BWM Planning, LLC
13F Portfolio Filings
Most recent 13F
Q4 2024
Location
The Woodlands, TX
CIK
0002039698
All SEC filings
View on sec.gov
Holdings Value
Quarter
Holdings
Value ($000)
Top Holdings
Form Type
Date Filed
Filing ID
Q4 2024
76
229,838
VTI, DFAI, AAPL, DFAT
13F-HR
1/22/2025
000108514625000408
Q3 2024
76
225,372
DFAI, VTI, IVV, DFAT
13F-HR
10/9/2024
000108514624004738