Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| MBM WEALTH CONSULTANTS LLC | 04-18-2024 | 03-31-2024 | 105 | 284,320,522 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANGUARD INDEX FDS | GROWTH ETF | 1 | $39,087,008 | 113,559 | 0.01 | 0.01 | -144 | -0.13 | 03-31-2024 |
| VANGUARD WHITEHALL FDS | HIGH DIV YLD | 2 | $36,439,666 | 301,180 | 0.01 | 0.01 | 1,453 | 0.48 | 03-31-2024 |
| VANGUARD INDEX FDS | S&P 500 ETF SHS | 3 | $35,304,892 | 73,445 | 0.01 | 0.01 | 13 | 0.02 | 03-31-2024 |
| VANGUARD INDEX FDS | SMALL CP ETF | 4 | $16,730,331 | 73,190 | 0.01 | 0.01 | 548 | 0.75 | 03-31-2024 |
