$8.03 Billion is the total value of BCWM, LLC's 65 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| RSX | New | VANECK VECTORS ETF TRrussia etf | $4,556,000 | – | 200,346 | +100.0% | 1.94% | – |
| EWW | New | ISHARES INCmsci mexico etf | $4,497,000 | – | 87,283 | +100.0% | 1.91% | – |
| CCL | New | CARNIVAL CORPunit 99/99/9999 | $3,568,000 | – | 54,401 | +100.0% | 1.52% | – |
| XOM | New | EXXON MOBIL CORP | $3,175,000 | – | 42,552 | +100.0% | 1.35% | – |
| SCHE | New | SCHWAB STRATEGIC TRemrg mkteq etf | $2,651,000 | – | 92,380 | +100.0% | 1.13% | – |
| TRUP | New | TRUPANION INC | $2,570,000 | – | 85,968 | +100.0% | 1.09% | – |
| New | Qualcomm Incfixed | $1,911,000 | – | 2,000,000 | +100.0% | 0.81% | – | |
| VCIT | New | VANGUARD SCOTTSDALE FDSint-term corp | $460,000 | – | 5,422 | +100.0% | 0.20% | – |
| EDV | New | VANGUARD WORLD FDextended dur | $371,000 | – | 3,237 | +100.0% | 0.16% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| SCHWAB STRATEGIC TR | 42 | Q3 2023 | 10.1% |
| WAL-MART STORIES INC | 42 | Q3 2023 | 3.7% |
| MICROSOFT CORP | 42 | Q3 2023 | 2.7% |
| APPLE INC | 42 | Q3 2023 | 3.0% |
| NEWMONT MNG CORP | 42 | Q3 2023 | 2.2% |
| ISHARES TR | 42 | Q3 2023 | 1.7% |
| SCHWAB STRETEGIC TR | 41 | Q3 2023 | 6.2% |
| DR HORTON INC | 41 | Q3 2023 | 3.6% |
| AT&T INC | 41 | Q3 2023 | 1.7% |
| SCHWAB STRATEGIC TR | 41 | Q3 2023 | 1.5% |
View BCWM, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-02-08 |
| 13F-HR | 2021-11-10 |
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.