Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BCGM WEALTH MANAGEMENT LLC | 02-08-2024 | 12-31-2023 | 134 | 245,589,418 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| ISHARES TR | CORE S&P TTL STK | 1 | $29,413,347 | 279,515 | 0.01 | 0.01 | -6,836 | -2.39 | 12-31-2023 |
| ISHARES TR | CORE S&P500 ETF | 2 | $13,676,826 | 28,635 | 0.01 | 0.01 | -279 | -0.96 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US DIVIDEND EQ | 3 | $11,286,564 | 148,254 | 0.00 | 0.01 | -34,631 | -18.94 | 12-31-2023 |
| INVESCO QQQ TR | UNIT SER 1 | 4 | $9,459,455 | 23,099 | 0.00 | 0.00 | -1,707 | -6.88 | 12-31-2023 |
