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Matthew Lapides

@Mbm Wealth Consultants, Llc

Latest period2024 - Q4ReportedManaged Assets$335.907MTotal holdings104
Assets growth rate5.96%Assets growth rate (2-Q avg)7.07%Continuous growth in asset value5 quarters

Portfolio positions

This chart displays the top 10 holdings in Mbm Wealth Consultants, Llc's 2024 - Q4 portfolio, based on their 13F SEC filing, out of a total of 104 positions.

Assets under management

The assets under management (AUM) of Mbm Wealth Consultants, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 5 quarters. As of the latest 13F SEC filing for 2024 - Q4, they manage 335.907M in assets, with a quarterly growth rate of 5.96% and a 2-quarter average growth rate of 7.07%. The portfolio is managed by Matthew Lapides, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
VYMVanguard Whitehall Fds
Recent Activity
Increased 1.94%
12.08%
$40.571M
318,101 shares@ $127.54 avg price
VOOVanguard Index Fds
Recent Activity
Increased 0.61%
11.94%
$40.096M
74,603 shares@ $537.46 avg price
VBVanguard Index Fds
Recent Activity
Increased 1.52%
5.51%
$18.486M
77,019 shares@ $240.02 avg price
PULSPgim Etf Tr
Recent Activity
Increased 22.41%
4.59%
$15.412M
310,979 shares@ $49.56 avg price
JPSTJ P Morgan Exchange Traded F
Recent Activity
Increased 21.98%
4.4%
$14.751M
292,735 shares@ $50.39 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Increased 3.57%
3.96%
$13.294M
278,588 shares@ $47.72 avg price
SCHOSchwab Strategic Tr
Recent Activity
Increased 156.67%
3.75%
$12.572M
520,812 shares@ $24.14 avg price
JPLDJ P Morgan Exchange Traded F
Recent Activity
Increased 22.93%
3.33%
$11.185M
217,095 shares@ $51.53 avg price
NEARIshares U S Etf Tr
Recent Activity
Increased 23.35%
3.26%
$10.924M
216,438 shares@ $50.48 avg price
IEIIshares Tr
Recent Activity
Increased 25.72%
2.23%
$7.468M
64,639 shares@ $115.55 avg price