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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs
13F HOLDINGS REPORT

MBM Wealth Consultants, LLC

Quarter ended Q1 2023 · Filed February 15, 2023 · Accession 0001762068-23-000002

Total Value
$216,111
Positions
349
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (349)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD WHITEHALL FDS INC921946406224,335$24,23311.21%
2VANGUARD INDEX FDS922908736103,333$21,88610.13%
3VANGUARD INDEX FDS92290836359,811$20,9339.69%
4J P MORGAN EXCHANGE TRADED F46641Q654353,423$17,8918.28%
5VANGUARD INDEX FDS92290875157,349$10,4664.84%
6SPDR SER TR78468R200340,730$10,3624.79%
7J P MORGAN EXCHANGE TRADED F46641Q837180,474$9,0714.20%
8PGIM ETF TR69344A107180,958$8,9134.12%
9ISHARES TR46429B655160,320$8,0723.74%
10VANGUARD TAX-MANAGED FDS921943858166,832$7,0403.26%
11SPDR SER TR78468R408261,951$6,3612.94%
12SSGA ACTIVE ETF TR78467V608138,105$5,6822.63%
13VISA INCV1,822$3,7781.75%
14VANGUARD INTL EQUITY INDEX F92204285877,634$3,0591.42%
15SPDR SER TR78468R73959,495$2,7981.29%
16ISHARES TR4642872005,526$2,1140.98%
17VANECK ETF TRUST92189F528115,941$1,9570.91%
18VANGUARD INDEX FDS9229086299,438$1,9150.89%
19ABBVIE INCABBV10,621$1,7250.80%
20APPLE INCAAPL11,866$1,4840.69%
21SPDR SER TR78464A50829,666$1,1650.54%
22MICROSOFT CORPMSFT4,501$1,0780.50%
23SPDR SER TR78464A85423,512$1,0570.49%
24VALERO ENERGY CORPVLO8,763$1,0520.49%
25SPDR SER TR78464A40920,099$1,0100.47%
26WASTE MGMT INC DEL94106L1096,238$9800.45%
27UNITEDHEALTH GROUP INCUNH1,717$8910.41%
28HOME DEPOT INCHD2,789$8810.41%
29DIMENSIONAL ETF TRUST25434V40120,831$8630.40%
30DOLLAR GEN CORP NEW2566771053,320$8210.38%
31LOCKHEED MARTIN CORPLMT1,619$7730.36%
32BOEING COBA-PA3,915$7650.35%
33ALPHABET INCGOOG8,051$7220.33%
34ARES CAPITAL CORPARCC38,794$7200.33%
35DIMENSIONAL ETF TRUST25434V72421,375$7130.33%
36UNITED RENTALS INCURI1,977$7050.33%
37BRISTOL MYERS SQUIBB COCELG-RI9,692$7000.32%
38CENTENE CORPCNC8,752$6980.32%
39AMAZON COM INCAMZN8,019$6880.32%
40ASTRAZENECA PLCAZN9,656$6690.31%
41THERMO FISHER SCIENTIFIC INCTMO1,159$6410.30%
42INTERCONTINENTAL EXCHANGE IN45866F1046,155$6350.29%
43COSTCO WHSL CORP NEW22160K1051,378$6250.29%
44BOOKING HOLDINGS INCBKNG299$6080.28%
45LAM RESEARCH CORPLRCX1,407$5850.27%
46MERCK & CO INCMRK5,110$5710.26%
47SCHWAB CHARLES CORPSCHW-PJ6,795$5570.26%
48SS&C TECHNOLOGIES HLDGS INCSSNC10,462$5490.25%
49FEDEX CORPORATIONFDX3,089$5470.25%
50PFIZER INCPFE10,479$5370.25%
51NVIDIA CORPORATIONNVDA3,697$5290.24%
52CLOUDFLARE INCNET12,203$5250.24%
53JEFFERIES FINL GROUP INC47233W10915,312$5240.24%
54EPAM SYS INCEPAM1,545$5120.24%
55SPDR SER TR78468R85313,750$5100.24%
