$205 Million is the total value of MBM Wealth Consultants, LLC's 285 reported holdings in Q2 2022. The portfolio turnover from Q1 2022 to Q2 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| JMST | New | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $17,700,000 | – | 349,453 | +100.0% | 8.65% | – |
| FLRN | New | SPDR SER TRbloomberg invt | $11,568,000 | – | 384,161 | +100.0% | 5.66% | – |
| JPST | New | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $10,676,000 | – | 213,140 | +100.0% | 5.22% | – |
| FLOT | New | ISHARES TRfltg rate nt etf | $3,699,000 | – | 74,096 | +100.0% | 1.81% | – |
| SPLG | New | SPDR SER TRspdr s&p 500 etf | $887,000 | – | 20,003 | +100.0% | 0.43% | – |
| SUB | New | ISHARES TRshrt nat mun etf | $113,000 | – | 1,080 | +100.0% | 0.06% | – |
| QQQ | New | INVESCO EXCHANGE TRADED FD Tqqq tr | $14,000 | – | 49 | +100.0% | 0.01% | – |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INCcl a | $6,000 | – | 51 | +100.0% | 0.00% | – |
| EPAM | New | EPAM SYS INC | $4,000 | – | 15 | +100.0% | 0.00% | – |
| ETSY | New | ETSY INC | $4,000 | – | 58 | +100.0% | 0.00% | – |
| TSLA | New | TESLA INC | $1,000 | – | 2 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-08-15
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.