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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 $472,991,565
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 220,096 $36,155,108 7.64%
2.
Vanguard Malvern Fds - CORE BD ETF
 329,425 $25,442,382 5.38%
3.
Ishares Trust
 IEF 26,331 $19,719,050 4.17%
4.
Invesco Qqq Tr
 23,222 $17,100,651 3.62%
5.
Blackrock Etf Trust
 DYNF 224,827 $15,290,480 3.23%
Insider Monkey Quarterly Strategy
+599.2% Insider Monkey Quarterly Strategy
+227% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
500%
250%
0%

Returns since its inception in May 2014 (through June 2, 2026)

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Past performance does not guarantee future returns. Click to see how the portfolio is constructed.