HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANGUARD INDEX FDS (VUG) |
113,559 | -144 | $39,087 |
| VUG | 113,559 | -144 | $39,087 |
| VANGUARD WHITEHALL FDS (VYM) |
301,180 | +1,453 | $36,440 |
| VYM | 301,180 | +1,453 | $36,440 |
| VANGUARD INDEX FDS (VOO) |
73,445 | +13 | $35,305 |
| VOO | 73,445 | +13 | $35,305 |
| VANGUARD INDEX FDS (VB) |
73,190 | +548 | $16,730 |
| VB | 73,190 | +548 | $16,730 |
| VANGUARD TAX MANAGED FDS (VEA) |
254,168 | +2,532 | $12,752 |
| VEA | 254,168 | +2,532 | $12,752 |
| PGIM ETF TR (PULS) |
248,391 | +7,389 | $12,345 |
| PULS | 248,391 | +7,389 | $12,345 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
236,043 | +8,737 | $11,908 |
| JPST | 236,043 | +8,737 | $11,908 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
224,444 | +3,777 | $11,388 |
| JMST | 224,444 | +3,777 | $11,388 |
| SPDR SER TR (FLRN) |
289,186 | +20,267 | $8,916 |
| FLRN | 289,186 | +20,267 | $8,916 |
| ISHARES TR (FLOT) |
165,657 | +12,084 | $8,458 |
| FLOT | 165,657 | +12,084 | $8,458 |
| SCHWAB STRATEGIC TR |
159,010 | +6,349 | $7,666 |
| SCHO | 159,010 | +6,349 | $7,666 |
| ISHARES TR (SGOV) |
71,292 | +2,206 | $7,180 |
| SGOV | 71,292 | +2,206 | $7,180 |
| SPDR SER TR (SHM) |
60,791 | +5,342 | $2,884 |
| SHM | 60,791 | +5,342 | $2,884 |
| ISHARES TR (IVV) |
4,698 | -2 | $2,470 |
| IVV | 4,698 | -2 | $2,470 |
| SPDR SER TR (SPLG) |
39,640 | +1,508 | $2,439 |
| SPLG | 39,640 | +1,508 | $2,439 |
| SPDR SER TR (SPYG) |
33,320 | +909 | $2,437 |
| SPYG | 33,320 | +909 | $2,437 |
| SPDR SER TR (SPYV) |
47,574 | +1,760 | $2,383 |
| SPYV | 47,574 | +1,760 | $2,383 |
| APPLE INC |
13,278 | +575 | $2,277 |
| AAPL | 13,278 | +575 | $2,277 |
| ABBVIE INC |
11,233 | -68 | $2,045 |
| ABBV | 11,233 | -68 | $2,045 |
| MICROSOFT CORP |
4,652 | +1 | $1,957 |
| MSFT | 4,652 | +1 | $1,957 |
| VALERO ENERGY CORP |
10,208 | -57 | $1,742 |
| VLO | 10,208 | -57 | $1,742 |
| WASTE MGMT INC DEL |
7,743 | -178 | $1,650 |
| WM | 7,743 | -178 | $1,650 |
| NVIDIA CORPORATION |
1,820 | -519 | $1,644 |
| NVDA | 1,820 | -519 | $1,644 |
| UNITED RENTALS INC |
2,017 | -31 | $1,454 |
| URI | 2,017 | -31 | $1,454 |
| HOME DEPOT INC |
3,777 | +51 | $1,449 |
| HD | 3,777 | +51 | $1,449 |
| AMAZON COM INC |
7,999 | -134 | $1,443 |
| AMZN | 7,999 | -134 | $1,443 |
| ALPHABET INC |
9,163 | +218 | $1,395 |
| GOOG | 9,163 | +218 | $1,395 |
| BOOKING HOLDINGS INC |
376 | +7 | $1,364 |
| BKNG | 376 | +7 | $1,364 |
| ARES CAPITAL CORP |
63,120 | +1,777 | $1,345 |
| ARCC | 63,120 | +1,777 | $1,345 |
| LAM RESEARCH CORP |
1,307 | -80 | $1,272 |
| LRCX | 1,307 | -80 | $1,272 |
| COSTCO WHSL CORP NEW |
1,696 | +27 | $1,243 |
| COST | 1,696 | +27 | $1,243 |
| FEDEX CORP |
4,252 | +409 | $1,237 |
| FDX | 4,252 | +409 | $1,237 |
| ISHARES TR (SUB) |
11,647 | +3,328 | $1,220 |
| SUB | 11,647 | +3,328 | $1,220 |
| LOCKHEED MARTIN CORP |
2,618 | +201 | $1,199 |
| LMT | 2,618 | +201 | $1,199 |
| UNITEDHEALTH GROUP INC |
2,405 | +120 | $1,190 |
| UNH | 2,405 | +120 | $1,190 |
| DIMENSIONAL ETF TRUST (DFUS) |
20,831 | UNCH | $1,187 |
| DFUS | 20,831 | UNCH | $1,187 |
| CENTENE CORP DEL |
14,974 | +610 | $1,175 |
| CNC | 14,974 | +610 | $1,175 |
| INTERCONTINENTAL EXCHANGE IN (ICE) |
8,458 | +108 | $1,162 |
| ICE | 8,458 | +108 | $1,162 |
| PROGRESSIVE CORP |
5,569 | -413 | $1,152 |
| PGR | 5,569 | -413 | $1,152 |
| SCHWAB CHARLES CORP |
15,909 | +1,951 | $1,151 |
| SCHW | 15,909 | +1,951 | $1,151 |
| JEFFERIES FINL GROUP INC |
26,018 | +894 | $1,147 |
| JEF | 26,018 | +894 | $1,147 |
| THE CIGNA GROUP |
3,100 | -154 | $1,126 |
| CI | 3,100 | -154 | $1,126 |
| CLOUDFLARE INC |
11,519 | -997 | $1,115 |
| NET | 11,519 | -997 | $1,115 |
 BERKSHIRE HATHAWAY INC DEL |
$1,084 | ||
| BRK.B | 2,578 | -74 | $1,084 |
| SPDR SER TR (SPSM) |
24,178 | +1,029 | $1,041 |
| SPSM | 24,178 | +1,029 | $1,041 |
| VERTEX PHARMACEUTICALS INC |
2,450 | +82 | $1,024 |
| VRTX | 2,450 | +82 | $1,024 |
| T MOBILE US INC |
6,190 | +218 | $1,010 |
| TMUS | 6,190 | +218 | $1,010 |
| EPAM SYS INC |
3,618 | +320 | $999 |
| EPAM | 3,618 | +320 | $999 |
| ADOBE INC |
1,910 | +86 | $964 |
| ADBE | 1,910 | +86 | $964 |
| VANGUARD INDEX FDS (VO) |
3,508 | -70 | $877 |
| VO | 3,508 | -70 | $877 |
See Full List: All Stocks Held By MBM Wealth Consultants LLC
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By MBM Wealth Consultants LLC
|
Size ($ in 1000's)
At 03/31/2024: $284,322 At 12/31/2023: $267,052 MBM Wealth Consultants LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from MBM Wealth Consultants LLC 13F filings. Link to 13F filings: SEC filings |
