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Home > Institutional Investor > Bcgm Wealth Management, Llc > Profile

Instuitional Investor - Bcgm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bcgm Wealth Management, Llc
Portfolio Value $245,589,418
Fund Holdings Sector Distribution
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 279,515 $29,413,347 11.97%
2.
Ishares Trust
 IEF 28,635 $13,676,826 5.56%
3.
Schwab Strategic Trust
 FNDF 148,254 $11,286,564 4.59%
4.
Invesco Qqq Tr
 23,099 $9,459,455 3.85%
5.
Vanguard Whitehall Funds
 111,804 $8,870,519 3.61%
Insider Monkey Quarterly Strategy
+246.9% Insider Monkey Quarterly Strategy
+107.5% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
200%
100%
0
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Returns since its inception in May 2014 (through Feb 16th, 2024)