Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BKA WEALTH CONSULTING INC | 04-21-2023 | 03-31-2023 | 126 | 249,022,892 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| VANECK ETF TRUST | MRNGSTR WDE MOAT | 1 | $28,069,001 | 384,296 | 0.01 | 10.05 | 302,933 | 372.32 | 03-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $23,099,088 | 56,280 | 0.01 | 56,280 | +Inf | 03-31-2023 | |
| ISHARES TR | CORE S&P MCP ETF | 3 | $13,384,639 | 54,460 | 0.01 | 54,460 | +Inf | 03-31-2023 | |
| APPLE INC | COM | 4 | $10,962,437 | 66,186 | 0.00 | 3.83 | 52,737 | 392.13 | 03-31-2023 |
