News + Filings Holdings
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BCGM Wealth Management, LLC
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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SCHWAB STRATEGIC TRUST
| SCHV | Common | 20,036 | -60,505 | 1,344,184,000 | -3,937,667,000 | 0.59 | |
Hist
| 06/30/2023 |
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VANGUARD WHITEHALL FUNDS
| VIGI | Common | 115,087 | -36,945 | 8,641,865,000 | -2,559,861,000 | 3.81 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| ISTB | Common | 76,099 | -39,000 | 3,549,272,000 | -1,878,212,000 | 1.56 | |
Hist
| 06/30/2023 |
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SELECT SECTOR SPDR TRUST
| XLV | Common | 1,641 | -13,986 | 217,747,000 | -1,805,330,000 | 0.10 | |
Hist
| 06/30/2023 |
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AXON ENTERPRISE, INC.
| AAXN | COM | 1,498 | -3,590 | 292,290,000 | -851,747,000 | 0.13 | 0.00 |
Hist
| 06/30/2023 |
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FIRST SOLAR, INC.
| FSLR | Common | 6,683 | -1,346 | 1,270,371,000 | -475,937,000 | 0.56 | |
Hist
| 06/30/2023 |
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J P MORGAN EXCHANGE TRADED F
| JEPI | Common | 68,163 | -9,588 | 3,771,481,000 | -473,720,000 | 1.66 | |
Hist
| 06/30/2023 |
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PROVENA FOODS INC
| PZA | ETF | 39,586 | -816 | 934,230,000 | -22,484,000 | 0.41 | |
Hist
| 06/30/2023 |
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iSHARES TRUST
| IEFA | Common | 8,711 | -170 | 588,011,000 | -5,687,000 | 0.26 | |
Hist
| 06/30/2023 |
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SPDR S&P 500 ETF TRUST
| SPY | Common | 1,012 | -24 | 448,599,000 | 24,471,000 | 0.20 | |
Hist
| 06/30/2023 |
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SIMON PROPERTY GROUP INC /DE/
| SPG | Common | 9,480 | -77 | 1,094,722,000 | 24,585,000 | 0.48 | 0.00 |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 2,246 | -38 | 587,935,000 | 114,096,000 | 0.26 | |
Hist
| 06/30/2023 |
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