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Home > Institutional Investor > Bcgm Wealth Management, Llc > Profile

Instuitional Investor - Bcgm Wealth Management, Llc

Fund Profile
Filing Period:
Fund Name: Bcgm Wealth Management, Llc
Portfolio Value $315,242,212
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Ishares Trust
 IEF 194,106 $24,965,940 7.91%
2.
Ishares Trust
 IEF 28,248 $16,628,808 5.27%
3.
Ishares Tr
 81,155 $14,452,037 4.58%
4.
Invesco Qqq Tr
 22,365 $11,433,561 3.62%
5.
Ishares Trust
 IEF 27,729 $11,135,497 3.53%
Insider Monkey Quarterly Strategy
+334.6% Insider Monkey Quarterly Strategy
+149.4% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through November 14th, 2024)