56VERTEX PHARMACEUTICALS INCVRTX1,781$5090.24%
57EMERSON ELEC COEMR5,290$5080.24%
58ONEOK INCOKE7,813$5000.23%
59INTERNATIONAL BUSINESS MACHSINTR3,001$4250.20%
60AMEREN CORPAEE4,701$4160.19%
61JOHNSON & JOHNSONJNJ2,259$4030.19%
62ADOBE SYSTEMS INCORPORATEDADBE1,185$3990.18%
63LSB INDS INC50216010430,000$3830.18%
64BARINGS BDC INCBBDC44,096$3620.17%
65US BANCORP DELUSB-PS7,710$3470.16%
66DIMENSIONAL ETF TRUST25434V5006,670$3400.16%
67WALGREENS BOOTS ALLIANCE INC9314271089,018$3350.16%
68MASTERCARD INCORPRATEDMA962$3340.15%
69DIMENSIONAL ETF TRUST25434V6097,591$3320.15%
70SPDR INDEX SHS FDS78463X88910,957$3280.15%
71FIRSTCASH HOLDINGS INCFCFS3,523$3100.14%
72ISHARES TR4642881582,872$3000.14%
73VANGUARD INDEX FDS9229085951,486$2950.14%
74CONCENTRIX CORP CNXC2,174$2890.13%
75PERFICIENT INC71375U1014,036$2870.13%
76DIGITAL TURBINE INCAPPS18,881$2840.13%
77PURE STORAGE INC74624M10210,415$2830.13%
78INTERACTIVE BROKERS GROUP IN45841N1073,905$2790.13%
79SPDR SER TR78464A8055,490$2590.12%
80DANAHER CORPORATION235851102985$2590.12%
81AT&T INCT-PC13,441$2520.12%
82UMPQUA HLDGS CORP90421410314,276$2480.11%
83JACOBS SOLUTIONS INCJ1,861$2260.10%
84FS KKR CAPITAL CORPFSK11,635$2130.10%
85DOW INCDOW4,066$2080.10%
86VERIZON COMMUNICATIONS INCVZ5,150$2070.10%
87CONSOLIDATED EDISON INCED2,093$2000.09%
88MONSTER BEVERAGE CORP NEWMNST1,921$1950.09%
89FIRST TR MLP & ENERGY INCOME33739B10424,804$1910.09%
90CURTISS WRIGHT CORPCW1,150$1900.09%
91PRUDENTIAL FINL INCPUKPF1,904$1890.09%
92STARBUCKS CORPSBUX1,758$1770.08%
93ELEVANCE HEALTH INCELV345$1730.08%
94DIMENSIONAL ETF TRUST25434V7086,940$1680.08%
95EXXON MOBIL CORPXOM1,555$1660.08%
96PROGRESSIVE CORP 7433151031,274$1660.08%
97TJX COS INC NEW8725401092,076$1640.08%
98ALAPHBET INCGOOG1,832$1630.08%
99CARDINAL HEALTH INCCAH2,086$1610.07%
100J P MORGAN EXCHANGE TRADED F46641Q3992,125$1570.07%
101DIMENSIONAL ETF TRUST25434V8075,138$1570.07%
102CONOCOPHILLIPSCOP1,366$1550.07%
103UNUM GROUPUNMA3,794$1530.07%
104BCE INCBCPPF3,339$1490.07%
105BLACKSTONE MTG TR INCBX6,705$1470.07%
106SPARTANNASH CO8472151004,682$1440.07%
107NIKE INCNKE1,212$1440.07%
108ENNIS INCEBF6,262$1430.07%
109OMNICOM GROUP INCOMC1,703$1420.07%
110HEWLETT PACKARD ENTERPRISE CHPE-PC8,793$1420.07%
111PRINCIPAL FINANCIAL GROUP INPFG1,688$1410.07%
112WP CAREY INC92936U1091,761$1400.06%
113REGIONS FINANCIAL CORP NEWRF-PF6,474$1390.06%
114SPDR INDEX SHS FDS78463X5094,161$1390.06%
115OLD REP INTL CORP6802231045,751$1390.06%
116SOUTHERN COSOMN1,915$1380.06%
117SPIRE INCSRJN1,974$1380.06%
118CARETRUST REIT INCCTRE7,245$1380.06%
119KEYCORP4932671087,651$1350.06%
120NRG ENERGY INCNRG4,106$1310.06%
121LAUDER ESTEE COS INC518439104511$1300.06%
122AUTOMATIC DATA PROCESSING INADP125$1250.06%
