BCGM Wealth Management, LLC
Q1 2025 13F Holdings
- Locationlafayette, IN
- Num holdings
153
- Value ($000)
$325,449
- Date Filed05/08/2025
- 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 Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ITOT ISHARES TR | CORE S&P TTL STK | 464287150 | $29.28 M | 9 % | 239,995 | ||
IVV ISHARES TR | CORE S&P500 ETF | 464287200 | $15.62 M | 5 % | 27,796 | ||
QUAL ISHARES TR | MSCI USA QLT FCT | 46432F339 | $14.37 M | 4 % | 84,103 | ||
IWF ISHARES TR | RUS 1000 GRW ETF | 464287614 | $10.64 M | 3 % | 29,454 | ||
NDQ INVESCO QQQ TR | UNIT SER 1 | 46090E103 | $10.57 M | 3 % | 22,531 | ||
JCPB J P MORGAN EXCHANGE TRADED F | CORE PLUS BD ETF | 46641Q670 | $9.99 M | 3 % | 212,293 | ||
DYNF BLACKROCK ETF TRUST | ISHARES US EQUIT | 09290C103 | $9.17 M | 3 % | 188,010 | ||
JAVA J P MORGAN EXCHANGE TRADED F | ACTIVE VALUE ETF | 46641Q167 | $8.61 M | 3 % | 135,471 | ||
VIGI VANGUARD WHITEHALL FDS | INTL DVD ETF | 921946810 | $6.87 M | 2 % | 82,781 | ||
FMB FIRST TR EXCH TRADED FD III | MANAGD MUN ETF | 33739N108 | $5.89 M | 2 % | 116,745 |
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