$289 Million is the total value of BCGM Wealth Management, LLC's 150 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 9.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ITOT | Sell | ISHARES TRcore s&p ttl stk | $25,337,295 | -6.7% | 213,313 | -9.4% | 8.78% | -10.0% |
| IVV | Sell | ISHARES TRcore s&p500 etf | $15,523,725 | +2.6% | 28,368 | -1.4% | 5.38% | -0.9% |
| QUAL | Buy | ISHARES TRmsci usa qlt fct | $13,298,327 | +6.5% | 77,877 | +2.5% | 4.61% | +2.8% |
| QQQ | Buy | INVESCO QQQ TRunit ser 1 | $10,715,042 | +8.2% | 22,364 | +0.3% | 3.71% | +4.4% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $10,358,100 | +69.5% | 28,417 | +56.8% | 3.59% | +63.6% |
| VIGI | Sell | VANGUARD WHITEHALL FDSintl dvd etf | $8,868,826 | -2.6% | 109,114 | -2.3% | 3.07% | -6.0% |
| JCPB | Sell | J P MORGAN EXCHANGE TRADED Fcore plus bd etf | $8,534,927 | -2.0% | 184,220 | -1.4% | 2.96% | -5.5% |
| DYNF | Buy | BLACKROCK ETF TRUSTus eqt factor | $7,806,551 | +9.1% | 166,309 | +3.2% | 2.70% | +5.3% |
| JMST | Sell | J P MORGAN EXCHANGE TRADED Fultra sht muncpl | $7,706,603 | -2.7% | 151,869 | -2.7% | 2.67% | -6.1% |
| VOO | Sell | VANGUARD INDEX FDS | $5,987,842 | +3.3% | 11,973 | -0.7% | 2.07% | -0.3% |
| FMB | Buy | FIRST TR EXCHANGE-TRADED FDmanagd mun etf | $5,173,092 | +2.2% | 101,314 | +2.8% | 1.79% | -1.4% |
| Buy | J P MORGAN EXCHANGE TRADED Factive value etf | $5,173,312 | +7.8% | 87,299 | +8.9% | 1.79% | +4.0% | |
| XOM | Sell | EXXON MOBIL CORP | $4,909,796 | -4.5% | 42,649 | -3.6% | 1.70% | -7.8% |
| AAPL | Sell | APPLE INC | $4,129,590 | +22.0% | 19,607 | -0.7% | 1.43% | +17.8% |
| JPM | Buy | JPMORGAN CHASE & CO. | $4,066,954 | +6.5% | 20,108 | +5.5% | 1.41% | +2.8% |
| MUB | Buy | ISHARES TRnational mun etf | $3,988,911 | +20.2% | 37,437 | +21.4% | 1.38% | +16.0% |
| AZBJ | AIM ETF PRODUCTS TRUSTus lrgcp b20 jan | $3,922,218 | +2.4% | 121,808 | 0.0% | 1.36% | -1.1% | |
| SCHP | Buy | SCHWAB STRATEGIC TRus tips etf | $3,902,816 | +6.0% | 75,040 | +6.3% | 1.35% | +2.3% |
| Buy | BLACKROCK ETF TRUST II | $3,832,586 | +11.7% | 73,421 | +12.2% | 1.33% | +7.8% | |
| VO | Sell | VANGUARD INDEX FDSmid cap etf | $3,792,650 | -6.3% | 15,666 | -3.3% | 1.31% | -9.6% |
| EMXC | Buy | ISHARES INCmsci emrg chn | $3,773,816 | +8.3% | 63,747 | +5.3% | 1.31% | +4.5% |
| ISTB | Buy | ISHARES TRcore 1 5 yr usd | $3,731,769 | +5.4% | 78,779 | +5.6% | 1.29% | +1.8% |
| LLY | Buy | ELI LILLY & CO | $3,723,998 | +21.2% | 4,113 | +4.1% | 1.29% | +17.0% |
| PJAN | INNOVATOR ETFS TRUSTus eqty pwr buf | $3,524,108 | +2.9% | 87,599 | 0.0% | 1.22% | -0.7% | |
| BRKB | Buy | BERKSHIRE HATHAWAY INC DELcl b new | $3,379,288 | -2.8% | 8,307 | +0.4% | 1.17% | -6.2% |
