BKA Wealth Consulting, Inc.
data from 31/03/2026
Capitalization
Portfolio size
Portfolio performance
Portfolio performance %
Performance compared to S&P 500 (%)
Stock in BKA Wealth Consulting, Inc.
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2026/03/31 | DGRW | WISDOMTREE TR | 13.51% | 17.832 M $ | 203008 | 2022/03/31 | -306.917 K $ | -1.78 % |
| 2026/03/31 | MOAT | VANECK ETF TRUST | 7.51% | 9.921 M $ | 102596 | 2022/06/30 | -709.255 K $ | -6.62 % |
| 2026/03/31 | UCON | FIRST TR EXCHNG TRADED FD VI | 6.66% | 8.799 M $ | 355244 | 2022/03/31 | -144.446 K $ | -1.59 % |
| 2026/03/31 | LVHI | LEGG MASON ETF INVT | 5.07% | 6.691 M $ | 165056 | 2023/03/31 | 648.555 K $ | 10.10 % |
| 2026/03/31 | FNDX | SCHWAB STRATEGIC TR | 4.98% | 6.577 M $ | 236154 | 2024/03/31 | 146.857 K $ | 2.35 % |
| 2026/03/31 | JSCP | J P MORGAN EXCHANGE TRADED F | 4.28% | 5.646 M $ | 119361 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GPIX | GOLDMAN SACHS ETF TR | 4.10% | 5.409 M $ | 108097 | 2024/12/31 | -319.897 K $ | -5.23 % |
| 2026/03/31 | NVDA | NVIDIA CORPORATION | 3.37% | 4.450 M $ | 25515 | 2022/03/31 | -306.275 K $ | -6.49 % |
| 2026/03/31 | FTC | FIRST TR EXCHANGE-TRADED ALP | 2.47% | 3.257 M $ | 21127 | 2022/03/31 | -69.264 K $ | -3.59 % |
| 2026/03/31 | AFLG | FIRST TR EXCHNG TRADED FD VI | 2.43% | 3.202 M $ | 83005 | 2024/06/30 | -34.912 K $ | -1.33 % |
| 2026/03/31 | VFLO | VICTORY PORTFOLIOS II | 2.40% | 3.174 M $ | 80403 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IAU | ISHARES GOLD TR | 2.13% | 2.815 M $ | 31925 | 2022/12/31 | 191.574 K $ | 8.61 % |
| 2026/03/31 | DUHP | DIMENSIONAL ETF TRUST | 2.08% | 2.743 M $ | 74618 | 2024/03/31 | -94.735 K $ | -3.34 % |
| 2026/03/31 | AAPL | APPLE INC | 1.85% | 2.444 M $ | 9629 | 2022/03/31 | -176.074 K $ | -6.65 % |
| 2026/03/31 | DFAI | DIMENSIONAL ETF TRUST | 1.64% | 2.167 M $ | 55630 | 2023/06/30 | 46.455 K $ | 2.23 % |
| 2026/03/31 | WMT | WALMART INC | 1.45% | 1.920 M $ | 15445 | 2025/09/30 | 45.405 K $ | 11.55 % |
| 2026/03/31 | VOO | VANGUARD INDEX FDS | 1.45% | 1.914 M $ | 3203 | 2023/03/31 | -72.914 K $ | -4.72 % |
| 2026/03/31 | FCEF | FIRST TR EXCHNG TRADED FD VI | 1.43% | 1.893 M $ | 84131 | 2024/06/30 | -27.915 K $ | -2.00 % |
| 2026/03/31 | RDVI | FIRST TR EXCHANGE-TRADED FD | 1.40% | 1.843 M $ | 72141 | 2024/09/30 | -44.374 K $ | -2.63 % |
| 2026/03/31 | AIRR | FIRST TR EXCHANGE TRADED FD | 1.24% | 1.634 M $ | 14752 | 2025/09/30 | 108.302 K $ | 12.67 % |
| 2026/03/31 | AMLP | ALPS ETF TR | 1.17% | 1.542 M $ | 29301 | 2023/03/31 | 178.064 K $ | 11.95 % |
| 2026/03/31 | FNDF | SCHWAB STRATEGIC TR | 1.16% | 1.532 M $ | 31307 | 2025/09/30 | 68.756 K $ | 8.23 % |
| 2026/03/31 | JMUB | J P MORGAN EXCHANGE TRADED F | 1.14% | 1.510 M $ | 30197 | 2024/03/31 | -14.599 K $ | -1.01 % |
| 2026/03/31 | DFEV | DIMENSIONAL ETF TRUST | 1.14% | 1.504 M $ | 42037 | 2023/06/30 | 90.310 K $ | 6.05 % |
| 2026/03/31 | FMHI | FIRST TR EXCH TRADED FD III | 1.08% | 1.420 M $ | 29877 | 2024/12/31 | -9.165 K $ | -0.81 % |
| 2026/03/31 | SCHD | SCHWAB STRATEGIC TR | 1.01% | 1.336 M $ | 43562 | 2022/03/31 | 138.365 K $ | 11.85 % |
