$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| KJUL | Exit | INNOVATOR ETFS TRus sml cp pwr b | $0 | – | -7,610 | -100.0% | -0.11% | – |
| T | Exit | AT&T INC | $0 | – | -8,313 | -100.0% | -0.11% | – |
| PSEP | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -6,705 | -100.0% | -0.11% | – |
| BND | Exit | VANGUARD BD INDEX FDStotal bnd mrkt | $0 | – | -2,462 | -100.0% | -0.11% | – |
| NVDA | Exit | NVIDIA CORPORATION | $0 | – | -829 | -100.0% | -0.13% | – |
| VCIT | Exit | VANGUARD SCOTTSDALE FDSint-term corp | $0 | – | -2,764 | -100.0% | -0.14% | – |
| KAPR | Exit | INNOVATOR ETFS TRus sml cp pwr et | $0 | – | -10,106 | -100.0% | -0.15% | – |
| NAPR | Exit | INNOVATOR ETFS TRgrwt100 pwr bf | $0 | – | -7,664 | -100.0% | -0.16% | – |
| FPXI | Exit | FIRST TR EXCHANGE TRADED FDintl equity opp | $0 | – | -7,575 | -100.0% | -0.23% | – |
| PMAR | Exit | INNOVATOR ETFS TRus eqty pwr buf | $0 | – | -14,241 | -100.0% | -0.24% | – |
| ARKK | Exit | ARK ETF TRinnovation etf | $0 | – | -5,196 | -100.0% | -0.26% | – |
| RDVY | Exit | FIRST TR EXCHANGE-TRADED FDrisng divd achiv | $0 | – | -13,730 | -100.0% | -0.38% | – |
| KOMP | Exit | SPDR SER TRs&p kensho new | $0 | – | -38,306 | -100.0% | -1.21% | – |
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.