| ICOW | Sell | PACER FDS TRdeveloped mrkt | $3,084,928 | -30.8% | 101,612 | -27.1% | 1.07% | -33.1% |
| LOVE | Buy | LOVESAC COMPANY | $3,010,840 | +0.1% | 133,341 | +0.2% | 1.04% | -3.4% |
| FPI | Sell | FARMLAND PARTNERS INC | $2,995,857 | +3.8% | 259,831 | -0.1% | 1.04% | +0.2% |
| TLT | Buy | ISHARES TR20 yr tr bd etf | $2,882,233 | +8.9% | 31,404 | +12.3% | 1.00% | +5.1% |
| FIXD | Buy | FIRST TR EXCHNG TRADED FD VItcw opportunis | $2,865,911 | +4.6% | 66,572 | +5.9% | 0.99% | +0.9% |
| SPSM | Sell | SPDR SER TRportfolio s&p600 | $2,741,038 | -7.0% | 66,001 | -3.7% | 0.95% | -10.2% |
| NOC | Buy | NORTHROP GRUMMAN CORP | $2,724,618 | -6.3% | 6,250 | +2.9% | 0.94% | -9.6% |
| COG | Buy | COTERRA ENERGY INC | $2,695,895 | -2.3% | 101,083 | +2.2% | 0.93% | -5.7% |
| DHIL | Buy | DIAMOND HILL INVT GROUP INC | $2,623,328 | -6.0% | 18,638 | +2.9% | 0.91% | -9.3% |
| SCHD | Sell | SCHWAB STRATEGIC TRus dividend eq | $2,559,245 | -13.4% | 32,912 | -10.2% | 0.89% | -16.4% |
| KR | Sell | KROGER CO | $2,534,093 | -16.1% | 50,753 | -4.0% | 0.88% | -19.0% |
| PM | New | PHILIP MORRIS INTL INC | $2,256,437 | – | 22,268 | +100.0% | 0.78% | – |
| DIS | Sell | DISNEY WALT CO | $2,136,606 | -19.2% | 21,519 | -0.4% | 0.74% | -22.0% |
| CHKP | Sell | CHECK POINT SOFTWARE TECH LTord | $2,035,440 | -2.3% | 12,336 | -2.9% | 0.70% | -5.7% |
| NVDA | Buy | NVIDIA CORPORATION | $1,973,157 | +55.8% | 15,972 | +1039.2% | 0.68% | +50.3% |
| IEMG | New | ISHARES INCcore msci emkt | $1,972,455 | – | 36,848 | +100.0% | 0.68% | – |
| PSEP | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,951,250 | +2.7% | 52,075 | 0.0% | 0.68% | -0.9% | |
| Buy | MOBILEYE GLOBAL INC | $1,925,621 | +15.5% | 68,564 | +32.2% | 0.67% | +11.4% | |
| UNH | Sell | UNITEDHEALTH GROUP INC | $1,840,749 | +1.7% | 3,615 | -1.2% | 0.64% | -1.8% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $1,786,389 | -1.4% | 43,317 | +0.4% | 0.62% | -4.8% |
| TJX | Sell | TJX COS INC NEW | $1,740,594 | +4.8% | 15,809 | -3.5% | 0.60% | +1.2% |
| HEFA | New | ISHARES TRhdg msci eafe | $1,727,476 | – | 48,586 | +100.0% | 0.60% | – |
| SMMU | Sell | PIMCO ETF TRshtrm mun bd act | $1,714,668 | -18.3% | 34,383 | -18.3% | 0.59% | -21.2% |
| SBSW | Buy | SIBANYE STILLWATER LTDsponsored adr | $1,683,601 | -2.7% | 387,035 | +5.3% | 0.58% | -6.1% |
| USMV | Buy | ISHARES TRmsci usa min vol | $1,601,415 | +0.6% | 19,074 | +0.1% | 0.56% | -3.0% |
| SPG | Sell | SIMON PPTY GROUP INC NEW | $1,492,525 | -4.5% | 9,832 | -1.5% | 0.52% | -7.8% |
| FSLR | Buy | FIRST SOLAR INC | $1,492,545 | +38.0% | 6,620 | +3.3% | 0.52% | +33.2% |
