0001775850-20-000001.txt : 20200130
0001775850-20-000001.hdr.sgml : 20200130
20200130130901
ACCESSION NUMBER: 0001775850-20-000001
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20191231
FILED AS OF DATE: 20200130
DATE AS OF CHANGE: 20200130
EFFECTIVENESS DATE: 20200130
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: MBE Wealth Management, LLC
CENTRAL INDEX KEY: 0001775850
IRS NUMBER: 461211226
STATE OF INCORPORATION: WI
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-19717
FILM NUMBER: 20560550
BUSINESS ADDRESS:
STREET 1: 200 W. WARREN STREET
CITY: TOMAH
STATE: WI
ZIP: 54660
BUSINESS PHONE: 6083725521
MAIL ADDRESS:
STREET 1: 200 W. WARREN STREET
CITY: TOMAH
STATE: WI
ZIP: 54660
13F-HR
1
primary_doc.xml
13F-HR
LIVE
false
false
false
0001775850
XXXXXXXX
12-31-2019
12-31-2019
MBE Wealth Management, LLC
200 W. WARREN STREET
TOMAH
WI
54660
13F HOLDINGS REPORT
028-19717
N
JOSEPH BERRY
CHIEF COMPLIANCE OFFICER
6083725521
JOSEPH BERRY
TOMAH
WI
01-30-2020
0
41
99920
false
INFORMATION TABLE
2
13FMBEWealthQ42019.xml
SPDR INDEX SHS FDS
PORTFOLIO DEVLPD
78463X889
990
31603
SH
SOLE
0
0
31603
SPDR INDEX SHS FDS
PORTFOLIO EMG MK
78463X509
434
11564
SH
SOLE
0
0
11564
SPDR SERIES TRUST
PORTFOLIO SM ETF
78468R853
5069
155365
SH
SOLE
0
0
155365
SPDR SERIES TRUST
PORTFOLIO TL STK
78464A805
3491
87587
SH
SOLE
0
0
87587
ISHARES TR
CORE DIV GRWTH
46434V621
12683
301482
SH
SOLE
0
0
301482
ISHARES TR
CORE S&P500 ETF
464287200
30441
94176
SH
SOLE
0
0
94176
ISHARES TR
MSCI MIN VOL ETF
46429B697
8850
134910
SH
SOLE
0
0
134910
ISHARES TR
MULTIFACTOR INTL
46434V274
1989
73536
SH
SOLE
0
0
73536
ISHARES TR
USA QUALITY FCTR
46432F339
11550
114366
SH
SOLE
0
0
114366
ISHARES TR
USA MOMENTUM FCT
46432F396
1224
9755
SH
SOLE
0
0
9755
ISHARES TR
CORE INTL AGGR
46435G672
4922
89834
SH
SOLE
0
0
89834
SCHWAB STRATEGIC TR
SHT TM US TRES
808524862
1858
36820
SH
SOLE
0
0
36820
ISHARES TR
0-5YR HI YL CP
46434V407
286
6165
SH
SOLE
0
0
6165
ISHARES TR
CUR HD EURZN ETF
46434V639
248
7814
SH
SOLE
0
0
7814
ISHARES TR
MBS ETF
464288588
208
1925
SH
SOLE
0
0
1925
SPDR SERIES TRUST
PRTFLO S&P500 HI
78468R788
470
11930
SH
SOLE
0
0
11930
VANGUARD SCOTTSDALE FDS
INT-TERM CORP
92206C870
2411
26403
SH
SOLE
0
0
26403
VANGUARD INDEX FDS
REAL ESTATE ETF
922908553
238
2570
SH
SOLE
0
0
2570
ISHARES TR
CORE TOTAL USD
46434V613
907
17414
SH
SOLE
0
0
17414
VANGUARD WHITEHALL FDS INC
HIGH DIV YLD
921946406
2117
22598
SH
SOLE
0
0
22598
VANGUARD SCOTTSDALE FDS
SHRT TRM CORP BD
92206C409
1687
20821
SH
SOLE
0
0
20821
VANGUARD WORLD FD
ESG US STK ETF
921910733
1212
21425
SH
SOLE
0
0
21425
SCHWAB STRATEGIC TR
US LCAP GR ETF
808524300
390
4203
SH
SOLE
0
0
4203
SCHWAB STRATEGIC TR
US MID-CAP ETF
808524508
205
3421
SH
SOLE
0
0
3421
EXXON MOBIL CORP
COM
30231G102
214
3078
SH
SOLE
0
0
3078
VANGUARD INDEX FDS
MID CAP ETF
922908629
303
1701
SH
SOLE
0
0
1701
VANGUARD CHARLOTTE FDS
INTL BD IDX ETF
92203J407
244
4326
SH
SOLE
0
0
4326
AT&T INC
COM
00206R102
347
8883
SH
SOLE
0
0
8883
SPDR GOLD TRUST
GOLD SHS
78463V107
301
2113
SH
SOLE
0
0
2113
VANGUARD GROUP
DIV APP ETF
921908844
289
2321
SH
SOLE
0
0
2321
VERIZON COMMUNICATIONS INC
COM
92343V104
245
3991
SH
SOLE
0
0
3991
NEXTERA ENERGY INC
COM
65339F101
248
1028
SH
SOLE
0
0
1028
PROSHARES TR
S&P 500 DV ARIST
74348A467
302
3998
SH
SOLE
0
0
3998
APPLE INC
COM
037833100
725
2472
SH
SOLE
0
0
2472
VANGUARD INDEX FDS
VALUE ETF
922908744
399
3333
SH
SOLE
0
0
3333
COCA COLA CO
COM
191216100
255
4618
SH
SOLE
0
0
4618
MICROSOFT CORP
COM
594918104
259
1645
SH
SOLE
0
0
1645
MGE ENERGY INC
COM
55277P104
245
3119
SH
SOLE
0
0
3119
ECOLAB INC
COM
278865100
1203
6237
SH
SOLE
0
0
6237
DOMINION ENERGY INC
COM
25746U109
234
2832
SH
SOLE
0
0
2832
ARROWHEAD PHARMACEUTICALS IN
COM
04280A100
227
3591
SH
SOLE
0
0
3591