DMKC ADVISORY SERVICES, LLC 13F Portfolio
DMKC ADVISORY SERVICES, LLC runs DMKC ADVISORY SERVICES, LLC and currently holds 92 stock positions, which is fewer than the average of 231 among the investors we track. The portfolio is valued at approximately $529.63M. Their top holdings are VCSH, VUSB, VYM, VIG, CGCV. The top five represent 35.5% of reported portfolio weight. DMKC ADVISORY SERVICES, LLC ranks #889 out of 1000 investors tracked by Alpha Score. In the most recent quarter, DMKC ADVISORY SERVICES, LLC initiated 7 new positions. They added to 60 existing positions. They trimmed 10 positions. Their current best-performing preview position is CAT with returns of +50.31%.
Portfolio Value
$529.63M
Alpha Score
21.9
#889 of 1000
Holdings
92
DMKC ADVISORY SERVICES, LLC Current 13F Holdings
Reported holdings from DMKC ADVISORY SERVICES, LLC's latest SEC 13F filing, ranked by portfolio weight.
92 stock holdings
| Holding | Weight | Avg Buy | Current | Return | Quarter Change |
|---|---|---|---|---|---|
 VCSH VANGUARD SCOTTSDALE FDS | 8.51% | $79.03 | $77.30 | -2.19% | New Buy |
 VUSB VANGUARD BD INDEX FDS | 7.69% | $49.78 | $49.49 | -0.59% | Added +13667.78% |
 VYM VANGUARD WHITEHALL FDS | 6.86% | $157.91 | $158.70 | +0.50% | Added +13961.22% |
 VIG VANGUARD SPECIALIZED FUNDS | 6.51% | $231.26 | $239.00 | +3.35% | Added +545.72% |
 CGCV CAPITAL GROUP CONSERVATIVE E | 5.90% | $32.64 | $32.85 | +0.64% | Added +1271.18% |
 CGDV CAPITAL GROUP DIVIDEND VALUE | 5.68% | $48.65 | $49.54 | +1.83% | Added +1272.75% |
 VEA VANGUARD TAX-MANAGED FDS | 4.79% | $67.72 | $70.36 | +3.89% | Added +411.16% |
 VTI VANGUARD INDEX FDS | 3.21% | $351.58 | $381.92 | +8.63% | Added +280.48% |
 SCHD SCHWAB STRATEGIC TR | 2.81% | $28.71 | $33.03 | +15.03% | Added +32.27% |
 VHT VANGUARD WORLD FD | 2.33% | $265.06 | $319.03 | +20.36% | Added +15.91% |
Showing 1-10 of 92