| IWY | Sell | ISHARES TRrus tp200 gr etf | $1,368,371 | +3.0% | 6,379 | -6.3% | 0.47% | -0.6% |
| JEPI | Sell | J P MORGAN EXCHANGE TRADED Fequity premium | $1,367,079 | -4.6% | 24,119 | -2.6% | 0.47% | -7.8% |
| CVS | Sell | CVS HEALTH CORP | $1,345,231 | -27.7% | 22,777 | -2.4% | 0.47% | -30.2% |
| MORN | Sell | MORNINGSTAR INC | $1,319,567 | -4.9% | 4,460 | -0.9% | 0.46% | -8.2% |
| PAUG | INNOVATOR ETFS TRUSTus eqty pwr bf | $1,229,036 | +3.2% | 33,663 | 0.0% | 0.43% | -0.2% | |
| PMAY | Buy | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,224,583 | +337.6% | 35,901 | +316.5% | 0.42% | +324.0% |
| BND | Buy | VANGUARD BD INDEX FDStotal bnd mrkt | $1,221,461 | +2.4% | 16,953 | +3.2% | 0.42% | -1.2% |
| GNTX | Sell | GENTEX CORP | $1,177,590 | -12.4% | 34,933 | -6.2% | 0.41% | -15.5% |
| Buy | AIM ETF PRODUCTS TRUSTus lagcp b20 may | $1,147,192 | +441.3% | 39,329 | +417.5% | 0.40% | +422.4% | |
| MARB | Buy | FIRST TR EXCHANGE-TRADED FDmerger arbitra | $1,090,522 | +3.6% | 55,667 | +4.7% | 0.38% | 0.0% |
| SCHV | Sell | SCHWAB STRATEGIC TRus lcap va etf | $1,044,948 | -27.3% | 14,106 | -25.5% | 0.36% | -29.8% |
| PFEB | INNOVATOR ETFS TRUSTus eqty pwr buf | $1,043,115 | +2.8% | 29,693 | 0.0% | 0.36% | -0.8% | |
| SPHQ | Sell | INVESCO EXCHANGE TRADED FD Ts&p500 quality | $1,002,979 | +1.8% | 15,785 | -3.2% | 0.35% | -2.0% |
| VTEB | Buy | VANGUARD MUN BD FDStax exempt bd | $919,919 | +38.2% | 18,358 | +39.6% | 0.32% | +33.5% |
| New | CALAMOS ETF TRs p 500 structur | $915,849 | – | 35,650 | +100.0% | 0.32% | – | |
| BJUL | INNOVATOR ETFS TRUSTus eqty bufr jul | $896,265 | +3.6% | 21,452 | 0.0% | 0.31% | -0.3% | |
| ICSH | Sell | ISHARES TRblackrock ultra | $884,000 | -25.5% | 17,495 | -25.5% | 0.31% | -28.2% |
| AIM ETF PRODUCTS TRUSTallianzim us lrg | $849,883 | +2.4% | 30,533 | 0.0% | 0.29% | -1.3% | ||
| APD | Buy | AIR PRODS & CHEMS INC | $829,393 | +7.3% | 3,214 | +0.8% | 0.29% | +3.6% |
| SPYV | Sell | SPDR SER TRprtflo s&p500 vl | $825,407 | -4.1% | 16,935 | -1.4% | 0.29% | -7.4% |
| SPY | Buy | SPDR S&P 500 ETF TRtr unit | $806,534 | +13.5% | 1,482 | +9.1% | 0.28% | +9.4% |
| AMZN | Buy | AMAZON COM INC | $794,258 | +12.6% | 4,110 | +5.1% | 0.28% | +8.7% |
| DEO | Sell | DIAGEO PLCspon adr new | $794,883 | -15.3% | 6,305 | -0.1% | 0.28% | -18.4% |
| UL | Sell | UNILEVER PLCspon adr new | $762,811 | +2.6% | 13,872 | -6.4% | 0.26% | -1.1% |
| FRME | Buy | FIRST MERCHANTS CORP | $754,033 | -4.6% | 22,650 | +0.0% | 0.26% | -8.1% |
| WBS | Sell | WEBSTER FINL CORP | $739,617 | -44.6% | 16,968 | -35.5% | 0.26% | -46.7% |
| MTUM | Buy | ISHARES TRmsci usa mmentm | $734,261 | +4.0% | 3,768 | +0.0% | 0.25% | +0.4% |
