Filling information for BKA Wealth Consulting, Inc. as Treemap, investor disclosed 48 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 464288414 | 464288414 | ISHARES TR | NATIONAL MUN ETF | 682335 | 6393 | |
| 33740F888 | 33740F888 | FIRST TR EXCHNG TRADED FD VI | TCW UNCONSTRAI | 3336940 | 138061 | |
| 336920103 | 336920103 | FIRST TR EXCHANGE TRADED FD | US EQTY OPPT ETF | 314243 | 3564 | |
| 464285204 | 464285204 | ISHARES GOLD TR | ISHARES NEW | 1174524 | 32276 | |
| 67073D102 | 67073D102 | NUVEEN CR STRATEGIES INCOME | COM SHS | 284125 | 56262 | |
| 464287804 | 464287804 | ISHARES TR | CORE S&P SCP ETF | 939186 | 9425 | |
| 33735B108 | 33735B108 | FIRST TR MID CAP CORE ALPHAD | COM SHS | 205588 | 2134 | |
| 824348106 | 824348106 | SHERWIN WILLIAMS CO | COM | 470803 | 1773 | |
| 25434V203 | 25434V203 | DIMENSIONAL ETF TRUST | INTL CORE EQT MK | 213276 | 7807 | |
| 023135106 | 023135106 | AMAZON COM INC | COM | 598613 | 4592 | |
| 97717X669 | 97717X669 | WISDOMTREE TR | US QTLY DIV GRT | 5653168 | 84806 | |
| 67066G104 | 67066G104 | NVIDIA CORPORATION | COM | 1078661 | 2550 | |
| 02079K305 | 02079K305 | ALPHABET INC | CAP STK CL A | 506331 | 4230 | |
| 052769106 | 052769106 | AUTODESK INC | COM | 283999 | 1388 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 1165994 | 12023 | |
| 78464A375 | 78464A375 | SPDR SER TR | PORTFOLIO INTRMD | 997438 | 31063 | |
| 33739Q705 | 33739Q705 | FIRST TR EXCHANGE-TRADED FD | FT CBOE VEST S&P | 7112557 | 134580 | |
| 808524102 | 808524102 | SCHWAB STRATEGIC TR | US BRD MKT ETF | 246818 | 4774 | |
| 33739H101 | 33739H101 | FIRST TR EXCHANGE TRAD FD VI | FST TR GLB FD | 394938 | 17345 | |
| 78468R762 | 78468R762 | SPDR SER TR | RUSSELL MOMENTUM | 224483 | 2289 | |
| 922908744 | 922908744 | VANGUARD INDEX FDS | VALUE ETF | 311442 | 2192 | |
| 808524300 | 808524300 | SCHWAB STRATEGIC TR | US LCAP GR ETF | 363419 | 4849 | |
| 92189F643 | 92189F643 | VANECK ETF TRUST | MRNGSTR WDE MOAT | 7680846 | 96263 | |
| 33735K108 | 33735K108 | FIRST TRUST LRGCP GWT ALPHAD | COM SHS | 357255 | 3527 | |
| 808524797 | 808524797 | SCHWAB STRATEGIC TR | US DIVIDEND EQ | 422121 | 5813 | |
| 78468R739 | 78468R739 | SPDR SER TR | NUVEEN BLMBRG SH | 216152 | 4594 | |
| 25434V740 | 25434V740 | DIMENSIONAL ETF TRUST | EMERGING MKTS VA | 1277207 | 52409 | |
| 74348A467 | 74348A467 | PROSHARES TR | S&P 500 DV ARIST | 398820 | 4230 | |
| 33738D309 | 33738D309 | FIRST TR EXCHANGE-TRADED FD | SENIOR LN FD | 283495 | 6258 | |
| 808524763 | 808524763 | SCHWAB STRATEGIC TR | SCHWAB FDT US SC | 255142 | 5057 | |
| 464287440 | 464287440 | ISHARES TR | 7-10 YR TRSY BD | 1828541 | 18929 | |
| 37954Y715 | 37954Y715 | GLOBAL X FDS | RBTCS ARTFL INTE | 206875 | 7198 | |
| 922908363 | 922908363 | VANGUARD INDEX FDS | S&P 500 ETF SHS | 629248 | 1545 | |
| 127537207 | 127537207 | CADIZ INC | COM NEW | 131942 | 32498 | |
| 52468L505 | 52468L505 | LEGG MASON ETF INVT | FRANKLIN INTL LW | 3527799 | 129746 | |
| 030420103 | 030420103 | AMERICAN WTR WKS CO INC NEW | COM | 218049 | 1527 | |
| 449109107 | 449109107 | HYLIION HOLDINGS CORP | COMMON STOCK | 43363 | 25966 | |
| 037833100 | 037833100 | APPLE INC | COM | 1973699 | 10175 | |
| 302635206 | 302635206 | FS KKR CAP CORP | COM | 673506 | 35115 | |
| 46641Q837 | 46641Q837 | J P MORGAN EXCHANGE TRADED F | ULTRA SHRT INC | 4511109 | 89970 | |
| 084670702 | 084670702 | BERKSHIRE HATHAWAY INC DEL | CL B NEW | 515933 | 1513 | |
| 25434V401 | 25434V401 | DIMENSIONAL ETF TRUST | US EQUITY ETF | 410310 | 8520 | |
| 33734X192 | 33734X192 | FIRST TR EXCHANGE TRADED FD | CLOUD COMPUTING | 277229 | 3651 | |
| 33733E104 | 33733E104 | FIRST TR EXCHANGE-TRADED FD | CAP STRENGTH ETF | 5797291 | 77215 | |
| 82983N108 | 82983N108 | SITIO ROYALTIES CORP | CLASS A COM | 344531 | 13115 | |
| 25434V500 | 25434V500 | DIMENSIONAL ETF TRUST | US SMALL CAP ETF | 407348 | 7433 | |
| 88160R101 | 88160R101 | TESLA INC | COM | 421450 | 1610 | |
| 00162Q452 | 00162Q452 | ALPS ETF TR | ALERIAN MLP | 489393 | 12481 |