$184 Thousand is the total value of BCGM Wealth Management, LLC's 106 reported holdings in Q1 2022. The portfolio turnover from Q4 2021 to Q1 2022 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VIGI | New | VANGUARD WHITEHALL FDSintl dvd etf | $7,371,000 | – | 98,735 | +100.0% | 4.01% | – |
| UJAN | New | INNOVATOR ETFS TRus eqt ultra bf | $3,013,000 | – | 101,280 | +100.0% | 1.64% | – |
| XLRE | New | SELECT SECTOR SPDR TRrl est sel sec | $1,498,000 | – | 32,144 | +100.0% | 0.81% | – |
| XLE | New | SELECT SECTOR SPDR TRenergy | $1,431,000 | – | 19,039 | +100.0% | 0.78% | – |
| SPSM | New | SPDR SER TRportfolio s&p600 | $1,305,000 | – | 33,636 | +100.0% | 0.71% | – |
| SBSW | New | SIBANYE STILLWATER LTDsponsored adr | $525,000 | – | 38,176 | +100.0% | 0.28% | – |
| SMMU | New | PIMCO ETF TRshtrm mun bd act | $485,000 | – | 9,821 | +100.0% | 0.26% | – |
| BAPR | New | INNOVATOR ETFS TRus eqt bufr apr | $452,000 | – | 14,250 | +100.0% | 0.25% | – |
| AOA | New | ISHARES TRaggres alloc etf | $262,000 | – | 4,089 | +100.0% | 0.14% | – |
| PEP | New | PEPSICO INC | $227,000 | – | 1,319 | +100.0% | 0.12% | – |
| CVX | New | CHEVRON CORP NEW | $217,000 | – | 1,384 | +100.0% | 0.12% | – |
| New | IRONNET INC | $30,000 | – | 11,150 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2022-05-02
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| ISHARES TR | 12 | Q3 2023 | 17.0% |
| INVESCO QQQ TR | 12 | Q3 2023 | 8.7% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 5.7% |
| J P MORGAN EXCHANGE-TRADED F | 12 | Q3 2023 | 4.3% |
| VANGUARD INDEX FDS | 12 | Q3 2023 | 4.5% |
| ISHARES TR | 12 | Q3 2023 | 5.4% |
| FIRST TR EXCH TRADED FD III | 12 | Q3 2023 | 3.3% |
| FIRST TR EXCHNG TRADED FD VI | 12 | Q3 2023 | 4.3% |
| ISHARES TR | 12 | Q3 2023 | 3.7% |
| SCHWAB STRATEGIC TR | 12 | Q3 2023 | 6.1% |
View BCGM Wealth Management, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 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 |
| 13F-HR | 2022-08-01 |
| 13F-HR | 2022-05-02 |
| 13F-HR | 2022-02-01 |
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.