$197 Million is the total value of MBM Wealth Consultants, LLC's 259 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FIT | Exit | FITBIT INC COM CL Acl a | $0 | – | -300 | -100.0% | -0.00% | – |
| MLPX | Exit | GLOBAL X FDSglb x mlp enrg i | $0 | – | -90 | -100.0% | -0.00% | – |
| AMAT | Exit | APPLIED MATLS INC | $0 | – | -100 | -100.0% | -0.01% | – |
| DGRO | Exit | ISHARES TRcore div grwth | $0 | – | -263 | -100.0% | -0.01% | – |
| ABT | Exit | ABBOTT LABS | $0 | – | -275 | -100.0% | -0.02% | – |
| MCD | Exit | MCDONALDS CORP | $0 | – | -139 | -100.0% | -0.02% | – |
| ULST | Exit | SSGA ACTIVE ETF TRult sht trm bd | $0 | – | -1,220 | -100.0% | -0.03% | – |
| GSY | Exit | INVESCO ACTIVELY MANAGED ETFultra shrt dur | $0 | – | -995 | -100.0% | -0.03% | – |
| ICSH | Exit | ISHARES TRultr sh trm bd | $0 | – | -985 | -100.0% | -0.03% | – |
| MINT | Exit | PIMCO ETF TRenhan shrt ma ac | $0 | – | -495 | -100.0% | -0.03% | – |
| ANTM | Exit | ANTHEM INC | $0 | – | -238 | -100.0% | -0.04% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-10
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.