BCS Wealth Management
Q4 2024 13F Holdings
- Locationjohnson city, TN
- Num holdings
256
- Value ($000)
$402
- Date Filed01/13/2025
- Form type13F-HR
- CIK0001798172
- 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 |
|---|---|---|---|---|---|---|---|
VOO VANGUARD INDEX FDS | S&P 500 ETF SHS | 922908363 | $27.51K | 7 % | 51,059 | ||
SCHX SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $17.29K | 4 % | 746,081 | ||
BSCP INVESCO EXCH TRD SLF IDX FD | BULSHS 2025 CB | 46138J825 | $12.24K | 3 % | 592,568 | ||
BSCQ INVESCO EXCH TRD SLF IDX FD | BULSHS 2026 CB | 46138J791 | $11.34K | 3 % | 583,816 | ||
KRE SPDR SER TR | PRTFLO S&P500 GW | 78464A409 | $9.44K | 2 % | 107,444 | ||
VCSH VANGUARD SCOTTSDALE FDS | SHRT TRM CORP BD | 92206C409 | $9.26K | 2 % | 118,718 | ||
SPYV SPDR SER TR | PRTFLO S&P500 VL | 78464A508 | $8.78K | 2 % | 171,766 | ||
AAPL APPLE INC | COM | 037833100 | $8.54K | 2 % | 34,108 | ||
SCHF SCHWAB STRATEGIC TR | INTL EQTY ETF | 808524805 | $8.52K | 2 % | 460,582 | ||
BSCX INVESCO EXCH TRD SLF IDX FD | INVESCO BULLETSH | 46139W825 | $8.43K | 2 % | 408,824 |
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