StockDriftsStockDriftsTop 50 Mbm Wealth Consultants, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| VYM | VANGUARD WHITEHALL FDS | 11.27% | 331.4K | $49.1M | +1.34%(+4.39K) | $96.18(+61.83%) | 2026-03-31 | |
| VUG | VANGUARD INDEX FDS | 10.84% | 108.1K | $47.2M | +2.23%(+2.36K) | $35.02(+149.91%) | 2026-03-31 | |
| VOO | VANGUARD INDEX FDS | 10.13% | 73.9K | $44.1M | +1.74%(+1.27K) | $362.80(+88.10%) | 2026-03-31 | |
| PULS | PGIM ETF TR | 5.73% | 503.9K | $24.9M | +5.36%(+25.62K) | $49.66(-0.07%) | 2026-03-31 | |
| JPST | J P MORGAN EXCHANGE TRADED F | 5.59% | 481.5K | $24.4M | +4.44%(+20.45K) | $50.43(+0.18%) | 2026-03-31 | |
| SCHO | SCHWAB STRATEGIC TR | 5.36% | 962.9K | $23.4M | +7.02%(+63.13K) | $24.23(-0.33%) | 2026-03-31 | |
| VB | VANGUARD INDEX FDS | 4.97% | 82.7K | $21.7M | +1.34%(+1.09K) | $180.17(+58.55%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.28% | 291.3K | $18.7M | +1.04%(+2.98K) | $45.09(+56.63%) | 2026-03-31 | |
| JPLD | J P MORGAN EXCHANGE TRADED F | 4.06% | 339.1K | $17.7M | +11.48%(+34.92K) | $51.90(+0.48%) | 2026-03-31 | |
| NEAR | ISHARES U S ETF TR | 3.94% | 337.5K | $17.2M | +14.74%(+43.35K) | $50.88(-0.34%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.46% | +34.77% |
| Top 20 Holdings Unweighted | +7.89% | +25.60% |
Sign up free to track Mbm Wealth Consultants, Llc, compare funds side by side, and get alerts the moment positions change.