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STOCK TICKER:

MAJOR GURUS:
David Einhorn
Bill Ackman
Bill Miller
Steven Cohen
Jim Simons

MBE Wealth Management, LLC INSTITUTION : MBE Wealth Management, LLC
MBE Wealth Management, LLC Portfolio (reported on 2020-05-07)
Company (links to holding history) Ticker Value On
2020-03-31
No of Shares % of portfolio
ISHARES TR    (CORE S&P500 ETF) IVV 26,141,000 101,169 24.91%
ISHARES TR    (CORE DIV GRWTH) DGRO 11,563,000 354,818 11.02%
ISHARES TR    (USA QUALITY FCTR) QUAL 10,345,000 127,658 9.86%
ISHARES TR    (MSCI MIN VOL ETF) USMV 7,918,000 146,608 7.54%
ISHARES TR    (CORE INTL AGGR) 5,140,000 93,993 4.89%
SPDR SER TR    (PORTFOLIO S&P600) TWOK 4,508,000 206,456 4.29%
WISDOMTREE TR    (EM EX ST-OWNED) XSOE 3,749,000 153,559 3.57%
SPDR SER TR    (PORTFOLI S&P1500) TMW 3,037,000 96,595 2.89%
VANGUARD SCOTTSDALE FDS    (INT-TERM CORP) VCIT 2,280,000 26,185 2.17%
SCHWAB STRATEGIC TR    (SHT TM US TRES) SCHO 1,972,000 38,124 1.87%
VANGUARD SCOTTSDALE FDS    (SHRT TRM CORP BD) VCSH 1,754,000 22,180 1.67%
ISHARES TR    (MULTIFACTOR INTL) 1,608,000 79,375 1.53%
VANGUARD WORLD FD    (ESG US STK ETF) 1,423,000 31,077 1.35%
ISHARES TR    (CORE TOTAL USD) IUSB 981,000 18,700 0.93%
ECOLAB INC    (COM) ECL 931,000 5,977 0.88%
VANGUARD WHITEHALL FDS    (HIGH DIV YLD) VYM 904,000 12,788 0.86%
ISHARES TR    (ESG MSCI USA ETF) 815,000 14,176 0.77%
APPLE INC    (COM) AAPL 690,000 2,717 0.65%
SPDR INDEX SHS FDS    (PORTFOLIO DEVLPD) GWL 660,000 27,583 0.62%
ISHARES TR    (USA MOMENTUM FCT) 609,000 5,723 0.58%
SPDR INDEX SHS FDS    (PORTFOLIO EMG MK) GMM 384,000 13,507 0.36%
MICROSOFT CORP    (COM) MSFT 343,000 2,176 0.32%
SCHWAB STRATEGIC TR    (US LCAP GR ETF) SCHG 330,000 4,150 0.31%
SPDR SER TR    (PRTFLO S&P500 HI) 307,000 12,483 0.29%
AT&T INC    (COM) T 289,000 9,925 0.27%
SPDR GOLD TRUST    (GOLD SHS) GLD 281,000 1,902 0.26%
SCHWAB STRATEGIC TR    (US MID-CAP ETF) SCHM 279,000 6,619 0.26%
NEXTERA ENERGY INC    (COM) NEE 247,000 1,028 0.23%
ISHARES TR    (0-5YR HI YL CP) SHYG 245,000 5,998 0.23%
VANGUARD SPECIALIZED FUNDS    (DIV APP ETF) VIG 239,000 2,321 0.22%
VANGUARD INDEX FDS    (REAL ESTATE ETF) VNQ 227,000 3,261 0.21%
COCA COLA CO    (COM) KO 221,000 4,997 0.21%
ISHARES TR    (MIN VOL EAFE ETF) EFAV 210,000 3,390 0.20%
