BCWM, LLC Diversified Active

CIK: 0001542165 · Show all filings

Period: Q2 2014 (← Previous) (Next →)

Filing Date: Aug 13, 2014

Total Value ($000): $196,187 (100.0% shares, 0.0% debt)

Holdings (90)

SCHE SCHWAB STRATEGIC TR 6.2%
Value ($000) $12,148 Shares 466,655 Est. Cost $23.77 Unrealized
VWO VANGUARD INTL EQUITY INDEX F 3.0%
Value ($000) $5,800 Shares 134,457 Est. Cost $39.80 Unrealized
WELLPOINT INC 2.8%
Value ($000) $5,542 Shares 51,498 Est. Cost $82.50 Unrealized
LEA LEAR CORP 2.7%
Value ($000) $5,357 Shares 59,968 Est. Cost $48.30 Unrealized +46.1%
MORGAN STANLEY EMER MKS DEB 2.7%
Value ($000) $5,331 Shares 524,631 Est. Cost $10.08 Unrealized
NVDA NVIDIA CORP 2.7%
Value ($000) $5,215 Shares 281,246 Est. Cost $0.33 Unrealized +34.5%
COP CONOCOPHILLIPS 2.4%
Value ($000) $4,634 Shares 54,053 Est. Cost $40.38 Unrealized +32.1%
GANNETT INC 2.3%
Value ($000) $4,602 Shares 146,978 Est. Cost $24.59 Unrealized
TRN TRINITY INDS INC 2.3%
Value ($000) $4,546 Shares 103,968 Est. Cost $15.14 Unrealized +33.0%
BAC BANK OF AMERICA CORPORATION 2.2%
Value ($000) $4,383 Shares 285,158 Est. Cost $13.22 Unrealized -7.4%
INTC INTEL CORP 2.1%
Value ($000) $4,191 Shares 135,623 Est. Cost $17.18 Unrealized +20.4%
SUNEDISON INC 2.1%
Value ($000) $4,142 Shares 183,240 Est. Cost $9.07 Unrealized
SCHF SCHWAB STRATEGIC TR 2.1%
Value ($000) $4,080 Shares 123,690 Est. Cost $27.24 Unrealized
HIG HARTFORD FINL SVCS GROUP INC 2.0%
Value ($000) $3,987 Shares 111,315 Est. Cost $22.35 Unrealized +23.3%
DHI DR HORTON INC 1.9%
Value ($000) $3,659 Shares 148,849 Est. Cost $17.20 Unrealized +17.0%
ARW ARROW ELECTRS INC 1.8%
Value ($000) $3,523 Shares 58,309 Est. Cost $39.31 Unrealized +48.2%
PSX PHILLIPS 66 1.8%
Value ($000) $3,508 Shares 43,607 Est. Cost $40.66 Unrealized +33.3%
WMT WAL-MART STORES INC 1.8%
Value ($000) $3,488 Shares 46,457 Est. Cost $20.00 Unrealized +2.6%
AVT AVNET INC 1.7%
Value ($000) $3,373 Shares 76,114 Est. Cost $33.27 Unrealized +2.9%
BK BANK NEW YORK MELLON CORP 1.7%
Value ($000) $3,308 Shares 88,260 Est. Cost $25.37 Unrealized +2.8%
AGCO Agco Corp 1.6%
Value ($000) $3,209 Shares 57,064 Est. Cost $42.13 Unrealized +3.4%
NSC NORFOLK SOUTHERN CORP 1.6%
Value ($000) $3,176 Shares 30,821 Est. Cost $57.67 Unrealized +31.8%
BMY BRISTOL MYERS SQUIBB CO 1.6%
Value ($000) $3,162 Shares 65,182 Est. Cost $29.14 Unrealized +14.9%
MSFT MICROSOFT CORP 1.6%
Value ($000) $3,089 Shares 74,055 Est. Cost $27.08 Unrealized +25.4%
ISHARES 1.5%
Value ($000) $2,902 Shares 166,920 Est. Cost $12.24 Unrealized
FCX FREEPORT-MCMORAN COPPER & GO 1.4%
Value ($000) $2,776 Shares 76,051 Est. Cost $24.86 Unrealized +18.9%
AngloGold Ashanti Ltd 1.4%
Value ($000) $2,751 Shares 159,818 Est. Cost $14.30 Unrealized
MARKET VEXTORS ETF TR 1.4%
