Instuitional Investor - Bkm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bkm Wealth Management, Llc
Portfolio Value $273,870,369
Filing Period:
No. Security Ticker Shares Value % Port
1. IEF 65,220 $13,771,291 5.03%
2.
Vanguard Tax-Managed Fds
203,463 $13,037,936 4.76%
3. AAPL 46,324 $11,756,775 4.29%
4. IEF 93,092 $10,529,685 3.84%
5.
Dbx Etf Tr
172,819 $10,350,129 3.78%