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Home > Institutional Investor > Bkm Wealth Management, Llc > Profile

Instuitional Investor - Bkm Wealth Management, Llc

Profile
13F Holdings

Fund Profile

Filing Period:

Fund Name:	Bkm Wealth Management, Llc
Portfolio Value	$271,234,938

Top 13F Holdings

Filing Period:

No.	Security	Ticker	Shares	Value	% Port
1.	Ishares Trust	IEF	63,909	$13,197,944	4.87%
2.	Microsoft Corp	MSFT	24,297	$12,585,111	4.64%
3.	Apple Inc.	AAPL	46,853	$11,930,337	4.4%
4.	Vanguard Tax-Managed Fds		197,903	$11,858,399	4.37%
5.	Ishares Trust	IEF	94,967	$11,464,524	4.23%