$222 Million is the total value of BCWM, LLC's 71 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| No holdings reported for quarter Q1 2017 | ||||||||
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-05-12
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 45 | Q2 2024 | 10.1% |
| WAL-MART STORIES INC | 45 | Q2 2024 | 3.7% |
| MICROSOFT CORP | 45 | Q2 2024 | 3.1% |
| APPLE INC | 45 | Q2 2024 | 3.1% |
| NEWMONT MNG CORP | 45 | Q2 2024 | 2.2% |
| ISHARES TR | 45 | Q2 2024 | 1.7% |
| SCHWAB STRETEGIC TR | 44 | Q2 2024 | 6.2% |
| DR HORTON INC | 44 | Q2 2024 | 3.6% |
| AT&T INC | 44 | Q2 2024 | 1.8% |
| SCHWAB STRATEGIC TR | 44 | Q2 2024 | 1.5% |
View BCWM, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-09 |
| 13F-HR | 2024-05-14 |
| 13F-HR | 2024-02-13 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-11 |
| 13F-HR | 2022-05-04 |
View BCWM, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.