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  Name: BKA Wealth Consulting Inc.
  City: CEDAR PARK
  State: TX
  Zip: 78613
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $77,459,000
  Total Value Change : $8,690,000
  Securities Held Change : 3
   
All Securities Held : 58
  New Positions : 7
  Closed Positions : 4
  Increased Positions : 29
  Unchanged Positions : 8
  Decreased Positions : 14

                  Consumer Discretionary Consumer Staples Financials Health Care Industrials Information Technology Basic Materials Conglomerates Energy Utilities
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Holdings Found : 7     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (DUHP)1 Year Chart         DUHP Dfa Dimensional Us High Pro... 14 New $0.00 $1,122,000 35,488 1.45% 1,122,000 35,488 0.026    N/A
   (JMUB)1 Year Chart         JMUB Jpmorgan Municipal Etf 27 New $0.00 $520,000 10,252 0.67% 520,000 10,252 0.011    N/A
   (JMST)1 Year Chart         JMST Jpmorgan Ultra Short Munici... 32 New $0.00 $444,000 8,745 0.57% 444,000 8,745 0.002    N/A
   (AVUV)1 Year Chart         AVUV Avantis Us Small Cap Value Etf 42 New $90.64 $330,000 3,517 0.43% 330,000 3,517 0.004    N/A
   (FNDX)1 Year Chart         FNDX Schwab Fundamental US Large... 52 New $65.64 $238,000 3,537 0.31% 238,000 3,537 0    N/A
   (ABBV)1 Year Chart         ABBV Abbvie Inc. 53 New $154.79 $227,000 1,248 0.29% 227,000 1,248 0    Drug Manufacturers - ...
   (FLTR)1 Year Chart         FLTR Vaneck Vectors Investment G... 55 New $25.50 $215,000 8,442 0.28% 215,000 8,442 0.005    N/A

      7 Records Found
  1    
Page 1 of 1
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