BCWM, LLC Diversified Active

CIK: 0001542165 · Show all filings

Period: Q2 2018 (← Previous) (Next →)

Filing Date: Aug 8, 2018

Total Value ($000): $228,696 (100.0% shares, 0.0% debt)

Holdings (71)

SCHF SCHWAB STRATEGIC TR 6.1%
Value ($000) $14,028 Shares 424,443 Est. Cost $28.18 Unrealized
EMB ISHARES TR 5.7%
Value ($000) $13,149 Shares 123,152 Est. Cost $113.58 Unrealized
ISHARES GOLD TRUST 3.2%
Value ($000) $7,383 Shares 614,196 Est. Cost $16.39 Unrealized
VANECK VECTORS ETF TR 2.8%
Value ($000) $6,362 Shares 373,799 Est. Cost $18.55 Unrealized
XBI SPDR SERIES TRUST 2.7%
Value ($000) $6,133 Shares 64,434 Est. Cost $54.08 Unrealized
NVDA NVIDIA CORP 2.5%
Value ($000) $5,616 Shares 23,708 Est. Cost $0.48 Unrealized +1144.5%
CHKP CHECK POINT SOFTWARE TECH LT 2.3%
Value ($000) $5,275 Shares 54,000 Est. Cost $95.37 Unrealized +3.9%
WMT WALMART INC 2.3%
Value ($000) $5,231 Shares 61,077 Est. Cost $19.88 Unrealized +27.0%
DUK DUKE ENERGY CORP NEW 2.1%
Value ($000) $4,857 Shares 61,419 Est. Cost $54.64 Unrealized +3.3%
AAPL APPLE INC 2.1%
Value ($000) $4,809 Shares 25,977 Est. Cost $21.26 Unrealized +101.1%
PSX PHILLIPS 66 2.0%
Value ($000) $4,649 Shares 41,395 Est. Cost $49.38 Unrealized +68.4%
MSFT MICROSOFT CORP 2.0%
Value ($000) $4,614 Shares 46,792 Est. Cost $48.30 Unrealized +85.8%
INTC INTEL CORP 2.0%
Value ($000) $4,555 Shares 91,623 Est. Cost $18.90 Unrealized +138.3%
GLW CORNING INC 2.0%
Value ($000) $4,464 Shares 162,276 Est. Cost $12.89 Unrealized +73.6%
VANECK VECTORS ETF TR 1.9%
Value ($000) $4,439 Shares 208,981 Est. Cost $22.68 Unrealized
CAG CONAGRA BRANDS INC 1.9%
Value ($000) $4,401 Shares 123,182 Est. Cost $26.09 Unrealized +6.0%
EWW ISHARES INC 1.9%
Value ($000) $4,295 Shares 91,123 Est. Cost $51.34 Unrealized
LMT LOCKHEED MARTIN CORP 1.9%
Value ($000) $4,288 Shares 14,516 Est. Cost $177.32 Unrealized +48.1%
INDA ISHARES TR 1.9%
Value ($000) $4,237 Shares 127,267 Est. Cost $29.49 Unrealized
LUV SOUTHWEST AIRLS CO 1.8%
Value ($000) $4,151 Shares 81,580 Est. Cost $44.54 Unrealized +7.3%
MDT MEDTRONIC PLC 1.8%
Value ($000) $4,061 Shares 47,432 Est. Cost $62.77 Unrealized +9.2%
GLOBAL X FDS 1.8%
Value ($000) $4,060 Shares 444,740 Est. Cost $7.92 Unrealized
DHI D R HORTON INC 1.8%
Value ($000) $4,050 Shares 98,774 Est. Cost $23.10 Unrealized +71.8%
SWX SOUTHWEST GAS HOLDINGS INC 1.8%
Value ($000) $4,044 Shares 53,020 Est. Cost $78.06 Unrealized -6.5%
HII HUNTINGTON INGALLS INDS INC 1.8%
Value ($000) $4,029 Shares 18,585 Est. Cost $176.52 Unrealized +12.0%
BK BANK NEW YORK MELLON CORP 1.7%
Value ($000) $3,984 Shares 73,883 Est. Cost $27.10 Unrealized +64.5%
ETF SER SOLUTIONS 1.7%
Value ($000) $3,950 Shares 163,629 Est. Cost $21.72 Unrealized
RANDGOLD RES LTD 1.7%
Value ($000) $3,804 Shares 49,339 Est. Cost $95.34 Unrealized
EWZ ISHARES INC 1.6%
Value ($000) $3,701 Shares 115,464 Est. Cost $77.02 Unrealized
ZBH ZIMMER BIOMET HLDGS INC 1.6%
Value ($000) $3,555 Shares 31,904 Est. Cost $101.90 Unrealized +0.3%
TRUP TRUPANION INC 1.5%
Value ($000) $3,420 Shares 88,597 Est. Cost $32.01 Unrealized -2.9%
CERNER CORP 1.5%
Value ($000) $3,406 Shares 56,974 Est. Cost $66.68 Unrealized
TUR ISHARES INC 1.5%
Value ($000) $3,344 Shares 110,641 Est. Cost $32.63 Unrealized
CCL CARNIVAL CORP 1.4%
Value ($000) $3,290 Shares 57,400 Est. Cost $62.57 Unrealized -5.8%
VWO VANGUARD INTL EQUITY INDEX F 1.3%