DOMINION ENERGY INC    (COM) D 205,000 2,853 0.19%
MGE ENERGY INC    (COM) MGEE 204,000 3,120 0.19%
VERIZON COMMUNICATIONS INC    (COM) VZ 204,000 3,798 0.19%
ISHARES TR    (MBS ETF) MBB 202,000 1,832 0.19%
VANGUARD CHARLOTTE FDS    (INTL BD IDX ETF) BNDX 199,000 3,550 0.18%
WEC ENERGY GROUP INC    (COM) 190,000 2,157 0.18%
SPDR SER TR    (MSCI USA STRTGIC) 185,000 2,429 0.17%
FIRST TR VALUE LINE DIVID IN    (SHS) FVD 184,000 6,660 0.17%
ISHARES TR    (CUR HD EURZN ETF) HEZU 182,000 7,739 0.17%
ISHARES TR    (CORE US AGGBD ET) AGG 177,000 1,542 0.16%
ALLIANT ENERGY CORP    (COM) LNT 176,000 3,652 0.16%
EXXON MOBIL CORP    (COM) XOM 170,000 4,482 0.16%
FIRST TR EXCHANGE-TRADED FD    (FST LOW OPPT EFT) LMBS 169,000 3,316 0.16%
FIDELITY NATL INFORMATION SV    (COM) FIS 162,000 1,335 0.15%
KIMBERLY CLARK CORP    (COM) KMB 162,000 1,267 0.15%
ISHARES TR    (IBONDS DEC24 ETF) 160,000 6,492 0.15%
VANGUARD INDEX FDS    (GROWTH ETF) VUG 153,000 978 0.14%
ISHARES TR    (IBONDS DEC2026) 153,000 6,237 0.14%
VANGUARD INTL EQUITY INDEX F    (TT WRLD ST ETF) 142,000 2,275 0.13%
ISHARES TR    (IBONDS DEC22 ETF) 139,000 5,628 0.13%
SCHWAB STRATEGIC TR    (US LRG CAP ETF) SCHX 138,000 2,267 0.13%
PFIZER INC    (COM) PFE 137,000 4,207 0.13%
JOHNSON & JOHNSON    (COM) JNJ 136,000 1,039 0.12%
VANGUARD TAX-MANAGED INTL FD    (FTSE DEV MKT ETF) VEA 130,000 3,909 0.12%
INTEL CORP    (COM) INTC 128,000 2,378 0.12%
UNION PAC CORP    (COM) UNP 125,000 889 0.11%
NVIDIA CORP    (COM) NVDA 123,000 467 0.11%
VANGUARD WORLD FDS    (INF TECH ETF) VGT 122,000 580 0.11%
ISHARES TR    (NATIONAL MUN ETF) MUB 121,000 1,074 0.11%
MERCK & CO. INC    (COM) MRK 120,000 1,569 0.11%
XCEL ENERGY INC    (COM) XEL 114,000 1,898 0.10%
ISHARES INC    (EM MKTS DIV ETF) DVYE 113,000 4,039 0.10%
VANGUARD MUN BD FD INC    (TAX EXEMPT BD) 111,000 2,107 0.10%
FIRST TR EXCH TRADED FD III    (PFD SECS INC ETF) FPE 109,000 6,680 0.10%
PROCTER & GAMBLE CO    (COM) PG 109,000 993 0.10%
CHEVRON CORP NEW    (COM) CVX 103,000 1,435 0.09%
SPDR SER TR    (SSGA US LRG ETF) LGLV 102,000 1,134 0.09%
ARROWHEAD PHARMACEUTICALS IN    (COM) 100,000 3,500 0.09%
SELECT SECTOR SPDR TR    (SBI HEALTHCARE) XLV 98,000 1,116 0.09%
SELECT SECTOR SPDR TR    (TECHNOLOGY) XLK 97,000 1,209 0.09%
DISNEY WALT CO    (COM DISNEY) DIS 95,000 992 0.09%
