StockDriftsStockDriftsTop 50 BKM Wealth Management, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| IVE | ISHARES TR | 5.03% | 65.2K | $13.8M | +1.02%(+659) | $166.15(+35.20%) | 2026-03-31 | |
| VEA | VANGUARD TAX-MANAGED FDS | 4.76% | 203.5K | $13.0M | -0.06%(-118) | $46.81(+50.88%) | 2026-03-31 | |
| AAPL | APPLE INC | 4.29% | 46.3K | $11.8M | +2.90%(+1.30K) | $203.54(+46.84%) | 2026-03-31 | |
| IVW | ISHARES TR | 3.84% | 93.1K | $10.5M | +1.72%(+1.57K) | $72.96(+88.13%) | 2026-03-31 | |
| DEUS | DBX ETF TR | 3.78% | 172.8K | $10.4M | -2.09%(-3.70K) | $47.60(+32.96%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 3.29% | 24.4K | $9.0M | -4.77%(-1.22K) | $411.92(-1.63%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 2.27% | 20.1K | $6.2M | +2.04%(+402) | $210.33(+98.16%) | 2026-03-31 | |
| JPM | JPMORGAN CHASE & CO | 2.09% | 19.5K | $5.7M | -0.89%(-175) | $192.11(+56.29%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 2.08% | 19.8K | $5.7M | +28.60%(+4.41K) | $224.51(+79.34%) | 2026-03-31 | |
| VO | VANGUARD INDEX FDS | 2.03% | 19.4K | $5.6M | +1.45%(+277) | $56.56(+36.21%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +10.96% | +36.60% |
| Top 20 Holdings Unweighted | +11.61% | +39.01% |
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