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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 Q2 2023 · Filed May 31, 2023 · Accession 0001762068-23-000003

Total Value
$245,208
Positions
290
Other Managers
0
Confidential Omitted
No
View on SEC.gov

Holdings (290)

#IssuerTicker / CUSIPSharesValue% of Filing
1VANGUARD INDEX FDS922908736103,333$28,68711.70%
2VANGUARD WHITEHALL FDS INC921946406224,335$26,24510.70%
3VANGUARD INDEX FDS92290836359,811$25,26910.31%
4J P MORGAN EXCHANGE TRADED F46641Q654353,423$17,9827.33%
5VANGUARD INDEX FDS92290875157,349$12,0684.92%
6J P MORGAN EXCHANGE TRADED F46641Q837180,473$10,2074.16%
7PGIM ETF TR69344A107180,958$10,1334.13%
8ISHARES TR46429B655160,320$9,2563.77%
9AMAZON COM INCAMZN8,019$8,8083.59%
10SPDR SER TR78468R200340,730$8,7243.56%
11VANGUARD TAX-MANAGED FDS921943858166,832$8,0203.27%
12SPDR SER TR78468R408261,951$6,8592.80%
13SSGA ACTIVE ETF TR78467V608138,105$6,2192.54%
14VANGUARD INTL EQUITY INDEX F92204285877,634$3,3911.38%
15SPDR SER TR78468R73959,495$2,6871.10%
16ISHARES TR4642872005,526$2,0960.85%
17APPLE INCAAPL11,866$2,0790.85%
18VANECK ETF TRUST92189F528115,941$1,9040.78%
19VANGUARD INDEX FDS9229086299,438$1,8970.77%
20ABBVIE INCABBV10,621$1,7690.72%
21SPDR SER TR78464A50829,665$1,5810.64%
22SPDR SER TR78464A40920,099$1,5280.62%
23SPDR SER TR78464A85423,511$1,5260.62%
24VALERO ENERGY CORPVLO8,763$1,3120.54%
25MICROSOFT CORPMSFT4,501$1,3080.53%
26NVIDIA CORPORATIONNVDA3,697$1,1070.45%
27WASTE MGMT INC DEL94106L1096,238$1,1060.45%
28ALPHABET INCGOOG8,051$9270.38%
29DIMENSIONAL ETF TRUST25434V40120,831$9260.38%
30HOME DEPOT INCHD2,789$9020.37%
31UNITEDHEALTH GROUP INCUNH1,717$8690.35%
32ARES CAPITAL CORPARCC38,794$8500.35%
33UNITED RENTALS INCURI1,977$8440.34%
34LOCKHEED MARTIN CORPLMT1,619$8390.34%
35LAM RESEARCH CORPLRCX1,407$8250.34%
36BOOKING HOLDINGS INCBKNG299$8250.34%
37FEDEX CORPORATIONFDX3,089$7990.33%
38DOLLAR GEN CORP NEW2566771053,320$7770.32%
39COSTCO WHSL CORP NEW22160K1051,378$7680.31%
40BOEING COBA-PA3,915$7650.31%
41ASTRAZENECA PLCAZN9,656$7520.31%
42BRISTOL MYERS SQUIBB COCELG-RI9,692$7520.31%
43THERMO FISHER SCIENTIFIC INCTMO1,159$7480.31%
44INTERCONTINENTAL EXCHANGE IN45866F1046,155$7230.29%
45DIMENSIONAL ETF TRUST25434V72421,375$7160.29%
46SPDR SER TR78468R85313,750$6840.28%
47SS&C TECHNOLOGIES HLDGS INCSSNC10,462$6700.27%
48VERTEX PHARMACEUTICALS INCVRTX1,781$6490.26%
49CENTENE CORPCNC8,752$6370.26%
50MERCK & CO INCMRK5,110$6190.25%
51JEFFERIES FINL GROUP INC47233W10915,312$5700.23%
52ADOBE SYSTEMS INCORPORATEDADBE1,185$5630.23%
53EPAM SYS INCEPAM1,545$5530.23%
54CLOUDFLARE INCNET12,203$5250.21%
55ONEOK INCOKE7,813$5190.21%
56SPDR INDEX SHS FDS78463X88910,957$4480.18%
57PFIZER INCPFE10,479$4210.17%
58SCHWAB CHARLES CORPSCHW-PJ6,795$4170.17%
59INTERNATIONAL BUSINESS MACHSINTR3,001$4160.17%