ISHARES SILVER TRUST    (ISHARES) SLV 94,000 7,216 0.08%
VANGUARD BD INDEX FDS    (INTERMED TERM) BIV 93,000 1,050 0.08%
ISHARES TR    (IBONDS DEC20 ETF) 92,000 3,650 0.08%
ISHARES TR    (CONV BD ETF) 90,000 1,660 0.08%
MCDONALDS CORP    (COM) MCD 82,000 498 0.07%
THERMO FISHER SCIENTIFIC INC    (COM) TMO 81,000 289 0.07%
VANGUARD SCOTTSDALE FDS    (SHORT TERM TREAS) VGSH 81,000 1,315 0.07%
FIRST TR EXCH TRADED FD III    (MANAGD MUN ETF) FMB 80,000 1,489 0.07%
SPDR SER TR    (SSGA US SMAL ETF) SMLV 80,000 1,219 0.07%
ISHARES TR    (MULTIFACTOR USA) 79,000 3,010 0.07%
SPDR SER TR    (RUSSELL LOW VOL) 78,000 1,257 0.07%
VANGUARD INDEX FDS    (SMALL CP ETF) VB 77,000 675 0.07%
ISHARES TR    (IBONDS DEC21 ETF) 76,000 3,099 0.07%
JPMORGAN CHASE & CO    (COM) JPM 75,000 844 0.07%
DOMINOS PIZZA INC    (COM) DPZ 74,000 230 0.07%
WALGREENS BOOTS ALLIANCE INC    (COM) WBA 71,000 1,563 0.06%
UNITED TECHNOLOGIES CORP    (COM) UTX 70,000 751 0.06%
ISHARES TR    (SELECT DIVID ETF) DVY 70,000 956 0.06%
ALPHABET INC    (CAP STK CL A) GOOGL 69,000 60 0.06%
ATMOS ENERGY CORP    (COM) ATO 67,000 680 0.06%
ABBVIE INC    (COM) ABBV 67,000 883 0.06%
VISA INC    (COM CL A) V 66,000 415 0.06%
SELECT SECTOR SPDR TR    (SBI INT-FINL) XLF 66,000 3,179 0.06%
ISHARES TR    (US HLTHCARE ETF) IYH 66,000 355 0.06%
VANGUARD INDEX FDS    (VALUE ETF) VTV 66,000 750 0.06%
PEPSICO INC    (COM) PEP 66,000 556 0.06%
WALMART INC    (COM) WMT 64,000 570 0.06%
ISHARES TR    (FLTG RATE NT ETF) FLOT 63,000 1,301 0.06%
BERKSHIRE HATHAWAY INC DEL    (CL B NEW) BRK/B 62,000 343 0.05%
WISDOMTREE TR    (US MIDCAP FUND) EZM 61,000 2,320 0.05%
SELECT SECTOR SPDR TR    (SBI INT-INDS) XLI 60,000 1,030 0.05%
ABBOTT LABS    (COM) ABT 60,000 766 0.05%
AMAZON COM INC    (COM) AMZN 58,000 30 0.05%
MDU RES GROUP INC    (COM) MDU 58,000 2,725 0.05%
WELLTOWER INC    (COM) HCN 58,000 1,269 0.05%
FIDELITY COVINGTON TR    (MSCI HLTH CARE I) FHLC 58,000 1,368 0.05%
SPDR SER TR    (S&P 600 SMCP VAL) DSV 57,000 1,406 0.05%
LILLY ELI & CO    (COM) LLY 57,000 416 0.05%
WELLS FARGO CO NEW    (COM) WFC 57,000 2,007 0.05%
COSTCO WHSL CORP NEW    (COM) COST 57,000 200 0.05%
PHILIP MORRIS INTL INC    (COM) PM 55,000 762 0.05%
INVESCO EXCHANGE TRADED FD T    (FINL PFD ETF) 54,000 3,198 0.05%
SHOPIFY INC    (CL A) 53,000 128 0.05%