Value ($000) $2,679 Shares 101,725 Est. Cost $25.41 Unrealized
GLOBAL X FDS 1.3%
Value ($000) $2,595 Shares 115,299 Est. Cost $24.40 Unrealized
EWZ ISHARES 1.3%
Value ($000) $2,585 Shares 54,082 Est. Cost $44.19 Unrealized
FLIR SYS INC 1.3%
Value ($000) $2,570 Shares 73,979 Est. Cost $28.02 Unrealized
ECH ISHARES 1.3%
Value ($000) $2,565 Shares 56,524 Est. Cost $45.55 Unrealized
TRW AUTOMOTIVE HLDGS CORP 1.3%
Value ($000) $2,562 Shares 28,617 Est. Cost $66.45 Unrealized
JNJ JOHNSON & JOHNSON 1.3%
Value ($000) $2,528 Shares 24,156 Est. Cost $59.77 Unrealized +22.4%
URS CORP NEW 1.3%
Value ($000) $2,495 Shares 54,414 Est. Cost $47.06 Unrealized
TRIUMPH GROUP INC NEW 1.2%
Value ($000) $2,364 Shares 33,850 Est. Cost $66.87 Unrealized
C CITIGROUP INC 1.2%
Value ($000) $2,329 Shares 49,432 Est. Cost $36.63 Unrealized -3.3%
MORGAN STANLEY EM MKTS DM DE 1.1%
Value ($000) $2,233 Shares 167,638 Est. Cost $13.32 Unrealized
OMNIVISION TECHNOLOGIES INC 1.1%
Value ($000) $2,193 Shares 99,747 Est. Cost $17.62 Unrealized
T AT&T INC 1.1%
Value ($000) $2,138 Shares 60,460 Est. Cost $11.33 Unrealized +3.9%
ISHARES GOLD TRUST 1.1%
Value ($000) $2,095 Shares 162,640 Est. Cost $12.00 Unrealized
WYNDHAM WORLDWIDE CORP 1.1%
Value ($000) $2,083 Shares 27,500 Est. Cost $60.31 Unrealized
HOSPITALITY PPTYS TR 1.0%
Value ($000) $1,985 Shares 65,278 Est. Cost $26.50 Unrealized
SCHB SCHWAB STRATEGIC TR 1.0%
Value ($000) $1,865 Shares 39,062 Est. Cost $38.91 Unrealized
GLW CORNING INC 0.9%
Value ($000) $1,828 Shares 83,262 Est. Cost $10.50 Unrealized +49.2%
SIEGY SIEMENS A G 0.9%
Value ($000) $1,807 Shares 13,663 Est. Cost $102.97 Unrealized
ADM ARCHER DANIELS MIDLAND CO 0.9%
Value ($000) $1,753 Shares 39,719 Est. Cost $25.04 Unrealized +26.2%
F FORD MTR CO DEL 0.9%
Value ($000) $1,687 Shares 97,825 Est. Cost $7.61 Unrealized +16.6%
CSCO CISCO SYS INC 0.8%
Value ($000) $1,636 Shares 65,828 Est. Cost $15.31 Unrealized +8.7%
AAPL APPLE INC 0.8%
Value ($000) $1,570 Shares 16,891 Est. Cost $17.67 Unrealized +5.6%
ALLIANCEBERNSTEIN GBL HGH IN 0.8%
Value ($000) $1,513 Shares 105,249 Est. Cost $15.02 Unrealized
GOGO GOGO INC 0.7%
Value ($000) $1,471 Shares 75,200 Est. Cost $17.23 Unrealized 0.0%
ORBOTECH LTD 0.7%
Value ($000) $1,465 Shares 96,506 Est. Cost $12.47 Unrealized
PH PARKER HANNIFIN CORP 0.7%
Value ($000) $1,455 Shares 11,572 Est. Cost $99.29 Unrealized +3.5%
PIER 1 IMPORTS INC 0.7%
Value ($000) $1,446 Shares 93,800 Est. Cost $15.42 Unrealized
LQD ISHARES 0.7%
Value ($000) $1,424 Shares 11,932 Est. Cost $113.66 Unrealized
CMI CUMMINS INC 0.7%
Value ($000) $1,417 Shares 9,181 Est. Cost $81.53 Unrealized +35.8%
NEM NEWMONT MINING CORP 0.7%
Value ($000) $1,301 Shares 51,119 Est. Cost $24.54 Unrealized -23.6%
