$142 Million is the total value of MBM Wealth Consultants, LLC's 213 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VBK | New | VANGUARD INDEX FDSsml cp grw etf | $2,410,000 | – | 12,076 | +100.0% | 1.70% | – |
| FSKR | New | FS KKR CAP CORP II | $1,294,000 | – | 100,358 | +100.0% | 0.91% | – |
| IYG | New | ISHARES TRu.s. fin svc etf | $530,000 | – | 4,445 | +100.0% | 0.37% | – |
| SPYG | New | SPDR SER TRprtflo s&p500 gw | $319,000 | – | 7,091 | +100.0% | 0.22% | – |
| KBE | New | SPDR SER TRs&p bk etf | $254,000 | – | 8,055 | +100.0% | 0.18% | – |
| SLYG | New | SPDR SER TRs&p 600 smcp grw | $152,000 | – | 2,683 | +100.0% | 0.11% | – |
| MINT | New | PIMCO ETF TRenhan shrt ma ac | $50,000 | – | 490 | +100.0% | 0.04% | – |
| ICSH | New | ISHARES TRultr sh trm bd | $50,000 | – | 990 | +100.0% | 0.04% | – |
| SHV | New | ISHARES TRshort treas bd | $50,000 | – | 450 | +100.0% | 0.04% | – |
| BIL | New | SPDR SER TRspdr bloomberg | $50,000 | – | 550 | +100.0% | 0.04% | – |
| GSY | New | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $30,000 | – | 600 | +100.0% | 0.02% | – |
| WKHS | New | WORKHORSE GROUP INC | $1,000 | – | 50 | +100.0% | 0.00% | – |
| CCL | New | CARNIVAL CORPunit 99/999/9999 | $2,000 | – | 100 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-07
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 23 | Q2 2024 | 14.9% |
| VANGUARD WHITEHALL FDS INC | 23 | Q2 2024 | 12.8% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 12.8% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 5.9% |
| VANGUARD TAX MANAGED INTL FD | 23 | Q2 2024 | 4.5% |
| VANGUARD INDEX FDS | 23 | Q2 2024 | 4.0% |
| ISHARES TR | 23 | Q2 2024 | 4.1% |
| SPDR SER TR | 23 | Q2 2024 | 1.9% |
| VANECK VECTORS ETF TR | 23 | Q2 2024 | 2.0% |
| ABBVIE INC | 23 | Q2 2024 | 1.5% |
View MBM Wealth Consultants, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-04-18 |
| 13F-HR | 2024-01-30 |
| 13F-HR | 2023-10-19 |
| 13F-HR | 2023-07-24 |
| 13F-HR | 2023-05-31 |
| 13F-HR | 2023-02-15 |
| 13F-HR | 2022-10-24 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View MBM Wealth Consultants, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.