DMKC Advisory Services, LLC 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
DA DMKC Advisory Services, LLC | Institutional Filer | ▲ 5.36% | $240.1M | 84 |
Current Portfolio Holdings
Showing all 84 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | SCHD | SCHWAB STRATEGIC TR | — | 354K | $10.9M | 4.53% |
| 2 | VHT | VANGUARD WORLD FD | — | 36K | $9.7M | 4.04% |
| 3 | VOO | VANGUARD INDEX FDS | — | 15K | $8.8M | 3.68% |
| 4 | BAC | Bank of America Corporation | Financial Services | 178K | $8.7M | 3.62% |
| 5 | DE | Deere & Company | Industrials | 14K | $8.0M | 3.34% |
| 6 | CAT | Caterpillar Inc. | Industrials | 11K | $7.7M | 3.21% |
| 7 | WFC | Wells Fargo & Company | Financial Services | 89K | $7.1M | 2.95% |
| 8 | USB | U.S. Bancorp | Financial Services | 129K | $6.7M | 2.79% |
| 9 | PFG | Principal Financial Group, Inc. | Financial Services | 73K | $6.6M | 2.73% |
| 10 | JNJ | Johnson & Johnson | Healthcare | 25K | $6.0M | 2.52% |
| 11 | MSFT | Microsoft Corporation | Technology | 16K | $5.8M | 2.42% |
| 12 | CMI | Cummins Inc. | Industrials | 11K | $5.7M | 2.37% |
| 13 | MMM | 3M Company | Industrials | 37K | $5.3M | 2.21% |
| 14 | VIG | VANGUARD SPECIALIZED FUNDS | — | 23K | $4.9M | 2.02% |
| 15 | VGK | VANGUARD INTL EQUITY INDEX F | — | 57K | $4.7M | 1.95% |
Showing 1 to 15 of 84 holdings