| Buy | AIM ETF PRODUCTS TRUSTu s lrgcp 6m jan | $708,154 | +42.7% | 24,935 | +39.6% | 0.24% | +37.6% | |
| COWZ | Sell | PACER FDS TRus cash cows 100 | $706,948 | -6.3% | 12,974 | -0.1% | 0.24% | -9.6% |
| FB | META PLATFORMS INCcl a | $661,032 | +3.8% | 1,311 | 0.0% | 0.23% | +0.4% | |
| IGEB | New | ISHARES TRinvestment grade | $641,401 | – | 14,459 | +100.0% | 0.22% | – |
| MBIN | Buy | MERCHANTS BANCORP IND | $621,588 | -5.9% | 15,333 | +0.2% | 0.22% | -9.3% |
| PAVE | Buy | GLOBAL X FDSus infr dev etf | $606,838 | -3.9% | 16,392 | +3.4% | 0.21% | -7.5% |
| Sell | FIRST TR EXCHNG TRADED FD VIft vest u.s eqt | $596,921 | -6.1% | 17,505 | -8.0% | 0.21% | -9.2% | |
| FIRST TR EXCHNG TRADED FD VIft vest us eqt | $593,979 | +2.8% | 16,100 | 0.0% | 0.21% | -0.5% | ||
| DUK | Buy | DUKE ENERGY CORP NEW | $577,289 | +3.9% | 5,760 | +0.2% | 0.20% | 0.0% |
| FJAN | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $573,124 | +3.4% | 13,204 | 0.0% | 0.20% | 0.0% | |
| SIZE | Sell | ISHARES TRmsci usa sze ft | $567,723 | -4.2% | 4,128 | -0.9% | 0.20% | -7.5% |
| D | Sell | DOMINION ENERGY INC | $568,833 | -12.5% | 11,609 | -12.2% | 0.20% | -15.5% |
| IEFA | Sell | ISHARES TRcore msci eafe | $515,068 | -12.4% | 7,091 | -10.5% | 0.18% | -15.6% |
| MSFT | Sell | MICROSOFT CORP | $504,761 | -17.7% | 1,129 | -22.5% | 0.18% | -20.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $493,288 | +4.7% | 1,844 | +1.8% | 0.17% | +1.2% |
| GOOGL | Buy | ALPHABET INCcap stk cl a | $491,805 | +30.3% | 2,700 | +8.0% | 0.17% | +25.9% |
| JPST | Sell | J P MORGAN EXCHANGE TRADED Fultra shrt inc | $478,632 | -19.2% | 9,484 | -19.3% | 0.17% | -22.1% |
| TSLA | Sell | TESLA INC | $477,484 | +9.8% | 2,413 | -2.4% | 0.16% | +5.8% |
| SUB | Sell | ISHARES TRshrt nat mun etf | $458,283 | -10.0% | 4,383 | -9.8% | 0.16% | -13.1% |
| T | Buy | AT&T INC | $450,240 | +9.8% | 23,560 | +1.2% | 0.16% | +6.1% |
| FAUG | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $440,800 | +2.8% | 10,000 | 0.0% | 0.15% | -0.6% | |
| MCD | Buy | MCDONALDS CORP | $434,679 | -3.4% | 1,706 | +7.0% | 0.15% | -6.2% |
| EFAV | Sell | ISHARES TRmsci eafe min vl | $411,755 | -3.0% | 5,937 | -0.9% | 0.14% | -5.9% |
| PAPR | Buy | INNOVATOR ETFS TRUSTus eqt pwr buf | $407,082 | +7.2% | 11,745 | +3.9% | 0.14% | +3.7% |
| BFEB | INNOVATOR ETFS TRUSTus eqty bufr feb | $406,412 | +3.5% | 10,000 | 0.0% | 0.14% | 0.0% | |
| BSEP | INNOVATOR ETFS TRUSTus eqty buf sep | $406,740 | +3.5% | 10,000 | 0.0% | 0.14% | 0.0% | |
| IJH | Sell | ISHARES TRcore s&p mcp etf | $399,526 | -15.3% | 6,827 | -12.1% | 0.14% | -18.3% |
