$339 Million is the total value of BCWM, LLC's 71 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| QTS | New | QTS RLTY TR INC | $4,675,000 | – | 75,361 | +100.0% | 1.38% | – |
| SCHM | New | SCHWAB STRATEGIC TRus mid-cap etf | $451,000 | – | 6,065 | +100.0% | 0.13% | – |
| RING | New | ISHARES INCmsci gbl gold mn | $334,000 | – | 12,197 | +100.0% | 0.10% | – |
| BOND | New | PIMCO ETF TRactive bd etf | $311,000 | – | 2,842 | +100.0% | 0.09% | – |
| PGX | New | INVESCO EXCH TRADED FD TR IIpfd etf | $276,000 | – | 18,405 | +100.0% | 0.08% | – |
| MOAT | New | VANECK VECTORS ETF TRmorningstar wide | $272,000 | – | 3,928 | +100.0% | 0.08% | – |
| RODM | New | LATTICE STRATEGIES TRhartford mlt etf | $251,000 | – | 8,443 | +100.0% | 0.07% | – |
| XSOE | New | WISDOMTREE TRem ex st-owned | $213,000 | – | 5,238 | +100.0% | 0.06% | – |
| FTLS | New | FIRST TR EXCH TRADED FD IIIlng/sht equity | $206,000 | – | 4,525 | +100.0% | 0.06% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-14
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.