123BLACKROCK INCBLK167$1190.06%
124CVS HEALTH CORPCVS1,267$1180.05%
125ISHARES TR46435G4251,356$1150.05%
126CANADIAN PAC RY LTD13645T1001,442$1080.05%
127BLACKSTONE INCBX1,400$1070.05%
128CHURCHILL DOWNS INCCHDN500$1050.05%
129BANK OF AMERICA CORP0605051043,006$1010.05%
130KKR & CO INCKKRT2,165$1010.05%
131ECOLAB INCECL670$990.05%
132YUM BRANDS INCYUM763$970.04%
133PAYPAL HLDGS INCPYPL1,295$970.04%
134VANGUARD SPECIALIZED FUNDS921908844624$950.04%
135ASML HOLDING N VASMLF171$940.04%
136SELECT SECTOR SPDR TR81369Y5061,080$910.04%
137SUBURBAN PROPANE PARTNERS LSPH5,810$880.04%
138ISHARES TR464288414808$860.04%
139SPDR SER TR78464A8471,886$830.04%
140LEIDOS HOLDINGS INCLDOS747$780.04%
141FREEPORT-MCMORAN INCFCX2,000$760.04%
142DUPONT DE NEMOURS INCDD1,053$730.03%
143MARVELL TECHNOLOGY INCMRVL2,000$720.03%
144SPDR SER TR78464A763570$720.03%
145TARGA RES CORPTRGP1,000$710.03%
146VANGUARD INDEX FDS922908538400$710.03%
147CROWN CASTLE INCCCI500$690.03%
148SELECT SECTOR SPDR TR81369Y803550$680.03%
149NEXTERA ENERGY INCNEE-PW800$670.03%
150FISERV INCFISV637$640.03%
151KIMBERLY CLARK CORPKMB445$620.03%
152CSX CORPCSX2,000$620.03%
153WISDOMTREE TRWT1,846$620.03%
154QUALCOMM INCQCOM535$570.03%
155MEDIFAST INCMED494$570.03%
156INTEL CORPINTC2,102$560.03%
157CISCO SYS INCCSCO1,140$550.03%
158ISHARES TR4642888771,166$540.02%
159MGM RESORTS INTERNATIONALMGM1,600$530.02%
160IQVIA HLDGS INC COMIQV251$510.02%
161MICRON TECHNOLOGY INCMU1,000$500.02%
162HEXCEL CORP428291108838$490.02%
163EDWARDS LIFESCIENCES CORPEW666$490.02%
164FIDELITY NATL INFORMATION SV31620M106707$480.02%
165COCA COLA COKO730$460.02%
166PARKER-HANNIFIN CORPPH150$440.02%
167CANADIAN NATL RY CO136375102370$440.02%
168YUM CHINA HLDGS INCYUMC763$430.02%
169CATERPILLAR INC CAT176$420.02%
170UMB FINL CORP902788108514$420.02%
171AMERISOURCEBERGEN CORP COMCOR252$410.02%
172CACI INTL INC127190304131$400.02%
173ENBRIDGE INCENNPF1,006$390.02%
174WALMART INCWMT269$390.02%
175MARATHON PETE CORPMARA342$380.02%
176ISHARES TR464288885444$370.02%
177BP PLCBPPFF1,064$370.02%
178PEPSICO INCPEP200$360.02%
179CIGNA CORP NEW125523100113$360.02%
180APOLO GLOBAL MGMT INC03769M106555$350.02%
181MADISON SQUARE GRDN SPRT COR55825T103182$330.02%
182DISNEY WALT CO254687106366$330.02%
183ISHARES TR464286533573$310.01%
184EBAY INCEBAY688$290.01%
185SCHWAB STRATEGIC TR808524300508$280.01%
186COGNIZANT TECHNOLOGY SOLUTIONSCTSH481$280.01%
187OWENS CORNING NEWOC324$280.01%
188GARTNER INCIT81$270.01%
189FOX CORPFOX900$270.01%
190TAIWAN SEMICONDUCTOR MFG LTD874039100360$270.01%
191BOOT BARN HLDGS INCBOOT439$270.01%
192MARATHON OIL CORPMARA1,000$260.01%
193META PLATFORMS INCMETA212$260.01%
194ISHARES TR46434V613535$240.01%