60AMEREN CORPAEE4,701$4060.17%
61FIRSTCASH HOLDINGS INCFCFS3,523$3850.16%
62INTERACTIVE BROKERS GROUP IN45841N1073,905$3780.15%
63VISA INCV1,822$3720.15%
64WALGREENS BOOTS ALLIANCE INC9314271089,018$3640.15%
65DIMENSIONAL ETF TRUST25434V5006,670$3520.14%
66BARINGS BDC INCBBDC44,096$3490.14%
67EMERSON ELEC COEMR5,290$3480.14%
68JOHNSON & JOHNSONJNJ2,259$3460.14%
69DIMENSIONAL ETF TRUST25434V6097,591$3380.14%
70US BANCORP DELUSB-PS7,710$3280.13%
71AT&T INCT-PC13,441$3170.13%
72PURE STORAGE INC74624M10210,415$3150.13%
73LSB INDS INC50216010430,000$3100.13%
74CONCENTRIX CORP CNXC2,174$3090.13%
75DOW INCDOW4,066$2910.12%
76VANGUARD INDEX FDS9229085951,486$2900.12%
77DIGITAL TURBINE INCAPPS18,881$2810.11%
78MASTERCARD INCORPRATEDMA962$2750.11%
79VERIZON COMMUNICATIONS INCVZ5,150$2630.11%
80SPDR SER TR78464A8055,490$2570.10%
81PROGRESSIVE CORP 7433151031,274$2560.10%
82ISHARES TR4642881582,872$2430.10%
83DANAHER CORPORATION235851102985$2410.10%
84EXXON MOBIL CORPXOM1,555$2390.10%
85OMNICOM GROUP INCOMC1,703$2380.10%
86CARDINAL HEALTH INCCAH2,086$2300.09%
87BCE INCBCPPF3,339$2230.09%
88PRUDENTIAL FINL INCPUKPF1,904$2220.09%
89UNUM GROUPUNMA3,794$2190.09%
90CARETRUST REIT INCCTRE7,245$2170.09%
91OLD REP INTL CORP6802231045,751$2150.09%
92NRG ENERGY INCNRG4,106$2140.09%
93SPIRE INCSRJN1,974$2100.09%
94SOUTHERN COSOMN1,915$2100.09%
95MONSTER BEVERAGE CORP NEWMNST1,921$2080.08%
96WP CAREY INC92936U1091,761$2070.08%
97FS KKR CAPITAL CORPFSK11,635$2070.08%
98ENNIS INCEBF6,262$2050.08%
99CONOCOPHILLIPSCOP1,366$2030.08%
100CURTISS WRIGHT CORPCW1,150$2030.08%
101PRINCIPAL FINANCIAL GROUP INPFG1,688$1900.08%
102BLACKSTONE MTG TR INCBX6,705$1870.08%
103REGIONS FINANCIAL CORP NEWRF-PF6,474$1840.08%
104STARBUCKS CORPSBUX1,758$1830.07%
105SPDR INDEX SHS FDS78463X5094,161$1820.07%
106SPARTANNASH CO8472151004,682$1790.07%
107DIMENSIONAL ETF TRUST25434V7086,940$1770.07%
108FIRST TR MLP & ENERGY INCOME33739B10424,804$1670.07%
109DIMENSIONAL ETF TRUST25434V8075,138$1660.07%
110JACOBS SOLUTIONS INCJ1,861$1640.07%
111TJX COS INC NEW8725401092,076$1630.07%
112COLUMBIA BKG SYS INC1972361020$1610.07%
113J P MORGAN EXCHANGE TRADED F46641Q3992,125$1570.06%
114KEYCORP4932671087,651$1540.06%
115NIKE INCNKE1,212$1490.06%
116CONSOLIDATED EDISON INCED2,093$1470.06%
117HEWLETT PACKARD ENTERPRISE CHPE-PC8,793$1420.06%
118CHURCHILL DOWNS INCCHDN500$1290.05%
119ELEVANCE HEALTH INCELV345$1270.05%
120LAUDER ESTEE COS INC518439104511$1260.05%
121BLACKSTONE INCBX1,400$1230.05%
122ALAPHBET INCGOOG1,832$1220.05%
123KKR & CO INCKKRT2,165$1140.05%
124BLACKROCK INCBLK167$1120.05%
125CANADIAN PAC RY LTD13645T1001,442$1110.05%
126ECOLAB INCECL670$1020.04%
127YUM BRANDS INCYUM763$1010.04%
128ASML HOLDING N VASMLF171$990.04%
129VANGUARD SPECIALIZED FUNDS921908844624$960.04%
130PAYPAL HLDGS INCPYPL1,295$910.04%
131SUBURBAN PROPANE PARTNERS LSPH5,810$890.04%
