$184 Million is the total value of MBM Wealth Consultants, LLC's 239 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ISTB | New | ISHARES TRcore 1 5 yr usd | $7,769,000 | – | 150,450 | +100.0% | 4.23% | – |
| VMBS | New | VANGUARD SCOTTSDALE FDSmortg-back sec | $5,338,000 | – | 98,726 | +100.0% | 2.91% | – |
| IBM | New | INTERNATIONAL BUSINESS MACHS | $1,109,000 | – | 8,807 | +100.0% | 0.60% | – |
| SPIB | New | SPDR SER TRportfolio intrmd | $299,000 | – | 8,046 | +100.0% | 0.16% | – |
| SPMB | New | SPDR SER TRportfli mortgage | $298,000 | – | 11,294 | +100.0% | 0.16% | – |
| SSNC | New | SS&C TECHNOLOGIES HLDGS INC | $153,000 | – | 2,091 | +100.0% | 0.08% | – |
| VRTX | New | VERTEX PHARMACEUTICALS INC | $138,000 | – | 583 | +100.0% | 0.08% | – |
| CYBE | New | CYBEROPTICS CORP | $125,000 | – | 5,521 | +100.0% | 0.07% | – |
| CW | New | CURTISS WRIGHT CORP | $122,000 | – | 1,050 | +100.0% | 0.07% | – |
| VTRS | New | VIATRIS INC | $63,000 | – | 3,385 | +100.0% | 0.03% | – |
| MCD | New | MCDONALDS CORP | $30,000 | – | 139 | +100.0% | 0.02% | – |
| IMCV | New | ISHARES TRmrgstr md cp val | $15,000 | – | 93 | +100.0% | 0.01% | – |
| ISCV | New | ISHARES TRmrning sm cp etf | $13,000 | – | 93 | +100.0% | 0.01% | – |
| CARR | New | CARRIER GLOBAL CORPORATION | $6,000 | – | 162 | +100.0% | 0.00% | – |
| NSP | New | INSPERITY INC | $2,000 | – | 25 | +100.0% | 0.00% | – |
| FUL | New | FULLER H B CO | $1,000 | – | 11 | +100.0% | 0.00% | – |
| SYY | New | SYSCO CORP | $1,000 | – | 18 | +100.0% | 0.00% | – |
| CTVA | New | CORTEVA INC | $0 | – | 4 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-09
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| VANGUARD INDEX FDS | 20 | Q3 2023 | 14.3% |
| VANGUARD WHITEHALL FDS INC | 20 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 12.2% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 5.8% |
| VANGUARD TAX MANAGED INTL FD | 20 | Q3 2023 | 3.9% |
| VANGUARD INDEX FDS | 20 | Q3 2023 | 4.0% |
| ISHARES TR | 20 | Q3 2023 | 4.1% |
| VANGUARD INTL EQUITY INDEX F | 20 | Q3 2023 | 2.0% |
| SPDR SER TR | 20 | Q3 2023 | 1.9% |
| VANECK VECTORS ETF TR | 20 | Q3 2023 | 2.0% |
View MBM Wealth Consultants, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-15 |
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.