TEMPLETON GLOBAL INCOME FD 0.6%
Value ($000) $1,258 Shares 152,219 Est. Cost $8.64 Unrealized
BUNGE LIMITED 0.6%
Value ($000) $1,248 Shares 16,492 Est. Cost $70.76 Unrealized
TEX TEREX CORP NEW 0.6%
Value ($000) $1,217 Shares 29,600 Est. Cost $40.65 Unrealized 0.0%
DSW INC 0.6%
Value ($000) $1,139 Shares 40,732 Est. Cost $27.96 Unrealized
ROCKET FUEL INC 0.5%
Value ($000) $1,042 Shares 33,500 Est. Cost $31.10 Unrealized
OCWEN FINL CORP 0.5%
Value ($000) $1,001 Shares 26,955 Est. Cost $37.14 Unrealized
ASTRAZENECA PLC 0.5%
Value ($000) $933 Shares 12,546 Est. Cost $74.37 Unrealized
MELLANOX TECHNOLOGIES LTD 0.5%
Value ($000) $903 Shares 25,900 Est. Cost $34.86 Unrealized
CATAMARAN CORP 0.4%
Value ($000) $870 Shares 19,700 Est. Cost $44.16 Unrealized
MAGICJACK VOCALTEC LTD 0.4%
Value ($000) $868 Shares 57,350 Est. Cost $15.14 Unrealized
DRAGONWAVE INC 0.4%
Value ($000) $818 Shares 389,200 Est. Cost $2.49 Unrealized
GLD SPDR GOLD TRUST 0.4%
Value ($000) $757 Shares 5,908 Est. Cost $116.04 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $704 Shares 13,562 Est. Cost $50.31 Unrealized
PG PROCTER & GAMBLE CO 0.3%
Value ($000) $621 Shares 7,895 Est. Cost $55.00 Unrealized +6.0%
POWERSHARES GLOBAL ETF TRUST 0.3%
Value ($000) $547 Shares 18,736 Est. Cost $27.30 Unrealized
PM PHILIP MORRIS INTL INC 0.3%
Value ($000) $492 Shares 5,829 Est. Cost $49.85 Unrealized -3.2%
SOHU COM INC 0.2%
Value ($000) $486 Shares 8,413 Est. Cost $57.77 Unrealized
Prospect Capital Corp 0.2%
Value ($000) $386 Shares 370,000 Est. Cost $1.05 Unrealized
Visalia CA USD GO 0.2%
Value ($000) $379 Shares 1,000,000 Est. Cost $0.38 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $379 Shares 6,899 Est. Cost $44.04 Unrealized
CLAYMORE EXCHANGE TRD FD TR 0.2%
Value ($000) $364 Shares 13,234 Est. Cost $26.34 Unrealized
SCHC SCHWAB STRATEGIC TR 0.2%
Value ($000) $350 Shares 10,201 Est. Cost $27.02 Unrealized
JOHNSON CTLS INC 0.2%
Value ($000) $322 Shares 6,430 Est. Cost $35.82 Unrealized
BIIB BIOGEN IDEC INC 0.1%
Value ($000) $292 Shares 923 Est. Cost $213.68 Unrealized +40.8%
CVX CHEVRON CORP NEW 0.1%
Value ($000) $270 Shares 2,068 Est. Cost $71.30 Unrealized +6.5%
AMGEN INC 0.1%
Value ($000) $262 Shares 2,208 Est. Cost $118.66 Unrealized
CENTURYLINK INC 0.1%
Value ($000) $244 Shares 6,727 Est. Cost $35.38 Unrealized
SUNEDISON SEMICONDUCTOR LTD 0.1%
Value ($000) $214 Shares 12,600 Est. Cost $16.98 Unrealized
RALLY SOFTWARE DEV CORP 0.1%
Value ($000) $163 Shares 14,938 Est. Cost $10.91 Unrealized
HLIT HARMONIC INC 0.0%
Value ($000) $88 Shares 11,725 Est. Cost $6.72 Unrealized +7.1%
DISCOVERY LABORATORIES INC N 0.0%
Value ($000) $29 Shares 16,000 Est. Cost $1.81 Unrealized
AMARIN CORP PLC 0.0%
Value ($000) $22 Shares 12,000 Est. Cost $1.83 Unrealized