$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| WAB | Exit | WABTEC CORP | $0 | – | -9 | -100.0% | -0.00% | – |
| FE | Exit | FIRSTENERGY CORP | $0 | – | -54 | -100.0% | -0.00% | – |
| SWM | Exit | SCHWEITZER-MAUDUIT | $0 | – | -34 | -100.0% | -0.00% | – |
| EIX | Exit | EDISON INTERNATIONAL | $0 | – | -80 | -100.0% | -0.00% | – |
| DDD | Exit | 3-D SYS CORP DEL | $0 | – | -1,365 | -100.0% | -0.00% | – |
| BKR | Exit | BAKER HUGHES A GE COcl a | $0 | – | -1,000 | -100.0% | -0.01% | – |
| DTN | Exit | WISDOMTREE TRus divid ex fncl | $0 | – | -204 | -100.0% | -0.01% | – |
| DFE | Exit | WISDOMTREE TReurope smcp dv | $0 | – | -802 | -100.0% | -0.03% | – |
| ITA | Exit | ISHARES TRus aer def etf | $0 | – | -332 | -100.0% | -0.03% | – |
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.