Dkm-Wealth-Management
AI_NATIVE detailed information: This accession holds the following tickers:[ "GOOGL", "JQC", "ABCL", "MFIC", null, null, null, null, "NAC", "RMT", "NCA", "JOF", null, "NKX", null, null, null, "MSFT", null, "WIW", "IJR", "IVV", "AAPL", "SPY", "NVDA", "LMT", null, "KEYS", "IEFA", "RIO", "GLD", "VNQ", null, "VWO", null, "TBLD", "IEF", null, "AMZN", "VEA", "VOO", "WFC", "SCHD", "BRK-B", "QQQ", "IWM", "TSLA", "ITOT", "VTI" ]
Filing Details
13F-HR • 2025-03-31
Filing Details
13F-HR • 2025-03-31- Report Date
- 2025-03-31
- Filing Date
- 2025-04-11
- Total Holdings
- 49
- Total Value
- 91634387
- Accession Number
- 0001085146-25-002066
- Form Type
- 13F-HR
- Manager Name
- Dkm-Wealth-Management
Data Enrichment
73% identified36 identified13 unidentified
Holdings
49 positions
Manager:
Search and click to pin securities to the top
Page 3 of 3
75526L860
Shares:19.9K
Value:$206.1K
Instrument | Shares | Other Manager | Value | ||
|---|---|---|---|---|---|
SPDR GOLD TRUST(GLDcusip78463V107) | 828 | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $238.6K | YoY- |
| 1.4K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $216.9K | YoY- | |
(cusip75526L860)✕ | 19.9K | QoQ NEW(+19.9K) YoY- | All Managers (Combined) | $206.1K | QoQ NEW(+$206.1K) YoY- |
RIO TINTO PLC(RIOcusip767204100) | 3.4K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $204.5K | YoY- |
| 23.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $193.9K | YoY- | |
| 18.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $155.7K | YoY- | |
| 12.0K | QoQ 0.00% (+0)YoY- | All Managers (Combined) | $105.5K | YoY- | |
| 15.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $80.7K | YoY- | |
| 10.0K | QoQ 0.00% (-0)YoY- | All Managers (Combined) | $22.3K | YoY- |