| PZA | Sell | INVESCO EXCH TRADED FD TR IInatl amt muni | $396,317 | -16.0% | 16,736 | -15.5% | 0.14% | -18.9% |
| GOVT | Buy | ISHARES TRus treas bd etf | $396,309 | -0.5% | 17,559 | +0.3% | 0.14% | -4.2% |
| DON | Sell | WISDOMTREE TRus midcap divid | $383,113 | -6.2% | 8,191 | -2.2% | 0.13% | -9.5% |
| PJUN | INNOVATOR ETFS TRUSTus eqty pwr buf | $370,947 | +3.2% | 10,414 | 0.0% | 0.13% | 0.0% | |
| AZAJ | AIM ETF PRODUCTS TRUSTus lrgcp b10 jan | $362,314 | +3.2% | 10,642 | 0.0% | 0.13% | 0.0% | |
| IWP | ISHARES TRrus md cp gr etf | $361,396 | -3.3% | 3,275 | 0.0% | 0.12% | -6.7% | |
| PG | Sell | PROCTER AND GAMBLE CO | $353,711 | +1.1% | 2,145 | -0.6% | 0.12% | -2.4% |
| ICVT | Buy | ISHARES TRconv bd etf | $341,201 | +31.6% | 4,339 | +33.6% | 0.12% | +26.9% |
| TPLC | TIMOTHY PLANus lrgmd cp core | $336,785 | -3.6% | 8,300 | 0.0% | 0.12% | -6.4% | |
| KJAN | Sell | INNOVATOR ETFS TRUSTus sml cp pwr b | $330,284 | -9.8% | 9,461 | -8.6% | 0.11% | -13.0% |
| VLUE | Buy | ISHARES TRmsci usa value | $329,254 | -3.9% | 3,182 | +0.5% | 0.11% | -7.3% |
| BJAN | INNOVATOR ETFS TRUSTus eqty bufr jan | $325,836 | +3.6% | 7,225 | 0.0% | 0.11% | 0.0% | |
| POCT | INNOVATOR ETFS TRUSTus eqty pwr buf | $322,593 | +2.1% | 8,425 | 0.0% | 0.11% | -0.9% | |
| IWS | Buy | ISHARES TRrus mdcp val etf | $320,157 | -3.7% | 2,652 | +0.0% | 0.11% | -6.7% |
| AOA | Buy | ISHARES TRaggres alloc etf | $309,963 | +3.7% | 4,145 | +1.9% | 0.11% | 0.0% |
| TPHD | TIMOTHY PLANhig dv stk etf | $307,871 | -3.3% | 8,800 | 0.0% | 0.11% | -6.1% | |
| TLH | New | ISHARES TR10-20 yr trs etf | $305,686 | – | 2,976 | +100.0% | 0.11% | – |
| AIM ETF PRODUCTS TRUSTus larcp b20 mar | $298,279 | +2.7% | 10,108 | 0.0% | 0.10% | -1.0% | ||
| IWD | Buy | ISHARES TRrus 1000 val etf | $294,089 | -2.5% | 1,686 | +0.1% | 0.10% | -5.6% |
| FAST | Sell | FASTENAL CO | $288,931 | -88.0% | 4,598 | -85.3% | 0.10% | -88.5% |
| AEP | Buy | AMERICAN ELEC PWR CO INC | $281,228 | +1.9% | 3,205 | +0.0% | 0.10% | -2.0% |
| XLC | SELECT SECTOR SPDR TR | $278,481 | +4.9% | 3,251 | 0.0% | 0.10% | +1.1% | |
| KO | Buy | COCA COLA CO | $274,492 | +13.3% | 4,313 | +8.9% | 0.10% | +9.2% |
| IXN | Sell | ISHARES TRglobal tech etf | $271,037 | +7.8% | 3,273 | -2.6% | 0.09% | +4.4% |
| IJR | Sell | ISHARES TRcore s&p scp etf | $267,368 | -10.2% | 2,507 | -7.0% | 0.09% | -13.1% |
| IWM | Buy | ISHARES TRrussell 2000 etf | $269,467 | -3.4% | 1,328 | +0.2% | 0.09% | -7.0% |
| SLYG | Buy | SPDR SER TRs&p 600 smcp grw | $268,816 | -1.3% | 3,131 | +0.3% | 0.09% | -5.1% |
| PEP | Buy | PEPSICO INC | $260,748 | +24.4% | 1,581 | +32.1% | 0.09% | +20.0% |
| JMUB | Buy | J P MORGAN EXCHANGE TRADED Fmunicipal etf | $257,458 | +0.2% | 5,111 | +0.9% | 0.09% | -3.3% |