| 2026/03/31 | MSFT | MICROSOFT CORP | 0.99% | 1.304 M $ | 3523 | 2025/06/30 | -49.237 K $ | -23.47 % |
| 2026/03/31 | GOOGL | ALPHABET INC | 0.91% | 1.198 M $ | 4165 | 2022/03/31 | -110.333 K $ | -8.13 % |
| 2026/03/31 | FTCS | FIRST TR EXCHANGE-TRADED FD | 0.82% | 1.084 M $ | 11683 | 2022/03/31 | 8.000 K $ | 0.27 % |
| 2026/03/31 | DFAC | DIMENSIONAL ETF TRUST | 0.81% | 1.075 M $ | 27670 | 2023/09/30 | -16.822 K $ | -1.84 % |
| 2026/03/31 | SPMO | INVESCO EXCH TRADED FD TR II | 0.78% | 1.034 M $ | 9225 | 2025/06/30 | -103.586 K $ | -6.04 % |
| 2026/03/31 | VT | VANGUARD INTL EQUITY INDEX F | 0.75% | 994.637 K $ | 7191 | 2022/03/31 | -20.766 K $ | -1.94 % |
| 2026/03/31 | WCMI | FIRST TR EXCHANGE-TRADED FD | 0.74% | 980.258 K $ | 58453 | 2025/09/30 | -7.726 K $ | -1.41 % |
| 2026/03/31 | XOM | EXXON MOBIL CORP | 0.74% | 979.917 K $ | 5776 | 2025/12/31 | 83.794 K $ | 40.99 % |
| 2026/03/31 | FTSL | FIRST TR EXCHANGE-TRADED FD | 0.72% | 951.698 K $ | 21243 | 2023/03/31 | -20.119 K $ | -2.35 % |
| 2026/03/31 | AMZN | AMAZON COM INC | 0.70% | 920.451 K $ | 4420 | 2022/03/31 | -97.348 K $ | -9.77 % |
| 2026/03/31 | AVUV | AMERICAN CENTY ETF TR | 0.69% | 913.223 K $ | 8267 | 2024/03/31 | 68.794 K $ | 8.33 % |
| 2026/03/31 | PYLD | PIMCO ETF TR | 0.67% | 882.992 K $ | 33702 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | VEA | VANGUARD TAX-MANAGED FDS | 0.67% | 879.801 K $ | 13730 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | JPST | J P MORGAN EXCHANGE TRADED F | 0.65% | 861.136 K $ | 17015 | 2022/09/30 | 1.943 K $ | 0.04 % |
| 2026/03/31 | FPE | FIRST TR EXCH TRADED FD III | 0.64% | 847.771 K $ | 47762 | 2024/06/30 | -18.626 K $ | -2.58 % |
| 2026/03/31 | DFAX | DIMENSIONAL ETF TRUST | 0.49% | 644.332 K $ | 18968 | 2023/09/30 | 23.499 K $ | 3.79 % |
| 2026/03/31 | WCME | FIRST TR EXCHANGE-TRADED FD | 0.49% | 643.315 K $ | 38311 | 2025/09/30 | -8.864 K $ | -2.50 % |
| 2026/03/31 | DFUS | DIMENSIONAL ETF TRUST | 0.47% | 621.743 K $ | 8768 | 2022/03/31 | -28.446 K $ | -4.40 % |
| 2026/03/31 | TSLA | TESLA INC | 0.45% | 587.737 K $ | 1581 | 2022/03/31 | -117.812 K $ | -17.34 % |
| 2026/03/31 | DFAW | DIMENSIONAL ETF TRUST | 0.43% | 561.938 K $ | 7616 | 2024/06/30 | -1.519 K $ | -0.27 % |
| 2026/03/31 | XLE | SELECT SECTOR SPDR TR | 0.39% | 521.158 K $ | 8507 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | LNT | ALLIANT ENERGY CORP | 0.39% | 517.103 K $ | 7206 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SCHG | SCHWAB STRATEGIC TR | 0.38% | 498.068 K $ | 17098 | 2022/03/31 | -59.595 K $ | -10.70 % |
| 2026/03/31 | FPX | FIRST TR EXCHANGE-TRADED FD | 0.37% | 490.035 K $ | 3086 | 2022/03/31 | -15.004 K $ | -2.92 % |
| 2026/03/31 | GLDM | WORLD GOLD TR | 0.35% | 457.054 K $ | 4931 | 2024/09/30 | 36.094 K $ | 8.57 % |
| 2026/03/31 | GTLS | CHART INDS INC | 0.34% | 454.850 K $ | 2200 | 2023/12/31 | 1.144 K $ | 0.25 % |
| 2026/03/31 | DFAS | DIMENSIONAL ETF TRUST | 0.34% | 447.075 K $ | 6285 | 2022/03/31 | 9.303 K $ | 2.10 % |
| 2026/03/31 | FNDA | SCHWAB STRATEGIC TR | 0.31% | 413.627 K $ | 12754 | 2022/03/31 | 12.507 K $ | 2.92 % |
