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Disclosery

13F-HR filed by BCWM, LLC

BCWM, LLC filed this 13F-HR for the quarter ended 2024-12-31, filed 2025-02-12, with 59 holding rows worth $280,715,060 by the sum of the rows.

Accession
0001542165-25-000001
Filer
CIK 1542165
Filed
2025-02-12
Accepted by EDGAR
acceptance time not in the bulk data set
Ingested
Source
SEC quarterly data set

Original filing

13F report for Q4 2024

A holdings report, 59 entries on the cover page, a total value of $5,295,994 stated on the cover page (in dollars after the unit check, H1), rows summing to $280,715,060 with VALUE read as dollars as filed, 13F file number 028-14912. The quarter's positions are built on this report. The resolved quarter.

The cover page states a total of $5,295,994, 98% less than the sum of the rows, $280,715,060. This page uses the sum of the rows.

The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).

Issuer as filedCUSIPClassAmountValueValue read asType
SCHWAB STRATEGIC TR808524805INTL EQTY ETF782,608$14,478,240dollars as filed
TARGET CORP COM87612E106Stock85,274$11,527,286dollars as filed
iShares Gold Trust464285204COM232,432$11,507,708dollars as filed
Salesforce.com, Inc79466L302COM32,709$10,935,740dollars as filed
SEMPRA COM816851109Stock121,300$10,640,461dollars as filed
JPMorgan Chase & Co46625H100COM43,504$10,428,263dollars as filed
Home Depot, Inc437076102COM26,443$10,285,975dollars as filed
Duke Energy Corporation26441C204COM91,100$9,815,114dollars as filed
Walmart Inc.931142103COM103,534$9,354,265dollars as filed
Medtronic PlcG5960L103COM106,656$8,519,705dollars as filed
Lockheed Martin Corporation539830109COM17,342$8,427,052dollars as filed
Microsoft Corp594918104COM19,888$8,382,798dollars as filed
DIGITAL RLTY TR INC COM253868103REIT45,727$8,108,799dollars as filed
NORTHROP GRUMMAN CORP COM666807102Stock17,175$8,059,914dollars as filed
Apple Inc037833100COM30,917$7,742,181dollars as filed
D R HORTON INC COM23331A109Stock52,818$7,385,038dollars as filed
GARMIN LTD SHSH2906T109Stock34,855$7,189,205dollars as filed
STANLEY BLACK & DECKER INC COM854502101Stock82,065$6,589,015dollars as filed
INVESCO EXCHANGE-TRADED FD TR S&P 500 EQUAL WEIGHT ETF46137V357COM35,991$6,306,703dollars as filed
Bristol-Myers Squibb Company110122108COM110,279$6,237,402dollars as filed
SCHWAB STRATEGIC TR808524409US LCAP VA ETF223,137$5,817,182dollars as filed
USBANCORPDEL902973304COM NEW115,644$5,531,259dollars as filed
AT&T Inc00206R102COM242,908$5,531,023dollars as filed
Philip Morris International Inc.718172109COM44,803$5,392,031dollars as filed
Altria Group Inc02209S103COM101,281$5,295,994dollars as filed
ISHARES TR46429B598MSCI INDIA ETF89,834$4,728,847dollars as filed
Amazon.com, Inc023135106COM20,426$4,481,260dollars as filed
Pfizer Inc.717081103COM160,725$4,264,042dollars as filed
Verizon Communications Inc92343V104COM106,292$4,250,625dollars as filed
SPDR SER TR78464A870S&P BIOTECH44,071$3,969,052dollars as filed
FORD MTR CO COM345370860Stock370,362$3,666,584dollars as filed
ISHARES TR464287184CHINA LG-CAP ETF113,704$3,461,160dollars as filed
American Tower Corporation03027X100COM18,267$3,350,312dollars as filed
ISHARES INC46434G814MSCI MLY ETF NEW131,447$3,224,397dollars as filed
CROWN CASTLE INC COM22822V101REIT35,484$3,220,523dollars as filed
ISHARES INC464286780MSCI STH AFR ETF67,187$2,815,803dollars as filed
ISHARES INC MSCI CHILE ETF464286640MSCI CHILE ETF112,212$2,809,794dollars as filed
VANECK ETF TRUST92189F817VANECK VIETNAM240,990$2,766,560dollars as filed
ISHARES TR46429B309MSCI INDONIA ETF145,756$2,693,563dollars as filed
KRAFT HEINZ CO COM500754106Stock68,494$2,103,447dollars as filed
DOW HLDGS INC COM260557103Stock50,239$2,016,086dollars as filed
ZIMMER BIOMET HOLDINGS INC COM98956P102Stock18,766$1,982,253dollars as filed
Vanguard Intermediate-Term Corporate Bond ETF92206C870SHS22,529$1,808,386dollars as filed
iShares iBoxx Inv Grade Corporate Bond ETF464287242SHS16,767$1,791,374dollars as filed
SCHWAB STRATEGIC TR808524839US AGGREGATE B75,697$1,718,322dollars as filed
ROYAL GOLD INC780287108COM8,339$1,099,535dollars as filed
FRANCO NEV CORP COM351858105Stock8,844$1,039,954dollars as filed
VANGUARD WORLD FD921910709EXTENDED DUR15,076$1,020,951dollars as filed
ISHARES TR464288687COM31,240$982,186dollars as filed
BARRICK GOLD CORP067901108COM62,537$969,329dollars as filed
NEWMONT CORP651639106COM25,435$946,698dollars as filed
PIMCO ETF TR72201R88225YR ZERO U S13,178$904,274dollars as filed
Vanguard FTSE Developed Markets ETF921943858SHS15,856$758,234dollars as filed
Schwab US Mid-Cap ETF808524508SHS25,774$714,198dollars as filed
SCHWAB STRATEGIC TR808524706EMRG MKTEQ ETF18,573$494,599dollars as filed
Procter & Gamble Co742718109COM2,657$445,446dollars as filed
PACKAGING CORP AMER COM695156109Stock1,301$292,894dollars as filed
SPDR S&P Homebuilders ETF78464A888SHS2,256$235,752dollars as filed
VANGUARD SCOTTSDALE FDS92206C771SHS4,417$200,267dollars as filed

Amendment chain

FilingRoleFiledAcceptedIngested
13F-HR 0001542165-25-000001this filing2025-02-12acceptance time not in the bulk data set