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 |
|---|---|---|---|---|---|---|---|---|---|
| META PLATFORMS INC | CL A | 101 | $440,680 | 1,245 | 0.00 | 0.00 | 0 | 0.00 | 12-31-2023 |
| VANGUARD INDEX FDS | TOTAL STK MKT | 102 | $429,843 | 1,812 | 0.00 | 0.00 | 1 | 0.06 | 12-31-2023 |
| ISHARES TR | CORE S&P MCP ETF | 103 | $429,449 | 1,550 | 0.00 | 0.00 | 29 | 1.91 | 12-31-2023 |
| ISHARES TR | MSCI EAFE MIN VL | 104 | $415,194 | 5,988 | 0.00 | 0.00 | 46 | 0.77 | 12-31-2023 |
