BCGM Wealth Management, LLC
Q4 2024 13F Holdings
- Locationlafayette, IN
- Num holdings
149
- Value ($000)
$315,242
- Date Filed02/04/2025
- Form type13F-HR
- CIK0001830467
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $24.97M | 8 % | 194,106 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $16.63M | 5 % | 28,248 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $14.45M | 5 % | 81,155 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $11.43M | 4 % | 22,365 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $11.14M | 4 % | 27,729 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $10.72M | 3 % | 232,744 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.09M | 3 % | 177,408 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $9.02M | 3 % | 112,803 | ||
DIVI FRANKLIN TEMPLETON ETF TR | INTL COR DIV TIL | 35473P108 | $7.17M | 2 % | 238,765 | ||
FMB FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | $6.16M | 2 % | 120,773 |
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