SPDR INDEX SHS FDS    (MSCI EAFE STRTGC) QEFA 52,000 985 0.04%
SPDR S&P MIDCAP 400 ETF TR    (UTSER1 S&PDCRP) MDY 52,000 200 0.04%
CVS HEALTH CORP    (COM) CVS 52,000 891 0.04%
MONDELEZ INTL INC    (CL A) MDLZ 52,000 1,042 0.04%
ISHARES TR    (INTL SEL DIV ETF) IDV 51,000 2,263 0.04%
SPDR SER TR    (PORTFOLIO INTRMD) ITR 51,000 1,500 0.04%
ISHARES TR    (RUS MID CAP ETF) IWR 50,000 1,181 0.04%
SOUTHERN CO    (COM) SO 49,000 915 0.04%
CISCO SYS INC    (COM) CSCO 48,000 1,229 0.04%
ISHARES TR    (CONSER ALLOC ETF) 47,000 1,395 0.04%
NUSHARES ETF TR    (NUVEEN ESG US) 46,000 1,768 0.04%
SPDR SER TR    (S&P 400 MDCP GRW) EMG 46,000 1,090 0.04%
ALTRIA GROUP INC    (COM) MO 45,000 1,166 0.04%
RAYTHEON CO    (COM NEW) RTN 45,000 350 0.04%
WASTE MGMT INC DEL    (COM) WMI 45,000 488 0.04%
ISHARES TR    (S&P 500 GRWT ETF) IVW 44,000 268 0.04%
MOODYS CORP    (COM) MCO 44,000 210 0.04%
BLACKROCK CORPOR HI YLD FD I    (COM) HYT 44,000 5,062 0.04%
VANGUARD INDEX FDS    (MID CAP ETF) VO 44,000 340 0.04%
BK OF AMERICA CORP    (COM) BAC 43,000 2,035 0.04%
VANGUARD INDEX FDS    (SM CP VAL ETF) VBR 43,000 495 0.04%
AUTOZONE INC    (COM) AZO 42,000 50 0.04%
ISHARES TR    (MSCI KLD400 SOC) DSI 42,000 436 0.04%
BRISTOL-MYERS SQUIBB CO    (COM) BMY 41,000 745 0.03%
ALIBABA GROUP HLDG LTD    (SPONSORED ADS) BABA 41,000 213 0.03%
BLACKROCK CR ALLOCATION INCO    (COM) BTZ 41,000 3,546 0.03%
FISERV INC    (COM) FISV 40,000 428 0.03%
PHILLIPS 66    (COM) PSX 39,000 736 0.03%
NUVEEN FLOATING RATE INCOME    (COM) JFR 39,000 5,265 0.03%
ORACLE CORP    (COM) ORCL 39,000 813 0.03%
GLOBAL X FDS    (S&P 500 CATHOLIC) 37,000 1,186 0.03%
SCHWAB STRATEGIC TR    (US AGGREGATE B) SCHZ 37,000 696 0.03%
MOSAIC CO NEW    (COM) MOS 37,000 3,498 0.03%
ISHARES TR    (CORE HIGH DV ETF) HDV 37,000 518 0.03%
ISHARES TR    (ESG US AGR BD) 37,000 682 0.03%
ISHARES TR    (ESG USD CORPT) 36,000 1,405 0.03%
ISHARES TR    (ESG 1 5 YR USD) 36,000 1,446 0.03%
SELECT SECTOR SPDR TR    (ENERGY) XLE 36,000 1,253 0.03%
FIDELITY COVINGTON TR    (MSCI RL EST ETF) 36,000 1,749 0.03%
COMMUNITY BK SYS INC    (COM) CBU 36,000 623 0.03%
FIRST TR EXCHANGE-TRADED FD    (FIRST TR TA HIYL) HYLS 36,000 877 0.03%
SOUTHWEST AIRLS CO    (COM) LUV 36,000 1,033 0.03%
DEERE & CO    (COM) DE 35,000 256 0.03%