195PIMCO ETF TR72201R833241$240.01%
196ICON PLCICLR120$230.01%
197CREDIT ACCEP CORP MICH22531010148$220.01%
198WELLS FARGO & CO949746101500$210.01%
199CARMAX INCKMX348$210.01%
200JPMORGAN CHASE & COVYLD150$200.01%
201ISHARES TR464289867412$200.01%
202FS CREDIT OPPORTUNITIES CORPFSCO4,337$200.01%
203VANECK ETF TRUST92189F387870$190.01%
204ORACLE CORPORCL-PD220$180.01%
205ISHARES TR464288406279$170.01%
206LOVESAC COMPANYLOVE682$150.01%
207AMGEN INCAMGN56$150.01%
208BERKSHIRE HATHAWAY INC DELBRK-A50$150.01%
209ISHARES TR46429B697206$150.01%
210CORNING INCGLW461$150.01%
211ISHARES TR464288703279$140.01%
212ISHARES TR46428761466$140.01%
213ISHARES TR464287432140$140.01%
214KRAFT HEINZ COKHC333$140.01%
215ISHARES TR46428759884$130.01%
216ISHARES TR464287804137$130.01%
217VISTEON CORPVC100$130.01%
218INVESCO QQQ TRIVZ49$130.01%
219SCHWAB STRATEGIC TR808524409192$130.01%
220OSHKOSH CORPOSK150$130.01%
221HORMEL FOODS CORPHRL290$130.01%
222NATIONAL FUEL GAS CO NFG200$120.01%
223NETFLIX INCNFLX41$120.01%
224SCOTTS MIRACLE-GRO COSMG250$120.01%
225MOTOROLA SOLUTIONS INCMSI44$110.01%
226COMCAST CORP NEWCCZ310$110.01%
227COASTAL FINL CORP WA19046P209230$110.01%
228UNITED PARCEL SERVICE INCUPS61$110.01%
229ISHARES TR464287721153$110.01%
230PHILIP MORRIS INTL INC718172109100$100.00%
231SUNPOWER CORPSPWRW590$100.00%
232ORGANON & COOGN307$90.00%
233UBER TECHNOLOGIES INCUBER367$90.00%
234UNION PAC CORPUNP45$90.00%
235ISHARES TR46428858896$90.00%
236BANK MONTREAL QUE06367110187$80.00%
237ISHARES TR46434G863251$80.00%
238ISHARES TR464287796182$80.00%
239RBC BEARINGS INC RBC36$80.00%
240ISHARES TR46432F39659$80.00%
241EASTMAN CHEM COEMN100$80.00%
242SALESFORCE INCCRM57$80.00%
243ISHARES TR46428865369$80.00%
244ADVANCED MICRO DEVICES INCAMD122$80.00%
245AUTODESK INC COMADSK44$80.00%
246UDR INCUDR216$80.00%
247FIRST BUSEY CORPBUSEP319$80.00%
248HAWKINS INCHWKN212$80.00%
249MONDELEZ INTL INC609207105100$70.00%
250CARRIER GLOBAL CORPORATIONCARR162$70.00%
251ETSY INCETSY58$70.00%
252MADISON SQUARE GRDN ENTERTNMSPHR167$70.00%
253ISHARES TR46434V407179$70.00%
254CAPITAL ONE FINL CORP14040H10570$70.00%
255METLIFE INC MET-PF91$70.00%
256ISHARES TR46432F842101$60.00%
257ISHARES TR46435G10283$60.00%
258POOL CORP POOL21$60.00%
259WATSCO INCWSO-B22$60.00%
260PJT PARTNERS INCPJT78$60.00%
261ISHARES TR46428776223$60.00%
262ISHARES U S ETF TR46431W853230$60.00%
263JONES LANG LASALLE INCJLL29$50.00%
264ALTRIA GROUP INCMO100$50.00%
265AVANTOR INC AVTR218$50.00%
266CASEYS GEN STORES INC 14752810323$50.00%
267TIMKEN COTKR68$50.00%
268ISHARES TR46432F38859$50.00%
269ENTERGY CORP NEWENO50$50.00%
270PROCORE TECHNOLOGIES INCPCOR79$40.00%
271SPDR SER TR78464A79780$40.00%
