%−3%
VGSHVanguard Scottsdale FDS
7.3%
COWZPacer FDS Tr
7.2%
DFISDimensional ETF Trust
6.1%
VCRB4.8%
JFLX2.7%
MDYG
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SCHX Schwab Strategic Tr 15.0% Held
VIG Vanguard Specialized Funds 14.5% Held
VIGI Vanguard Whitehall FDS 10.5% Held
FSMD Fidelity Covington Trust 7.7% Trimmed −3%
VGSH Vanguard Scottsdale FDS 7.3% Added +3%
COWZ Pacer FDS Tr 7.2% Held
DFIS Dimensional ETF Trust 6.1% Held
VCRB Vanguard Malvern FDS 4.8% Held
JFLX J P Morgan Exchange Traded F 2.7% Added +1088%
DFAR Dfa Invt Dimensions Group In 1.6% Added +74%
SLYG SPDR Series Trust 1.5% Held
MDYG SPDR Series Trust 1.4% Held
What changed
Biggest moves since Jun 30, 2026
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