GUGGENHEIM TAXABLE MUN MNGD    (COM) GBAB 35,000 1,627 0.03%
ISHARES TR    (IBONDS DEC2021) 35,000 1,400 0.03%
ISHARES TR    (IBOXX HI YD ETF) HYG 35,000 459 0.03%
ISHARES TR    (RUSSELL 2000 ETF) IWM 35,000 307 0.03%
ISHARES TR    (U.S. FINLS ETF) IYF 34,000 350 0.03%
UBER TECHNOLOGIES INC    (COM) 33,000 1,183 0.03%
KLA CORPORATION    (COM NEW) KLAC 33,000 233 0.03%
ENBRIDGE INC    (COM) ENB 33,000 1,163 0.03%
ISHARES TR    (GRWT ALLOCAT ETF) 32,000 785 0.03%
VANGUARD INTL EQUITY INDEX F    (FTSE EMR MKT ETF) VWO 30,000 902 0.02%
LOCKHEED MARTIN CORP    (COM) LMT 29,000 87 0.02%
EXELON CORP    (COM) EXC 29,000 812 0.02%
FIRST TR EXCHANGE TRADED FD    (DJ GLBL DIVID) FGD 29,000 1,864 0.02%
FIRST TR EXCHANGE-TRADED FD    (SENIOR LN FD) FTSL 29,000 696 0.02%
CANADIAN NATL RY CO    (COM) CNI 29,000 374 0.02%
ENTERPRISE PRODS PARTNERS L    (COM) EPD 27,000 1,933 0.02%
ISHARES TR    (IBONDS 27 ETF) 27,000 1,118 0.02%
ISHARES TR    (JPMORGAN USD EMG) EMB 27,000 285 0.02%
BANK MONTREAL    (COM) BMO 27,000 551 0.02%
ISHARES TR    (IBONDS DEC23 ETF) 27,000 1,086 0.02%
ISHARES TR    (IBDS DEC28 ETF) 27,000 1,044 0.02%
VANGUARD BD INDEX FDS    (TOTAL BND MRKT) BND 26,000 305 0.02%
SCHWAB STRATEGIC TR    (US SML CAP ETF) SCHA 26,000 505 0.02%
VANGUARD INTL EQUITY INDEX F    (FTSE SMCAP ETF) VSS 26,000 333 0.02%
VANGUARD SCOTTSDALE FDS    (LG-TERM COR BD) VCLT 26,000 276 0.02%
BOEING CO    (COM) BA 26,000 176 0.02%
PIMCO ETF TR    (ACTIVE BD ETF) BOND 25,000 240 0.02%
ISHARES TR    (NASDAQ BIOTECH) IBB 25,000 234 0.02%
ISHARES TR    (CORE S&P TTL STK) ISI 25,000 445 0.02%
ISHARES TR    (IBONDS DEC 29) 25,000 1,074 0.02%
DOVER CORP    (COM) DOV 25,000 300 0.02%
ANALOG DEVICES INC    (COM) ADI 25,000 285 0.02%
EMERSON ELEC CO    (COM) EMR 25,000 531 0.02%
US BANCORP DEL    (COM NEW) USB 24,000 724 0.02%
HOME DEPOT INC    (COM) HD 24,000 131 0.02%
ISHARES TR    (MODERT ALLOC ETF) 24,000 668 0.02%
CBOE GLOBAL MARKETS INC    (COM) CBOE 23,000 266 0.02%
ISHARES TR    (U.S. REAL ES ETF) IYR 23,000 344 0.02%
VANGUARD INTL EQUITY INDEX F    (GLB EX US ETF) VNQI 23,000 547 0.02%
ISHARES INC    (MLT FCTR EMG MKT) 23,000 671 0.02%
1 2 3 Next >Full Portfolio View
Total Value As 2020-03-31: 104,901,000 SEC FILING
* Portfolios do not reflect changes after reporting
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