Value ($000) $3,076 Shares 72,893 Est. Cost $96.71 Unrealized
NVS NOVARTIS A G 1.2%
Value ($000) $2,854 Shares 37,783 Est. Cost $73.03 Unrealized
CIGNA CORPORATION 1.2%
Value ($000) $2,641 Shares 15,543 Est. Cost $140.08 Unrealized
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,549 Shares 21,006 Est. Cost $60.82 Unrealized +65.6%
NEM NEWMONT MINING CORP 1.1%
Value ($000) $2,537 Shares 67,267 Est. Cost $21.64 Unrealized +44.9%
MO ALTRIA GROUP INC 1.1%
Value ($000) $2,520 Shares 44,374 Est. Cost $32.20 Unrealized 0.0%
KHC KRAFT HEINZ CO 1.1%
Value ($000) $2,508 Shares 39,924 Est. Cost $41.08 Unrealized 0.0%
VZ VERIZON COMMUNICATIONS INC 1.1%
Value ($000) $2,502 Shares 49,730 Est. Cost $32.21 Unrealized 0.0%
XOM EXXON MOBIL CORP 1.1%
Value ($000) $2,477 Shares 29,945 Est. Cost $55.74 Unrealized +0.7%
SCHE SCHWAB STRATEGIC TR 1.1%
Value ($000) $2,469 Shares 95,377 Est. Cost $28.61 Unrealized
PM PHILIP MORRIS INTL INC 1.1%
Value ($000) $2,446 Shares 30,296 Est. Cost $56.59 Unrealized 0.0%
ANGLOGOLD ASHANTI LTD 1.1%
Value ($000) $2,440 Shares 297,210 Est. Cost $28.97 Unrealized
T AT&T INC 1.0%
Value ($000) $2,346 Shares 73,065 Est. Cost $14.53 Unrealized 0.0%
TALLGRASS ENERGY PARTNERS LP 1.0%
Value ($000) $2,343 Shares 54,104 Est. Cost $47.11 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.0%
Value ($000) $2,290 Shares 16,395 Est. Cost $99.95 Unrealized 0.0%
HOSPITALITY PPTYS TR 1.0%
Value ($000) $2,233 Shares 78,053 Est. Cost $75.29 Unrealized
QCOM QUALCOMM INC 1.0%
Value ($000) $2,232 Shares 39,766 Est. Cost $45.91 Unrealized 0.0%
ABBV ABBVIE INC 1.0%
Value ($000) $2,216 Shares 23,916 Est. Cost $70.51 Unrealized 0.0%
F FORD MTR CO DEL 1.0%
Value ($000) $2,213 Shares 199,877 Est. Cost $7.74 Unrealized 0.0%
LQD ISHARES TR 1.0%
Value ($000) $2,207 Shares 19,262 Est. Cost $115.63 Unrealized
BUCKEYE PARTNERS L P 0.7%
Value ($000) $1,632 Shares 46,435 Est. Cost $56.66 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,592 Shares 24,125 Est. Cost $41.13 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $939 Shares 18,540 Est. Cost $53.55 Unrealized
TALLGRASS ENERGY GP LP 0.3%
Value ($000) $699 Shares 31,521 Est. Cost $22.18 Unrealized
GLD SPDR GOLD TRUST 0.3%
Value ($000) $688 Shares 5,798 Est. Cost $109.85 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $472 Shares 4,739 Est. Cost $100.39 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $472 Shares 8,877 Est. Cost $53.17 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $455 Shares 5,453 Est. Cost $84.84 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $446 Shares 8,132 Est. Cost $54.85 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $443 Shares 6,025 Est. Cost $52.82 Unrealized
EDV VANGUARD WORLD FD 0.2%
Value ($000) $379 Shares 3,307 Est. Cost $114.61 Unrealized
AMGN AMGEN INC 0.2%
Value ($000) $374 Shares 2,027 Est. Cost $103.50 Unrealized +35.5%
POWERSHARES ETF TR II 0.1%
Value ($000) $320 Shares 12,079 Est. Cost $27.62 Unrealized
PG PROCTER AND GAMBLE CO 0.1%
Value ($000) $318 Shares 4,076 Est. Cost $70.33 Unrealized -12.1%
CFFN CAPITOL FED FINL INC 0.1%
Value ($000) $294 Shares 22,305 Est. Cost $8.42 Unrealized -9.0%
BIIB BIOGEN INC 0.1%
Value ($000) $227 Shares 782 Est. Cost $287.35 Unrealized -2.2%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $213 Shares 7,700 Est. Cost $27.66 Unrealized