Institution Information
| Reportee | Signature Date | Report period | Total Entries | Total AUM($) |
|---|---|---|---|---|
| BCWM LLC | 02-13-2024 | 12-31-2023 | 62 | 295,075,008 |
Institutional Holdings
| Issuer | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta(%) | Date Reported |
|---|---|---|---|---|---|---|---|---|---|
| SCHWAB STRATEGIC TR | INTL EQTY ETF | 1 | $15,105,624 | 408,702 | 0.01 | 5.79 | -84,541 | -17.14 | 12-31-2023 |
| DUKE ENERGY CORP NEW | COM NEW | 2 | $11,843,748 | 122,050 | 0.00 | 3.56 | 1,488 | 1.23 | 12-31-2023 |
| SEMPRA | SEMPRA COM | 3 | $10,494,149 | 140,428 | 0.00 | 140,428 | +Inf | 12-31-2023 | |
| JPMORGAN CHASE & CO | COM | 4 | $10,129,731 | 59,552 | 0.00 | 2.98 | -2,666 | -4.28 | 12-31-2023 |
