0002007263-24-000004.txt : 20240418 0002007263-24-000004.hdr.sgml : 20240418 20240418095127 ACCESSION NUMBER: 0002007263-24-000004 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20240331 FILED AS OF DATE: 20240418 DATE AS OF CHANGE: 20240418 EFFECTIVENESS DATE: 20240418 FILER: COMPANY DATA: COMPANY CONFORMED NAME: BKM Wealth Management, LLC CENTRAL INDEX KEY: 0002007263 ORGANIZATION NAME: IRS NUMBER: 844983942 STATE OF INCORPORATION: WI FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-23494 FILM NUMBER: 24853100 BUSINESS ADDRESS: STREET 1: 20300 WATER TOWER BLVD. STE. 250 CITY: BROOKFIELD STATE: WI ZIP: 53045 BUSINESS PHONE: 262-955-7150 MAIL ADDRESS: STREET 1: 20300 WATER TOWER BLVD. STE. 250 CITY: BROOKFIELD STATE: WI ZIP: 53045 13F-HR 1 primary_doc.xml X0202 13F-HR LIVE false true false 0002007263 XXXXXXXX 03-31-2024 03-31-2024 BKM Wealth Management, LLC

20300 WATER TOWER BLVD. STE. 250 BROOKFIELD WI 53045

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666 SH SOLE 0 0 666 ISHARES TR S&P MC 400VL ETF 464287705 4841213 40926 SH SOLE 0 0 40926 ISHARES TR CORE S&P SCP ETF 464287804 745816 6748 SH SOLE 0 0 6748 ISHARES TR SP SMCP600VL ETF 464287879 3873695 37696 SH SOLE 0 0 37696 ISHARES TR S&P SML 600 GWT 464287887 2988255 22858 SH SOLE 0 0 22858 ISHARES TR JPMORGAN USD EMG 464288281 953372 10632 SH SOLE 0 0 10632 ISHARES TR IBOXX HI YD ETF 464288513 381677 4910 SH SOLE 0 0 4910 LATTICE STRATEGIES TR HARTFORD MLT ETF 518416102 240940 8605 SH SOLE 0 0 8605 SCHWAB US DIVIDEND EQ 808524797 449109 5570 SH SOLE 0 0 5570 VANGUARD VAN FTSE DEV MKT 921943858 9237033 184114 SH SOLE 0 0 184114 VANGUARD ALLWRLD EX US 922042775 342691 5843 SH SOLE 0 0 5843 VANGUARD FTSE EMR MKT ETF 922042858 3621251 86695 SH SOLE 0 0 86695 VANGUARD MCAP VL IDXVIP 922908512 984328 6313 SH SOLE 0 0 6313 VANGUARD MCAP GR IDXVIP 922908538 734714 3115 SH SOLE 0 0 3115 VANGUARD REAL ESTATE ETF 922908553 1440176 16653 SH SOLE 0 0 16653 VANGUARD SML CP GRW ETF 922908595 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