BKM Wealth Management, LLC
CIK 2007263 · Holdings on Dec 31, 2023 · First reported Jan 11, 2024
Top ten holdings
Q4 2023- DGS5.55%
- IVE4.60%
- MSFT3.91%
- VEA3.77%
- AAPL3.60%
- IVW3.28%
- DEUS3.27%
- IJJ1.92%
- DLN1.88%
- VO1.83%
Share classes counted separately33.61%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | DGSWISDOMTREE EM SMALL CAPEMG MKTS SMCAP View history and evidence | $13.02M | 5.55% | 8.82M shares | Prior unavailable — | — | ↗▾ |
| 02 | IVEISHARES S&P 500 VALUE ETFS&P 500 VAL ETF View history and evidence | $10.80M | 4.60% | 62.08K shares | Prior unavailable — | — | ↗▾ |
| 03 | MSFTMICROSOFT CORP View history and evidence | $9.18M | 3.91% | 24.40K shares | Prior unavailable — | — | ↗▾ |
| 04 | VEAVANGUARD FTSE DEVELOPED ETFVAN FTSE DEV MKT View history and evidence | $8.84M | 3.77% | 312.66K shares | Prior unavailable — | — | ↗▾ |
| 05 | AAPLAPPLE INC View history and evidence | $8.45M | 3.60% | 43.86K shares | Prior unavailable — | — | ↗▾ |
| 06 | IVWISHARES S&P 500 GROWTH ETFS&P 500 GRWT ETF View history and evidence | $7.69M | 3.28% | 102.40K shares | Prior unavailable — | — | ↗▾ |
| 07 | DEUSXTRACKERS RUSSELL US MULTIXTRACKERS RUSSEL View history and evidence | $7.68M | 3.27% | 161.19K shares | Prior unavailable — | — | ↗▾ |
| 08 | IJJISHARES S&P MID-CAP 400 VALUS&P MC 400VL ETF View history and evidence | $4.50M | 1.92% | 39.42K shares | Prior unavailable — | — | ↗▾ |
| 09 | DLNWISDOMTREE US LARGECAP DIVIDUS LARGECAP DIVD View history and evidence | $4.41M | 1.88% | 4.28M shares | Prior unavailable — | — | ↗▾ |
| 10 | VOVNGRD MRNGSTR MD-CAP ETF-USDMID CAP ETF View history and evidence | $4.29M | 1.83% | 18.46K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2007263 · Period Dec 31, 2023
Data loaded Oct 15, 2026 · First reported Jan 11, 2024
Amendments and versions
{
"amendments_merged": [
{
"action": "REPLACE",
"accession": "0002007263-24-000002",
"cover_total": 234571637,
"filing_date": "2024-01-11",
"claimed_type": "RESTATEMENT",
"confidential": false,
"positions_added": 0,
"positions_restated": 209,
"positions_cancelled": 38
}
],
"prior_versions": [
{
"accession": "0002007263-24-000001",
"filing_date": "2024-01-10",
"confidential": false,
"cover_table_value_total_raw": 246290742
}
],
"cover_table_value": 234571637
}Research all 592 reported holdings.
This page includes 30 of 592 reported holdings. Log in to look up the full history beyond 3 years, use advanced screening & filtering, download CSV, and get the complete set through the Akkru API.
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Sources, coverage & how to read this data
Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.