BCGM Wealth Management, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Lafayette, IN
CIK
0001830467
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 134 245,589 ITOT, IVV, SCHD, QQQ RESTATEMENT 2/13/2024 000176538024000105
Q3 2023 120 217,668 ITOT, SCHD, IVV, QQQ 13F-HR 11/8/2023 000176538023000213
Q2 2023 116 227,065 IVV, SCHD, QQQ, JMST 13F-HR 8/7/2023 000176538023000128
Q1 2023 96 198,256 IVV, SCHD, VIGI, JMST 13F-HR 5/2/2023 000176538023000070
Q4 2022 108 205,617 IVV, SCHD, QQQ, JMST 13F-HR 2/7/2023 000176538023000030
Q3 2022 109 200,211 IVV, SCHD, QQQ, JMST 13F-HR 11/3/2022 000176538022000138
Q2 2022 104 197,186 IVV, SCHD, QQQ, VIGI 13F-HR 8/1/2022 000183046722000005
Q1 2022 106 184,018 IVV, SCHD, VOO, QQQ 13F-HR 5/2/2022 000183046722000004
Q4 2021 107 186,085 IVV, BBUS, VOO, QQQ 13F-HR 2/1/2022 000183046722000002
Q3 2021 101 179,630 IVV, BBUS, ISTB, VOO 13F-HR 11/1/2021 000183046721000007
Q2 2021 97 168,681 IVV, BBUS, ISTB, VOO 13F-HR 8/2/2021 000183046721000006
Q1 2021 94 146,254 IVV, QQQ, VOO, ISTB 13F-HR 4/21/2021 000183046721000003
Q4 2020 95 141,215 IVV, QQQ, SCHV, VOO 13F-HR 2/16/2021 000183046721000002
Additional filings from BCGM Wealth Management, LLC that have since been restated