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Home > Institutional Investor > Dmkc Advisory Services, Llc > Profile

Instuitional Investor - Dmkc Advisory Services, Llc

Fund Profile
Filing Period:
Fund Name: Dmkc Advisory Services, Llc
Portfolio Value $227,873,352
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - S&P 500 ETF SHS
 17,249 $10,817,639 4.75%
2.
Bank Of America Corp
 BAC 173,482 $9,541,531 4.19%
3.
Vanguard World Fund
 32,813 $9,445,222 4.14%
4.
Schwab Strategic Trust
 FNDF 302,599 $8,300,291 3.64%
5.
Wells Fargo & Company
 WFC 86,493 $8,061,178 3.54%
Insider Monkey Quarterly Strategy
+427.7% Insider Monkey Quarterly Strategy
+163.1% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through August 15th, 2025)

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