Instuitional Investor - Bkm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bkm Wealth Management, Llc
Portfolio Value $273,520,116
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 64,561 $13,691,568 5.01%
2.
Vanguard Tax-Managed Fds
203,581 $12,717,712 4.65%
3. MSFT 25,570 $12,366,640 4.52%
4. AAPL 45,019 $12,239,064 4.47%
5. IEF 91,520 $11,280,779 4.12%