13F Filings for MOKAN Wealth Management Inc. (CIK: 2053727)
View the most recent portfolio holdings disclosed by MOKAN Wealth Management Inc. in their 13F filing.
| Holding | Shares | Value | Portfolio Percent | Change Status | Change Amount |
|---|---|---|---|---|---|
| VGSH - VANGUARD SCOTTSDALE FDS(Class: SHORT TERM TREAS) | 210.48K | $12.37M | 6.91% | Increased | 16.04K (8.0%, $960.71K) |
| BIL - SPDR SERIES TRUST(Class: BLOOMBERG 1-3 MO) | 133.46K | $12.24M | 6.84% | Increased | 10.61K (8.0%, $974.29K) |
| BILS - SPDR SERIES TRUST(Class: BLOOMBERG 3-12 M) | 111.07K | $11.04M | 6.17% | Increased | 7.76K (7.0%, $765.60K) |
| AVGO - BROADCOM INC(Class: COM) | 27.95K | $7.71M | 4.31% | Decreased | 3.57K (11.0%, $2.43M) |
| VGT - VANGUARD WORLD FD(Class: INF TECH ETF) | 10.27K | $6.81M | 3.80% | Decreased | 2.48K (19.0%, $101.76K) |
| BRK.B - BERKSHIRE HATHAWAY INC DEL(Class: CL B NEW) | 13.56K | $6.59M | 3.68% | Increased | 39 (0.0%, $611.19K) |
| MSFT - MICROSOFT CORP(Class: COM) | 12.08K | $6.01M | 3.36% | Decreased | 2.92K (19.0%, $374.39K) |
| AAPL - APPLE INC(Class: COM) | 28.21K | $5.79M | 3.24% | Increased | 699 (2.0%, $323.82K) |
| MRK - MERCK CO INC(Class: COM) | 59.39K | $4.70M | 2.63% | Increased | 14.57K (32.0%, $678.42K) |
| AMZN - AMAZON COM INC(Class: COM) | 21.32K | $4.68M | 2.61% | Decreased | 3.30K (13.0%, $9.42K) |
| WMT - WALMART INC(Class: COM) | 43.31K | $4.23M | 2.37% | Increased | 1.65K (3.0%, $577.64K) |
| COP - CONOCOPHILLIPS(Class: COM) | 45.62K | $4.09M | 2.29% | Decreased | 6.93K (13.0%, $1.43M) |
| VUG - VANGUARD INDEX FDS(Class: GROWTH ETF) | 9.19K | $4.03M | 2.25% | Decreased | 3.87K (29.0%, $814.54K) |
| SCHD - SCHWAB STRATEGIC TR(Class: US DIVIDEND EQ) | 150.77K | $4M | 2.23% | Increased | 6.99K (4.0%, $24.68K) |
| MCD - MCDONALDS CORP(Class: COM) | 11.88K | $3.47M | 1.94% | Increased | 951 (8.0%, $56.24K) |
| ABBV - ABBVIE INC(Class: COM) | 18.30K | $3.40M | 1.90% | Increased | 3.24K (21.0%, $240.95K) |
| NVDA - NVIDIA CORPORATION(Class: COM) | 20.83K | $3.29M | 1.84% | Decreased | 113 (0.0%, $1.02M) |
| GOOG - ALPHABET INC(Class: CAP STK CL C) | 17.84K | $3.16M | 1.77% | Decreased | 3.38K (15.0%, $152.65K) |
| ABT - ABBOTT LABS(Class: COM) | 22.01K | $2.99M | 1.67% | Increased | 2.35K (11.0%, $384.82K) |
| COST - COSTCO WHSL CORP NEW(Class: COM) | 2.88K | $2.85M | 1.59% | Increased | 240 (9.0%, $346.75K) |
| UNH - UNITEDHEALTH GROUP INC(Class: COM) | 8.79K | $2.74M | 1.53% | Increased | 3.42K (63.0%, $65.69K) |
| PG - PROCTER AND GAMBLE CO(Class: COM) | 15.32K | $2.44M | 1.36% | Increased | 1.85K (13.0%, $145.22K) |
| HD - HOME DEPOT INC(Class: COM) | 6.40K | $2.35M | 1.31% | Increased | 748 (13.0%, $272.23K) |
| JNJ - JOHNSON JOHNSON(Class: COM) | 14.12K | $2.16M | 1.21% | Increased | 2.25K (18.0%, $188.88K) |
| EOG - EOG RES INC(Class: COM) | 18K | $2.15M | 1.20% | Increased | 3.06K (20.0%, $236.26K) |