MBL Wealth, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
MW MBL Wealth, LLC | Institutional Filer | ▲ 6.72% | $1.17B | 328 |
Current Portfolio Holdings
Showing all 328 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | BIL | SPDR SERIES TRUST | — | 1.3M | $120.8M | 10.29% |
| 2 | IJH | ISHARES TR | — | 909K | $61.4M | 5.22% |
| 3 | GLDM | WORLD GOLD TR | — | 511K | $47.4M | 4.03% |
| 4 | IEMG | ISHARES INC | — | 656K | $45.8M | 3.90% |
| 5 | DIVO | AMPLIFY ETF TR | — | 982K | $44.0M | 3.75% |
| 6 | ISTB | ISHARES TR | — | 835K | $40.5M | 3.44% |
| 7 | DFNM | DIMENSIONAL ETF TRUST | — | 740K | $35.5M | 3.02% |
| 8 | UITB | VICTORY PORTFOLIOS II | — | 721K | $33.9M | 2.88% |
| 9 | IJR | ISHARES TR | — | 265K | $32.9M | 2.80% |
| 10 | IEFA | ISHARES TR | — | 313K | $28.3M | 2.41% |
| 11 | IEI | ISHARES TR | — | 237K | $28.2M | 2.40% |
| 12 | IDEV | ISHARES TR | — | 301K | $25.2M | 2.14% |
| 13 | MUNI | PIMCO ETF TR | — | 476K | $24.8M | 2.11% |
| 14 | AAPL | Apple Inc. | Technology | 94K | $23.9M | 2.04% |
| 15 | SHY | ISHARES TR | — | 207K | $17.1M | 1.46% |
Showing 1 to 15 of 328 holdings