| SLYV | Sell | SPDR SER TRs&p 600 smcp val | $254,176 | -7.8% | 3,246 | -2.3% | 0.09% | -11.1% |
| PDEC | INNOVATOR ETFS TRUSTus eqty pwr buf | $248,616 | +2.5% | 6,628 | 0.0% | 0.09% | -1.1% | |
| IJAN | Sell | INNOVATOR ETFS TRUSTintrnl dev jan | $247,437 | -8.6% | 7,877 | -9.0% | 0.09% | -11.3% |
| CVX | Buy | CHEVRON CORP NEW | $244,272 | -0.3% | 1,562 | +0.6% | 0.08% | -3.4% |
| SPLG | Buy | SPDR SER TRportfolio s&p500 | $239,045 | +4.9% | 3,735 | +0.9% | 0.08% | +1.2% |
| HSY | Buy | HERSHEY CO | $237,879 | -4.8% | 1,294 | +0.7% | 0.08% | -8.9% |
| FFEB | FIRST TR EXCHNG TRADED FD VIft vest us eqt | $233,950 | +3.3% | 5,000 | 0.0% | 0.08% | 0.0% | |
| FIRST TR EXCHNG TRADED FD VIft vest u.s eqt | $223,631 | +2.4% | 6,615 | 0.0% | 0.08% | -1.3% | ||
| IVW | New | ISHARES TRs&p 500 grwt etf | $215,526 | – | 2,329 | +100.0% | 0.08% | – |
| KJUL | INNOVATOR ETFS TRUSTus sml cp pwr b | $210,340 | -1.6% | 7,610 | 0.0% | 0.07% | -5.2% | |
| UBER | UBER TECHNOLOGIES INC | $212,153 | -5.6% | 2,919 | 0.0% | 0.07% | -9.9% | |
| AMGN | New | AMGEN INC | $202,091 | – | 647 | +100.0% | 0.07% | – |
| GNW | GENWORTH FINL INC | $193,280 | -6.1% | 32,000 | 0.0% | 0.07% | -9.5% | |
| BLNK | New | BLINK CHARGING CO | $27,400 | – | 10,000 | +100.0% | 0.01% | – |
| 374WATER INC | $14,776 | -4.8% | 12,313 | 0.0% | 0.01% | -16.7% | ||
| CALF | Exit | PACER FDS TRpacer us small | $0 | – | -4,123 | -100.0% | -0.07% | – |
| NKE | Exit | NIKE INCcl b | $0 | – | -2,574 | -100.0% | -0.09% | – |
| VB | Exit | VANGUARD INDEX FDSsmall cp etf | $0 | – | -1,073 | -100.0% | -0.09% | – |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -41,771 | -100.0% | -0.64% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-07-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 15 | Q2 2024 | 17.0% |
| INVESCO QQQ TR | 15 | Q2 2024 | 8.7% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 5.7% |
| J P MORGAN EXCHANGE-TRADED F | 15 | Q2 2024 | 4.3% |
| VANGUARD INDEX FDS | 15 | Q2 2024 | 4.5% |
| ISHARES TR | 15 | Q2 2024 | 5.4% |
| FIRST TR EXCH TRADED FD III | 15 | Q2 2024 | 3.3% |
| ISHARES TR | 15 | Q2 2024 | 4.6% |
| FIRST TR EXCHNG TRADED FD VI | 15 | Q2 2024 | 4.3% |
| SCHWAB STRATEGIC TR | 15 | Q2 2024 | 6.1% |
View BCGM Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-08-06 |
| 13F-HR | 2024-07-30 |
| 13F-HR | 2024-05-07 |
| 13F-HR/A | 2024-02-13 |
| 13F-HR | 2024-02-08 |
| 13F-HR | 2023-11-08 |
| 13F-HR | 2023-08-07 |
| 13F-HR | 2023-05-02 |
| 13F-HR | 2023-02-07 |
| 13F-HR | 2022-11-03 |
View BCGM Wealth Management, 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.