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 |
|---|---|---|---|---|---|---|---|---|---|
| FEDEX CORP | COM | 51 | $1,237,167 | 4,252 | 0.00 | 0.00 | 409 | 10.64 | 03-31-2024 |
| ISHARES TR | SHRT NAT MUN ETF | 52 | $1,219,791 | 11,647 | 0.00 | 0.00 | 3,328 | 40.00 | 03-31-2024 |
| LOCKHEED MARTIN CORP | COM | 53 | $1,198,761 | 2,618 | 0.00 | 0.00 | 201 | 8.32 | 03-31-2024 |
| UNITEDHEALTH GROUP INC | COM | 54 | $1,189,754 | 2,405 | 0.00 | 0.00 | 120 | 5.25 | 03-31-2024 |