132MARVELL TECHNOLOGY INCMRVL2,000$870.04%
133CVS HEALTH CORPCVS1,267$860.04%
134BANK OF AMERICA CORP0605051043,006$840.03%
135SPDR SER TR78464A8471,886$830.03%
136FREEPORT-MCMORAN INCFCX2,000$820.03%
137SELECT SECTOR SPDR TR81369Y5061,080$820.03%
138SELECT SECTOR SPDR TR81369Y803550$800.03%
139VANGUARD INDEX FDS922908538400$780.03%
140DUPONT DE NEMOURS INCDD1,053$760.03%
141ISHARES TR464288414808$740.03%
142TARGA RES CORPTRGP1,000$730.03%
143SPDR SER TR78464A763570$710.03%
144MGM RESORTS INTERNATIONALMGM1,600$710.03%
145QUALCOMM INCQCOM535$680.03%
146CROWN CASTLE INCCCI500$670.03%
147INTEL CORPINTC2,102$660.03%
148VANECK ETF TRUST92189F387870$650.03%
149LEIDOS HOLDINGS INCLDOS746$640.03%
150WISDOMTREE TRWT1,846$620.03%
151NEXTERA ENERGY INCNEE-PW800$620.03%
152MICRON TECHNOLOGY INCMU1,000$600.02%
153CSX CORPCSX2,000$600.02%
154CISCO SYS INCCSCO1,140$600.02%
155HEXCEL CORP NEW428291108838$570.02%
156KIMBERLY CLARK CORPKMB445$570.02%
157PARKER-HANNIFIN CORPPH150$500.02%
158FISERV INCFISV637$480.02%
159EDWARDS LIFESCIENCES CORPEW666$480.02%
160YUM CHINA HLDGS INCYUMC763$480.02%
161MEDIFAST INCMED494$450.02%
162CANADIAN NATL RY CO136375102370$430.02%
163CATERPILLAR INC CAT176$400.02%
164BP PLCBPPFF1,064$400.02%
165FS CREDIT OPPORTUNITIES CORPFSCO4,337$390.02%
166CACI INTL INC127190304131$390.02%
167PEPSICO INCPEP200$360.01%
168APOLO GLOBAL MGMT INC03769M106555$350.01%
169COCA COLA COKO730$340.01%
170PERFICIENT INC71375U1014,036$340.01%
171SCHWAB STRATEGIC TR808524300508$330.01%
172MADISON SQUARE GRDN SPRT COR55825T103182$330.01%
173FOX CORPFOX900$310.01%
174EBAY INCEBAY688$310.01%
175BOOT BARN HLDGS INCBOOT439$290.01%
176MARATHON PETE CORPMARA342$290.01%
177COGNIZANT TECHNOLOGY SOLUTIONSCTSH481$290.01%
178THE CIGNA GROUP1255231000$290.01%
179AUTOMATIC DATA PROCESSING INADP125$280.01%
180OWENS CORNING NEWOC324$260.01%
181ICON PLCICLR120$260.01%
182GARTNER INCIT81$260.01%
183CHEVRON CORP NEWCVX150$240.01%
184MARATHON OIL CORPMARA1,000$240.01%
185VITESSE ENERGY INCVTS0$230.01%
186UMB FINL CORP902788108514$230.01%
187ISHARES TR464289867412$210.01%
188JPMORGAN CHASE & COVYLD150$200.01%
189ORACLE CORPORCL-PD220$200.01%
190WALMART INCWMT269$200.01%
191INVESCO QQQ TRIVZ49$190.01%
192WELLS FARGO & CO949746101500$190.01%
193SCOTTS MIRACLE-GRO COSMG250$170.01%
194ISHARES TR464288406279$170.01%
195FIDELITY NATL INFORMATION SV31620M106707$170.01%
196CREDIT ACCEP CORP MICH22531010148$170.01%
197ISHARES TR46428761466$160.01%
198METLIFE INC MET-PF91$160.01%
199CORNING INCGLW461$160.01%
200LOVESAC COMPANYLOVE682$160.01%
201VISTEON CORPVC100$160.01%
202BERKSHIRE HATHAWAY INC DELBRK-A50$150.01%
203ISHARES TR464288703279$150.01%
204AMGEN INCAMGN56$140.01%
205KRAFT HEINZ COKHC333$130.01%
206ISHARES TR46428759884$130.01%
207SCHWAB STRATEGIC TR808524409192$130.01%
208MOTOROLA SOLUTIONS INCMSI44$130.01%
