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 | MSCI USA MIN VOL | 51 | $1,481,960 | 18,992 | 0.00 | 0.00 | -249 | -1.29 | 12-31-2023 |
| SIMON PPTY GROUP INC NEW | COM | 52 | $1,375,969 | 9,646 | 0.00 | 0.00 | -88 | -0.90 | 12-31-2023 |
| J P MORGAN EXCHANGE TRADED F | EQUITY PREMIUM | 53 | $1,359,238 | 24,722 | 0.00 | 0.00 | -36,472 | -59.60 | 12-31-2023 |
| SCHWAB STRATEGIC TR | US LCAP VA ETF | 54 | $1,340,596 | 19,124 | 0.00 | 0.00 | -780 | -3.92 | 12-31-2023 |
