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Home > Institutional Investor > Bkm Wealth Management, Llc > Profile

Instuitional Investor - Bkm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bkm Wealth Management, Llc
Portfolio Value $243,744,067
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Apple Inc.
 AAPL 49,889 $12,493,257 5.12%
2.
Ishares Trust
 IEF 64,306 $12,274,849 5.03%
3.
Microsoft Corp
 MSFT 26,822 $11,305,781 4.63%
4.
Ishares Trust
 IEF 101,621 $10,317,675 4.23%
5.
Vanguard Tax-Managed Fds
 195,252 $9,336,990 3.83%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)