HoldingsChannel.com
| Entity | Amount | Change
12/31/2023 to 03/31/2024 |
Position Size ($ in 1000's) |
|---|---|---|---|
 VANECK ETF TRUST (MOAT) |
132,680 | +6,971 | $11,928 |
| MOAT | 132,680 | +6,971 | $11,928 |
| FIRST TR EXCHANGE TRADED FD (KNG) |
154,931 | +11,453 | $8,321 |
| KNG | 154,931 | +11,453 | $8,321 |
| WISDOMTREE TR |
104,769 | +11,578 | $7,982 |
| DGRW | 104,769 | +11,578 | $7,982 |
| FIRST TR EXCHNG TRADED FD VI (UCON) |
212,716 | +63,230 | $5,233 |
| UCON | 212,716 | +63,230 | $5,233 |
| FIRST TR EXCHANGE TRADED FD (FTCS) |
58,000 | -1,358 | $4,968 |
| FTCS | 58,000 | -1,358 | $4,968 |
| LEGG MASON ETF INVT (LVHI) |
151,886 | +11,835 | $4,523 |
| LVHI | 151,886 | +11,835 | $4,523 |
| J P MORGAN EXCHANGE TRADED F (JPST) |
69,797 | -13,053 | $3,521 |
| JPST | 69,797 | -13,053 | $3,521 |
| ISHARES TR (IEF) |
25,660 | -9,821 | $2,429 |
| IEF | 25,660 | -9,821 | $2,429 |
| NVIDIA CORPORATION |
2,599 | -21 | $2,348 |
| NVDA | 2,599 | -21 | $2,348 |
| APPLE INC |
10,183 | -77 | $1,746 |
| AAPL | 10,183 | -77 | $1,746 |
| DIMENSIONAL ETF TRUST (DFEV) |
58,765 | +2,683 | $1,526 |
| DFEV | 58,765 | +2,683 | $1,526 |
| VANGUARD INTL EQUITY INDEX F (VT) |
11,176 | +393 | $1,235 |
| VT | 11,176 | +393 | $1,235 |
| ISHARES GOLD TR (IAU) |
28,707 | -4,439 | $1,206 |
| IAU | 28,707 | -4,439 | $1,206 |
| DIMENSIONAL ETF TRUST (DUHP) |
35,488 | +35,488 | $1,122 |
| DUHP | 35,488 | +35,488 | $1,122 |
| SPDR SER TR (SPIB) |
33,165 | -319 | $1,084 |
| SPIB | 33,165 | -319 | $1,084 |
| SCHWAB STRATEGIC TR |
10,473 | +1,862 | $844 |
| SCHD | 10,473 | +1,862 | $844 |
| AMAZON COM INC |
4,656 | -53 | $840 |
| AMZN | 4,656 | -53 | $840 |
| DIMENSIONAL ETF TRUST (DFAI) |
26,173 | +16,381 | $791 |
| DFAI | 26,173 | +16,381 | $791 |
| VANGUARD INDEX FDS (VOO) |
1,550 | +5 | $745 |
| VOO | 1,550 | +5 | $745 |
| ALPS ETF TR (AMLP) |
15,685 | +2,078 | $744 |
| AMLP | 15,685 | +2,078 | $744 |
| DIMENSIONAL ETF TRUST (DFAC) |
21,538 | +1,639 | $688 |
| DFAC | 21,538 | +1,639 | $688 |
| FS KKR CAP CORP |
35,073 | UNCH | $669 |
| FSK | 35,073 | UNCH | $669 |
 BERKSHIRE HATHAWAY INC DEL |
$665 | ||
| BRK.B | 1,581 | UNCH | $665 |
| ALPHABET INC |
4,142 | -145 | $625 |
| GOOGL | 4,142 | -145 | $625 |
| SHERWIN WILLIAMS CO |
1,783 | +3 | $619 |
| SHW | 1,783 | +3 | $619 |
| ISHARES TR (MUB) |
5,065 | -1,031 | $545 |
| MUB | 5,065 | -1,031 | $545 |
