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Steven JE Manders

@Bkm Wealth Management, Llc

Latest period2024 - Q3ReportedManaged Assets$245.917MTotal holdings160
Assets growth rate18.26%Assets growth rate (2-Q avg)3.85%Continuous growth in asset value1 quarters

Portfolio positions

This chart displays the top 10 holdings in Bkm Wealth Management, Llc's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 160 positions.

Assets under management

The assets under management (AUM) of Bkm Wealth Management, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 1 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 245.917M in assets, with a quarterly growth rate of 18.26% and a 2-quarter average growth rate of 3.85%. The portfolio is managed by Steven JE Manders, and others.

Portfolio holdings

CurrentNew PositionIncreasedDecreasedExited
InvestmentPortfolio %Reported Value
IVEIshares Tr
Recent Activity
Decreased -2.04%
5.19%
$12.744M
64,634 shares@ $197.18 avg price
VEAVanguard Tax-managed Fds
Recent Activity
Decreased -0.07%
4.12%
$10.108M
191,412 shares@ $52.82 avg price
IVWIshares Tr
Recent Activity
Decreased -2.51%
4.04%
$9.922M
103,628 shares@ $95.76 avg price
IJJIshares Tr
Recent Activity
Decreased -1.41%
2.13%
$5.222M
42,241 shares@ $123.63 avg price
VOVanguard Index Fds
Recent Activity
Decreased -1.51%
1.97%
$4.842M
18,352 shares@ $263.84 avg price
IJSIshares Tr
Recent Activity
Decreased -0.07%
1.75%
$4.286M
39,811 shares@ $107.67 avg price
VWOVanguard Intl Equity Index F
Recent Activity
Decreased -0.67%
1.73%
$4.254M
88,904 shares@ $47.86 avg price
IJKIshares Tr
Recent Activity
Decreased -1.04%
1.66%
$4.081M
44,392 shares@ $91.94 avg price
BLKBlackrock Inc
Recent Activity
Decreased -2.4%
1.37%
$3.346M
3,524 shares@ $949.59 avg price
IJTIshares Tr
Recent Activity
Decreased -0.7%
1.33%
$3.256M
23,343 shares@ $139.5 avg price