MBE Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q2 2024
Location
Tomah, WI
CIK
0001775850
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q2 2024 93 165,198 QQQ, VB, SPYV, USRT 13F-HR 7/22/2024 000195175724000569
Q1 2024 92 161,947 VB, QQQ, SPYV, USRT 13F-HR 4/22/2024 000195175724000350
Q4 2023 94 195,361 IVV, VB, QQQ, DGRO 13F-HR 1/29/2024 000195175724000132
Q3 2023 84 174,194 IVV, VB, QQQ, DGRO 13F-HR 10/16/2023 000195175723000575
Q2 2023 86 186,038 IVV, VB, QQQ, DGRO 13F-HR 7/17/2023 000195175723000361
Q1 2023 75 169,844 IVV, VB, QQQ, DGRO 13F-HR 4/20/2023 000195175723000192
Q4 2022 67 154,960 IVV, VB, DGRO, QQQ 13F-HR 1/17/2023 000195175723000005
Q3 2022 59 137,039 IVV, VB, DGRO, QQQ 13F-HR 10/20/2022 000177585022000006
Q2 2022 61 143,307 IVV, VB, DGRO, QQQ 13F-HR 7/19/2022 000177585022000005
Q1 2022 69 168,168 IVV, VB, DGRO, QQQ 13F-HR 4/20/2022 000177585022000004
Q4 2021 65 194,661 IVV, VB, DGRO, QQQ 13F-HR 1/19/2022 000177585022000003
Q3 2021 60 196,313 IVV, VB, DRSK, DGRO 13F-HR 10/25/2021 000177585021000006
Q2 2021 59 193,140 IVV, VB, DRSK, DGRO 13F-HR 7/19/2021 000177585021000004
Q1 2021 61 184,252 IVV, DRSK, DGRO, FVD 13F-HR 4/26/2021 000177585021000003
Q4 2020 56 147,893 IVV, DGRO, FVD, QUAL 13F-HR 1/19/2021 000177585021000001
Q3 2020 47 119,019 IVV, DGRO, QUAL, USMV 13F-HR 10/19/2020 000177585020000005
Q2 2020 47 118,912 IVV, DGRO, QUAL, USMV 13F-HR 8/14/2020 000177585020000004
Q1 2020 591 104,901 IVV, DGRO, QUAL, USMV 13F-HR 5/7/2020 000177585020000003
Q4 2019 41 99,920 IVV, DGRO, QUAL, USMV 13F-HR 1/30/2020 000177585020000001