| J P MORGAN EXCHANGE TRADED F (JMUB) |
10,252 | +10,252 | $520 |
| JMUB | 10,252 | +10,252 | $520 |
| DIMENSIONAL ETF TRUST (DFUS) |
8,592 | +15 | $490 |
| DFUS | 8,592 | +15 | $490 |
| DIMENSIONAL ETF TRUST (DFAS) |
7,736 | +225 | $482 |
| DFAS | 7,736 | +225 | $482 |
| FIRST TR EXCHANGE TRAD FD VI (FTGC) |
19,654 | +1,831 | $466 |
| FTGC | 19,654 | +1,831 | $466 |
| SCHWAB STRATEGIC TR |
4,971 | -7 | $461 |
| SCHG | 4,971 | -7 | $461 |
| J P MORGAN EXCHANGE TRADED F (JMST) |
8,745 | +8,745 | $444 |
| JMST | 8,745 | +8,745 | $444 |
| DIMENSIONAL ETF TRUST (DFAX) |
17,247 | +2,285 | $439 |
| DFAX | 17,247 | +2,285 | $439 |
| FIRST TRUST LRGCP GWT ALPHAD (FTC) |
3,529 | +1 | $435 |
| FTC | 3,529 | +1 | $435 |
| CHART INDS INC |
2,595 | UNCH | $427 |
| GTLS | 2,595 | UNCH | $427 |
| SCHWAB STRATEGIC TR |
7,254 | +2,163 | $414 |
| FNDA | 7,254 | +2,163 | $414 |
| PROSHARES TR (NOBL) |
4,037 | +13 | $409 |
| NOBL | 4,037 | +13 | $409 |
| FIRST TR EXCHANGE TRADED FD (FPX) |
3,565 | +1 | $377 |
| FPX | 3,565 | +1 | $377 |
| AUTODESK INC |
1,378 | UNCH | $359 |
| ADSK | 1,378 | UNCH | $359 |
| FIRST TR EXCHANGE TRADED FD (SKYY) |
3,651 | -200 | $349 |
| SKYY | 3,651 | -200 | $349 |
| NUVEEN CR STRATEGIES INCOME |
62,165 | +2,523 | $346 |
| JQC | 62,165 | +2,523 | $346 |
| AMERICAN CENTY ETF TR (AVUV) |
3,517 | +3,517 | $330 |
| AVUV | 3,517 | +3,517 | $330 |
| FIRST TR EXCHANGE TRADED FD (FTSL) |
7,025 | +429 | $325 |
| FTSL | 7,025 | +429 | $325 |
| SITIO ROYALTIES CORP |
13,115 | UNCH | $324 |
| STR | 13,115 | UNCH | $324 |
| VANGUARD INDEX FDS (VTV) |
1,985 | -406 | $323 |
| VTV | 1,985 | -406 | $323 |
| TESLA INC |
1,759 | +88 | $309 |
| TSLA | 1,759 | +88 | $309 |
| NUTRIEN LTD |
5,615 | +100 | $305 |
| NTR | 5,615 | +100 | $305 |
| SCHWAB STRATEGIC TR |
4,671 | -106 | $285 |
| SCHB | 4,671 | -106 | $285 |
| SPDR SER TR (SHM) |
5,635 | +1,145 | $267 |
| SHM | 5,635 | +1,145 | $267 |
| SPDR SER TR (ONEO) |
2,298 | +4 | $265 |
| ONEO | 2,298 | +4 | $265 |
See Full List: All Stocks Held By BKA Wealth Consulting Inc.
— Including:
• Biggest new positions
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By BKA Wealth Consulting Inc.
|
Size ($ in 1000's)
At 03/31/2024: $77,459 At 12/31/2023: $68,769 BKA Wealth Consulting Inc. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BKA Wealth Consulting Inc. 13F filings. Link to 13F filings: SEC filings |
