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BCGM Wealth Management, LLC

Changes: All | New | Increased | Decreased | Sold Out

Portfolio as of:
NameTickerClassSharesChangeValueChange% Port% OSHistDate
iSHARES TRUST IVVCommon74,0813,71133,018,526,0004,091,014,00014.54  Hist 06/30/2023
2KSOUNDS CORP TWOKCommon202,51967,1827,865,857,0002,754,197,0003.46  Hist 06/30/2023
INVESCO QQQ TRUST, SERIES 1 QQQETF26,4984,3849,788,893,0002,691,886,0004.31  Hist 06/30/2023
VANGUARD INDEX FDS SANDP 500 ETF VOOSTOCK15,0165,2896,115,753,0002,457,640,0002.69  Hist 06/30/2023
Apple Inc. AAPLCommon19,6155,7173,804,739,0001,512,954,0001.68  Hist 06/30/2023
Innovator ETFs Trust PJANCommon102,48238,6273,598,143,0001,477,518,0001.58  Hist 06/30/2023
Schwab US Dividend Equity ETF SCHDcommon185,45420,09713,467,633,0001,370,128,0005.93  Hist 06/30/2023
iSHARES TRUST QUALCommon27,6647,4823,730,999,0001,227,132,0001.64  Hist 06/30/2023
VANGUARD INDEX FDS MID CAP VOSTOCK35,8743,6117,898,122,0001,093,299,0003.48  Hist 06/30/2023
ELI LILLY & Co LLYCommon4,1211,1841,932,842,000924,248,0000.850.00 Hist 06/30/2023
MUBADALA INFRASTRUCTURE PARTNERS LP MUBETF35,4628,1383,784,854,000840,939,0001.67  Hist 06/30/2023
DIAMOND HILL INVESTMENT GROUP INC DHILCommon15,9593,5792,733,777,000696,277,0001.200.52 Hist 06/30/2023
EQUISHARES CORPORATION IWYExchange Traded Fund7,0392,8771,116,067,000537,851,0000.49  Hist 06/30/2023
Innovator ETFs Trust PDECCommon28,51514,882948,979,000520,221,0000.42  Hist 06/30/2023
Farmland Partners Inc. FPICOM221,05116,3662,699,033,000508,905,0001.190.41 Hist 06/30/2023
MICROSOFT CORP MSFTCommon4,3988411,497,617,000472,178,0000.660.00 Hist 06/30/2023
iSHARES TRUST ICSHCommon54,2759,0582,730,035,000457,870,0001.20  Hist 06/30/2023
INVESCO EXCHANGE TRADED FD T SPHQCommon16,9898,310857,095,000446,405,0000.38  Hist 06/30/2023
FIRST TR EXCH TRADED FD III FMBCommon118,2438,9815,992,566,000427,214,0002.64  Hist 06/30/2023
BERKSHIRE HATHAWAY INC BRK/BCommon7,3585952,509,078,000420,866,0001.11  Hist 06/30/2023
JPMORGAN CHASE & CO JPMCommon17,8331,0302,593,674,000404,032,0001.14  Hist 06/30/2023
Lovesac Co LOVECommon90,36719,7762,435,391,000395,311,0001.070.59 Hist 06/30/2023
iSHARES TRUST GOVTCommon217,60120,5074,983,066,000375,002,0002.19  Hist 06/30/2023
iSHARES TRUST USMVCommon19,9364,4521,481,838,000355,532,0000.65  Hist 06/30/2023
Sibanye Stillwater Ltd SBSWSPONSORED ADR236,58198,0641,476,263,000323,805,0000.65  Hist 06/30/2023
Innovator ETFs Trust PFEBCommon26,6038,772819,106,000297,906,0000.36  Hist 06/30/2023
FASTENAL CO FASTCommon28,6672,2031,691,066,000263,598,0000.740.01 Hist 06/30/2023
J P MORGAN EXCHANGE TRADED F JMSTCommon174,6705,6168,847,019,000260,782,0003.90  Hist 06/30/2023
TJX COMPANIES INC /DE/ TJXCommon21,7541,4751,844,527,000255,460,0000.810.00 Hist 06/30/2023
EXXON MOBIL CORP XOMCommon38,8253,1064,164,017,000247,032,0001.830.00 Hist 06/30/2023
GENTEX CORP GNTXCommon62,3355,5381,823,922,000231,902,0000.800.03 Hist 06/30/2023
Coterra Energy Inc. COGCommon85,9685,8732,174,990,000209,466,0000.960.01 Hist 06/30/2023
AMAZON COM INC AMZNCommon3,5201,060458,867,000204,774,0000.20  Hist 06/30/2023
PIMCO ETF Trust SMMUCommon42,3514,0382,097,647,000190,430,0000.92  Hist 06/30/2023
iSHARES TRUST SUBCommon5,5731,851579,795,000190,228,0000.26  Hist 06/30/2023
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