272STEVANATO GROUP S P ASTVN208$40.00%
273ISHARES TR46428777024$40.00%
274WARNER BROS DISCOVERY INCWBD434$40.00%
275ISHARES TR46429B66339$40.00%
276ICHOR HOLDINGSICHR142$40.00%
277SHARES TR46435U713103$40.00%
278SERVICE CORP INTL81756510460$40.00%
279BENTLEY SYS INC BSY96$40.00%
280BLACKLINE INC BL52$40.00%
281CATALENT INC14880610298$40.00%
282UTZ BRANDS INCUTZ206$30.00%
283LIBERTY MEDIA CORP DELFWONB87$30.00%
284UNITED STS OIL FD LPUNTCW50$30.00%
285OMEGA HEALTHCARE INVS INC68193610090$30.00%
286SPDR SER TR78464A20137$30.00%
287CHEVRON CORP NEWCVX150$30.00%
288DIAMONDBACK ENERGY INCFANG26$30.00%
289CANNAE HLDGS INCCNNE128$30.00%
290ISHARES TR46435G474128$30.00%
291EVERCORE INC EVR26$30.00%
292ATRICURE INC COMATRC73$30.00%
293FIRST AMERN FINL CORP31847R10264$30.00%
294SONY GROUP CORPORATIONSNEJF42$30.00%
295FIRSTSERVICE CORP NEWFSV23$30.00%
296INSPERITY INCNSP24$30.00%
297FTI CONSULTING INCFCN20$30.00%
298ZOOM VIDEO COMMUNICATIONS INCZM51$30.00%
299GUIDEWIRE SOFTWARE INC COMGWRE49$30.00%
300GXO LOGISTICS INCORPORATEDGXO79$30.00%
301VIRTU FINL INC928254101152$30.00%
302ABBOTT LABSABLZF20$20.00%
303CANOPY GROWTH CORPCGC1,000$20.00%
304FOX FACTORY HLDG CORPFOXF23$20.00%
305SCIENCE APPLICATIONS INTL CO80862510719$20.00%
306JAZZ PHARMACEUTICALS PLCJAZZ10$20.00%
307TILRAY INCTLRY550$20.00%
308ANHEUSER BUSCH INBEV SA/NVBUDFF37$20.00%
309SMART SAND INCSND1,000$20.00%
310COLGATE PALMOLIVE CO CL31$20.00%
311NCINO INCNCNO84$20.00%
312NOVO-NORDISK A SNONOF13$20.00%
313ISHARES TR46429B74725$20.00%
314CRYOPORT INC CYRX128$20.00%
315PINNACLE FINL PARTNERS INC72346Q10428$20.00%
316ALLEGION PLC ALLE19$20.00%
317TESLA INCTSLA9$10.00%
318TELEFONICA S ATELFY72$10.00%
319GENERAL ELECTRIC CO3696043018$10.00%
320XPO LOGISTICS INCXPO40$10.00%
321CRONOS GROUP INCCRON550$10.00%
322BAKER HUGHESBKR37$10.00%
323HEXO CORP428304406107$10.00%
324SHOPIFY INCSHOP40$10.00%
325EQUINIX INCEQIX2$10.00%
326AURORA CANNABIS INCACB550$10.00%
327ACCOLADE INC 00437E10279$10.00%
328KYNDRYL HLDGS INCKD122$10.00%
329LIFE TIME GROUP HOLDINGS INCLTH25$10.00%
330UPSTART HLDGS INCUPST5$10.00%
331LUCID GROUP INCLCID50$10.00%
332WORKHORSE GROUP INCWKHS50$10.00%
333SNOWFLAKE INCSNOW5$10.00%
334SUNCOR ENERGY INC NEWSU38$10.00%
335DIGITAL OCEAN HLDGS INCDOCN10$10.00%
336CHEWY INCCHWY10$10.00%
337TARGET CORPTGT5$10.00%
338CASTLE BIOSCIENCES INCCSTL48$10.00%
339CARNIVAL CORPCUKPF100$10.00%
340PRUDENTIAL PLCPUKPF33$10.00%
341Q2 HLDGS INCQTWO37$10.00%
342SYSCO CORPSYY17$10.00%
343CHARTER COMMUNICATIONS INC N16119P1083$10.00%
344RIVIAN AUTOMOTIVE INCRIVN55$10.00%
345BRIGHTHOUSE FINL INC10922N1037$10.00%
346RXO INCRXO40$10.00%
347SWEETGREEN INCSG160$10.00%
348EMERSON ELEC COEMR32$00.00%
349EMERSON ELEC COEMR32$00.00%