Institution Information
Reportee Signature Date Report period Total Entries Total AUM($)
BCM ADVISORS LLC 01-31-2024 12-31-2023 66 380,610,012
Institutional Holdings
Issuer Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta(%) Date Reported
Vanguard Intermediate Bond Equities 1 $56,939,540 749,599 0.01 0.02 52,784 7.58 12-31-2023
DIMENSIONAL US CORE EQUITY MARKT ETF Equities 2 $53,676,769 1,571,334 0.01 0.01 112,977 7.75 12-31-2023
SPDR Gold Share Equities 3 $47,516,193 251,955 0.01 0.01 3,152 1.27 12-31-2023
Ishares Tr Barclays Bond Equities 4 $31,841,258 332,650 0.01 0.01 39,092 13.32 12-31-2023
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