Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
---|---|---|---|---|
BCM ADVISORS LLC | 01-31-2024 | 12-31-2023 | 66 | 380,610,012 |
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 |