| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q2 2022 | ||||||||
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 3 | Q2 2024 | 5.8% |
| VANGUARD TAX-MANAGED FDS | 3 | Q2 2024 | 4.6% |
| ISHARES TR | 3 | Q2 2024 | 4.7% |
| DBX ETF TR | 3 | Q2 2024 | 3.8% |
| MICROSOFT CORP | 3 | Q2 2024 | 4.4% |
| APPLE INC | 3 | Q2 2024 | 3.6% |
| WISDOMTREE TR | 3 | Q2 2024 | 5.5% |
| ISHARES TR | 3 | Q2 2024 | 2.3% |
| VANGUARD INDEX FDS | 3 | Q2 2024 | 2.2% |
| ISHARES TR | 3 | Q2 2024 | 1.9% |
View BKM Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-10-23 |
| 13F-HR | 2024-07-24 |
| N-PX | 2024-07-23 |
| 13F-HR | 2024-04-18 |
| 13F-HR/A | 2024-01-11 |
| 13F-HR | 2024-01-10 |
View BKM Wealth Management, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.