209HORMEL FOODS CORPHRL290$120.00%
210DISNEY WALT CO254687106366$120.00%
211NATIONAL FUEL GAS CO NFG200$120.00%
212OSHKOSH CORPOSK150$120.00%
213UNITED PARCEL SERVICE INCUPS61$120.00%
214ADVANCED MICRO DEVICES INCAMD122$120.00%
215COMCAST CORP NEWCCZ310$120.00%
216MADISON SQUARE GRDN ENTERTNMSPHR0$100.00%
217PHILIP MORRIS INTL INC718172109100$100.00%
218HAWKINS INCHWKN212$90.00%
219UDR INCUDR216$90.00%
220EASTMAN CHEM COEMN100$90.00%
221FIRST BUSEY CORPBUSEP319$80.00%
222SUNPOWER CORPSPWRW590$80.00%
223BANK MONTREAL QUE06367110187$80.00%
224META PLATFORMS INCMETA212$70.00%
225CARRIER GLOBAL CORPORATIONCARR162$70.00%
226CAPITAL ONE FINL CORP14040H10570$70.00%
227ISHARES TR46435G4251,356$70.00%
228ORGANON & COOGN307$70.00%
229MONDELEZ INTL INC609207105100$70.00%
230ETSY INCETSY58$60.00%
231ALTRIA GROUP INCMO100$50.00%
232ENTERGY CORP NEWENO50$50.00%
233ICHOR HOLDINGSICHR142$50.00%
234ISHARES TR46429B66339$40.00%
235SERVICE CORP INTL81756510460$40.00%
236DIAMONDBACK ENERGY INCFANG26$40.00%
237ISHARES TR46428777024$40.00%
238ZOOM VIDEO COMMUNICATIONS INCZM51$40.00%
239WARNER BROS DISCOVERY INCWBD434$40.00%
240ISHARES TR464287432140$30.00%
241ISHARES TR4642888771,166$30.00%
242SPDR SER TR78464A20137$30.00%
243INSPERITY INCNSP24$30.00%
244ISHARES TR46435G474128$30.00%
245SPDR SER TR78464A79780$30.00%
246UNITED STS OIL FD LPUNTCW50$30.00%
247SHOPIFY INCSHOP40$20.00%
248TESLA INCTSLA9$20.00%
249CANOPY GROWTH CORPCGC1,000$20.00%
250ISHARES TR46434G863251$20.00%
251SMART SAND INCSND1,000$20.00%
252ANHEUSER BUSCH INBEV SA/NVBUDFF37$20.00%
253ISHARES TR464288885444$20.00%
254ABBOTT LABSABLZF20$20.00%
255SCIENCE APPLICATIONS INTL CO80862510719$20.00%
256UNION PAC CORPUNP45$20.00%
257CRONOS GROUP INCCRON550$10.00%
258ISHARES TR4642882810$10.00%
259ISHARES TR46429B697206$10.00%
260ISHARES TR46432F39659$10.00%
261ISHARES TR46428776223$10.00%
262ISHARES TR464287721153$10.00%
263JAZZ PHARMACEUTICALS PLCJAZZ10$10.00%
264KYNDRYL HLDGS INCKD122$10.00%
265XPO LOGISTICS INCXPO40$10.00%
266CARNIVAL CORPCUKPF100$10.00%
267CHARTER COMMUNICATIONS INC N16119P1083$10.00%
268RIVIAN AUTOMOTIVE INCRIVN55$10.00%
269RXO INCRXO40$10.00%
270SNOWFLAKE INCSNOW5$10.00%
271GENERAL ELECTRIC CO3696043018$10.00%
272TILRAY INCTLRY550$10.00%
273TARGET CORPTGT5$10.00%
274SYSCO CORPSYY17$10.00%
275SPDR SER TR78468R4080$10.00%
276SWEETGREEN INCSG160$10.00%
277EMERSON ELEC COEMR19$00.00%
278EMERSON ELEC COEMR19$00.00%
279TELEFONICA S ATELFY72$00.00%
280AURORA CANNABIS INCACB550$00.00%
281LUCID GROUP INCLCID50$00.00%
282HEXO CORP428304406107$00.00%
283LIFE TIME GROUP HOLDINGS INCLTH25$00.00%
284BRIGHTHOUSE FINL INC10922N1037$00.00%
285DIGITAL OCEAN HLDGS INCDOCN10$00.00%
286CHEWY INCCHWY10$00.00%
287UPSTART HLDGS INCUPST5$00.00%
288ISHARES TR464287804137$00.00%
289WORKHORSE GROUP INCWKHS50$00.00%
290GE HEALTHCARE TECHNOLOGIES INCGEHC0$00.00%