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  Name: MBM Wealth Consultants LLC
  City: CHESTERFIELD
  State: MO
  Zip: 63017
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $284,322,000
  Total Value Change : $16,580,000
  Securities Held Change : -1
   
All Securities Held : 105
  New Positions : 4
  Closed Positions : 5
  Increased Positions : 42
  Unchanged Positions : 14
  Decreased Positions : 45

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Holdings Found : 14     View All Holdings Currently Viewing:  Unchanged Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DFUS)1 Year Chart         DFUS Dimensional U S Equity Etf 36 - $56.36 $1,187,000 20,831 0.42% 74,000 0 0.002    N/A
   (DFUV)1 Year Chart         DFUV DFA Dimensional Us Marketwi... 51 - $39.60 $874,000 21,375 0.31% 69,000 0 0.002    N/A
   (MRK)1 Year Chart         MRK Merck & Co Inc 60 - $131.20 $485,000 3,658 0.17% 41,000 0 0    Drug Manufacturers - ...
   (DFAS)1 Year Chart         DFAS Dimensional U S Small Cap Etf 65 - $61.01 $416,000 6,670 0.15% 20,000 0 0.007    N/A
   (DFAT)1 Year Chart         DFAT Dimensional U S Targeted Va... 66 - $53.11 $413,000 7,591 0.15% 18,000 0 0.001    N/A
   (MA)1 Year Chart         MA MasterCard Inc A 70 - $453.06 $352,000 730 0.12% 30,000 0 0    Business Services
   (V)1 Year Chart         V Visa Inc 71 - $276.46 $348,000 1,246 0.12% 7,000 0 0    Business Services
   (JNJ)1 Year Chart         JNJ Johnson & Johnson 75 - $148.72 $320,000 2,022 0.11% -2,000 0 0    Drug Manufacturers - ...
   (AEE)1 Year Chart         AEE Ameren Corp 76 - $72.51 $315,000 4,221 0.11% 20,000 0 0.002    Multi Utilities
   (LXU)1 Year Chart         LXU LSB Industries Inc 88 - $8.67 $263,000 30,000 0.09% 13,000 0 0.034    Synthetics
   (MNST)1 Year Chart         MNST Monster Beverage Corporation 101 - $54.67 $228,000 3,842 0.08% 14,000 0 0.001    Beverage Soft Drinks...
   (DFAC)1 Year Chart         DFAC Dimensional U S Core Equity... 102 - $31.38 $222,000 6,940 0.08% 15,000 0 0.001    N/A
   (TJX)1 Year Chart         TJX TJX Companies Inc 104 - $97.92 $211,000 2,076 0.07% 11,000 0 0    Discount, Variety Stores
   (BBDC)1 Year Chart         BBDC Barings BDC Inc 105 - $9.58 $95,000 10,264 0.03% 2,000 0 0.016    Credit Services

      14 Records Found
  1    
Page 1 of 1
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