MBM Wealth Consultants, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW MBM Wealth Consultants, LLC | Institutional Filer | ▲ 3.58% | $435.6M | 387 |
Current Portfolio Holdings
Showing all 387 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VYM | VANGUARD WHITEHALL FDS | — | 331K | $49.1M | 11.27% |
| 2 | VUG | VANGUARD INDEX FDS | — | 108K | $47.2M | 10.84% |
| 3 | VOO | VANGUARD INDEX FDS | — | 74K | $44.1M | 10.13% |
| 4 | PULS | PGIM ETF TR | — | 504K | $24.9M | 5.73% |
| 5 | JPST | J P MORGAN EXCHANGE TRADED F | — | 481K | $24.4M | 5.59% |
| 6 | SCHO | SCHWAB STRATEGIC TR | — | 963K | $23.4M | 5.36% |
| 7 | VB | VANGUARD INDEX FDS | — | 83K | $21.7M | 4.97% |
| 8 | VEA | VANGUARD TAX-MANAGED FDS | — | 291K | $18.7M | 4.28% |
| 9 | JPLD | J P MORGAN EXCHANGE TRADED F | — | 339K | $17.7M | 4.06% |
| 10 | NEAR | ISHARES U S ETF TR | — | 338K | $17.2M | 3.94% |
| 11 | JMST | J P MORGAN EXCHANGE TRADED F | — | 237K | $12.1M | 2.77% |
| 12 | IEI | ISHARES TR | — | 93K | $11.1M | 2.54% |
| 13 | SMMU | PIMCO ETF TR | — | 80K | $4.0M | 0.92% |
| 14 | AAPL | Apple Inc. | Technology | 15K | $3.9M | 0.89% |
| 15 | SUB | ISHARES TR | — | 36K | $3.8M | 0.88% |
Showing 1 to 15 of 387 holdings