Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BKM WEALTH MANAGEMENT LLC | 04-18-2024 | 03-31-2024 | 196 | 232,540,305 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | S&P 500 VAL ETF | 1 | $11,933,842 | 63,882 | 0.01 | 0.00 | 1,535 | 2.46 | 03-31-2024 |
| MICROSOFT CORP | COM | 2 | $10,248,132 | 24,358 | 0.00 | 0.00 | -1,197 | -4.68 | 03-31-2024 |
| VANGUARD | VAN FTSE DEV MKT | 3 | $9,237,033 | 184,114 | 0.00 | 0.00 | -128,669 | -41.14 | 03-31-2024 |
| ISHARES TR | S&P 500 GRWT ETF | 4 | $8,847,275 | 104,775 | 0.00 | 0.00 | 1,934 | 1.88 | 03-31-2024 |
