account_balance
Investment manager · 13F filer · SEC CIK 1901337
DMKC Advisory Services, LLC
Reported value$407Mas of Sep 30, 2026
Positions78 8 new, 22 sold out
Top 10 weight52.2%VCSH alone is 9%
FiledNov 435 days after quarter end
Portfolio · as of Sep 30, 2026
Where the money is
New or addedTrimmedHeld
VCSHVanguard Scottsdale FDS
8.6%Trimmed −20%
VUSBVanguard Bd Index FDS
8.0%Trimmed −20%
VYMVanguard Whitehall FDS
5.9%Trimmed −32%
VIGVanguard Specialized Funds
5.8%Trimmed −30%
CGCVCapital Group Conservative E
5.4%Trimmed −28%
CGDVCapital Group Dividend Value
5.2%Trimmed −29%
VEAVanguard Tax-Managed FDS
4.2%Trimmed −32%
VTIVanguard Index FDS
3.6%Trimmed −15%
SCHDSchwab Strategic Tr
2.9%−23%
VHTVanguard World Fd
2.5%−22%
VGKVanguard Intl Equity Index F
1.9%+8%
VOOVanguard Index FDS
1.9%−27%
VCSHVanguard Scottsdale FDS
8.6%Trimmed −20%
VUSBVanguard Bd Index FDS
8.0%Trimmed −20%
VYMVanguard Whitehall FDS
5.9%Trimmed −32%
VIGVanguard Specialized Funds
5.8%Trimmed −30%
CGCVCapital Group Conservative E
5.4%Trimmed −28%
CGDVCapital Group Dividend Value
5.2%
VEAVanguard Tax-Managed FDS
4.2%
VTIVanguard Index FDS
3.6%
SCHD2.9%
VHT2.5%
VGK1.9%
VOO1.9%
Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
VCSH Vanguard Scottsdale FDS 8.6% Trimmed −20%
VUSB Vanguard Bd Index FDS 8.0% Trimmed −20%
VYM Vanguard Whitehall FDS 5.9% Trimmed −32%
VIG Vanguard Specialized Funds 5.8% Trimmed −30%
CGCV Capital Group Conservative E 5.4% Trimmed −28%
CGDV Capital Group Dividend Value 5.2% Trimmed −29%
VEA Vanguard Tax-Managed FDS 4.2% Trimmed −32%
VTI Vanguard Index FDS 3.6% Trimmed −15%
SCHD Schwab Strategic Tr 2.9% Trimmed −23%
VHT Vanguard World Fd 2.5% Trimmed −22%
VGK Vanguard Intl Equity Index F 1.9% Added +8%
VOO Vanguard Index FDS 1.9% Trimmed −27%
What changed
Biggest moves since Jun 30, 2026
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