| 2026/03/31 | DFEM | DIMENSIONAL ETF TRUST | 0.30% | 391.281 K $ | 11325 | 2024/12/31 | 15.634 K $ | 4.44 % |
| 2026/03/31 | NFLX | NETFLIX INC. | 0.29% | 386.523 K $ | 4020 | 2024/06/30 | 9.677 K $ | 2.55 % |
| 2026/03/31 | NOBL | PROSHARES TR | 0.28% | 372.050 K $ | 3510 | 2022/03/31 | 7.053 K $ | 1.86 % |
| 2026/03/31 | MUB | ISHARES TR | 0.27% | 360.964 K $ | 3401 | 2022/03/31 | -3.260 K $ | -0.90 % |
| 2026/03/31 | FSK | FS KKR CAP CORP | 0.27% | 358.825 K $ | 35248 | 2022/03/31 | -163.198 K $ | -31.26 % |
| 2026/03/31 | AVGO | BROADCOM INC | 0.24% | 323.139 K $ | 1044 | 2024/12/31 | -38.712 K $ | -10.57 % |
| 2026/03/31 | FLTR | VANECK ETF TRUST | 0.24% | 320.621 K $ | 12583 | 2024/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | ABBV | ABBVIE INC | 0.23% | 301.222 K $ | 1385 | 2024/03/31 | -13.552 K $ | -4.81 % |
| 2026/03/31 | VNOM | VIPER ENERGY INC | 0.23% | 299.185 K $ | 6367 | 2025/09/30 | 53.228 K $ | 21.64 % |
| 2026/03/31 | DFSU | DIMENSIONAL ETF TRUST | 0.23% | 297.081 K $ | 7230 | 2024/12/31 | -16.918 K $ | -5.39 % |
| 2026/03/31 | NTR | NUTRIEN LTD | 0.22% | 286.295 K $ | 3794 | 2023/12/31 | 53.503 K $ | 22.26 % |
| 2026/03/31 | VTV | VANGUARD INDEX FDS | 0.21% | 276.501 K $ | 1409 | 2022/06/30 | 7.419 K $ | 2.73 % |
| 2026/03/31 | SLV | ISHARES SILVER TR | 0.21% | 273.514 K $ | 4014 | 2025/12/31 | 14.932 K $ | 5.77 % |
| 2026/03/31 | ADSK | AUTODESK INC | 0.20% | 262.861 K $ | 1098 | 2022/03/31 | -65.497 K $ | -19.12 % |
| 2026/03/31 | SCHB | SCHWAB STRATEGIC TR | 0.19% | 255.505 K $ | 10179 | 2022/03/31 | -12.608 K $ | -4.31 % |
| 2026/03/31 | PM | PHILIP MORRIS INTL INC | 0.19% | 255.120 K $ | 1543 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | SHW | SHERWIN WILLIAMS CO | 0.19% | 254.998 K $ | 796 | 2022/03/31 | -2.763 K $ | -1.07 % |
| 2026/03/31 | SKYY | FIRST TR EXCHANGE-TRADED FD | 0.19% | 251.215 K $ | 2297 | 2022/03/31 | -47.593 K $ | -15.93 % |
| 2026/03/31 | AWK | AMERICAN WTR WKS CO INC NEW | 0.17% | 230.840 K $ | 1696 | 2024/09/30 | 8.865 K $ | 4.28 % |
| 2026/03/31 | SHM | SPDR SERIES TRUST | 0.17% | 223.727 K $ | 4678 | 2022/03/31 | -743.000 $ | -0.33 % |
| 2026/03/31 | SPY | STATE STR SPDR S&P 500 ETF T | 0.17% | 223.140 K $ | 343 | 2025/06/30 | -10.800 K $ | -4.63 % |
| 2026/03/31 | ONEO | SPDR SERIES TRUST | 0.17% | 221.401 K $ | 1664 | 2022/12/31 | 6.101 K $ | 2.84 % |
| 2026/03/31 | CSCO | CISCO SYS INC | 0.16% | 208.739 K $ | 2690 | 2026/03/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | FNX | FIRST TR EXCHANGE-TRADED ALP | 0.16% | 208.117 K $ | 1623 | 2023/06/30 | 3.747 K $ | 1.79 % |
| 2026/03/31 | IEF | ISHARES TR | 0.15% | 203.574 K $ | 2133 | 2025/12/31 | -1.533 K $ | -0.75 % |
| 2026/03/31 | HYLN | HYLIION HOLDINGS CORP | 0.03% | 45.700 K $ | 25966 | 2022/03/31 | -2.077 K $ | -4.35 % |
| 2026/03/31 | BRK-B | BERKSHIRE HATHAWAY INC DEL | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | GS | GOLDMAN SACHS GROUP INC | 0.00% | 0.000 $ | 0 | 2025/12/31 | 0.000 $ | 0.00 % |
| 2026/03/31 | IBM | INTERNATIONAL BUSINESS MACHS | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |