BCWM, LLC Diversified Active

CIK: 0001542165 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 13, 2019

Total Value ($000): $250,240 (100.0% shares, 0.0% debt)

Holdings (73)

SCHF SCHWAB STRATEGIC TR 6.1%
Value ($000) $15,305 Shares 476,940 Est. Cost $28.66 Unrealized
EMB ISHARES TR 5.8%
Value ($000) $14,465 Shares 127,679 Est. Cost $112.40 Unrealized
ISHARES GOLD TRUST 3.6%
Value ($000) $9,081 Shares 672,669 Est. Cost $15.52 Unrealized
EMLC VANECK VECTORS ETF TR 2.8%
Value ($000) $6,968 Shares 200,810 Est. Cost $34.70 Unrealized
WMT WALMART INC 2.5%
Value ($000) $6,322 Shares 57,223 Est. Cost $20.04 Unrealized +56.2%
ALB ALBEMARLE CORP 2.5%
Value ($000) $6,228 Shares 88,447 Est. Cost $67.39 Unrealized 0.0%
GLOBAL X FDS 2.2%
Value ($000) $5,630 Shares 588,888 Est. Cost $7.99 Unrealized
LMT LOCKHEED MARTIN CORP 2.1%
Value ($000) $5,370 Shares 14,771 Est. Cost $180.33 Unrealized +55.1%
DUK DUKE ENERGY CORP NEW 2.1%
Value ($000) $5,359 Shares 60,727 Est. Cost $55.04 Unrealized +23.1%
MSFT MICROSOFT CORP 2.1%
Value ($000) $5,321 Shares 39,719 Est. Cost $48.30 Unrealized +147.5%
MDT MEDTRONIC PLC 2.1%
Value ($000) $5,247 Shares 53,879 Est. Cost $64.64 Unrealized +17.9%
CAG CONAGRA BRANDS INC 2.1%
Value ($000) $5,145 Shares 194,007 Est. Cost $24.37 Unrealized -8.9%
VANECK VECTORS ETF TR 2.1%
Value ($000) $5,144 Shares 217,691 Est. Cost $22.00 Unrealized
GLW CORNING INC 2.1%
Value ($000) $5,136 Shares 154,545 Est. Cost $14.43 Unrealized +84.4%
CERNER CORP 2.0%
Value ($000) $5,021 Shares 68,506 Est. Cost $119.66 Unrealized
ACTIVISION BLIZZARD INC 2.0%
Value ($000) $5,011 Shares 106,164 Est. Cost $45.55 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.0%
Value ($000) $4,911 Shares 42,476 Est. Cost $96.12 Unrealized +22.8%
PSX PHILLIPS 66 2.0%
Value ($000) $4,904 Shares 52,430 Est. Cost $54.14 Unrealized +26.5%
XBI SPDR SERIES TRUST 1.9%
Value ($000) $4,748 Shares 54,132 Est. Cost $222.59 Unrealized
AAPL APPLE INC 1.9%
Value ($000) $4,735 Shares 23,925 Est. Cost $21.52 Unrealized +116.7%
INDA ISHARES TR 1.8%
Value ($000) $4,612 Shares 130,655 Est. Cost $29.65 Unrealized
ETF SER SOLUTIONS 1.8%
Value ($000) $4,605 Shares 218,138 Est. Cost $21.39 Unrealized
EWW ISHARES INC 1.8%
Value ($000) $4,419 Shares 101,869 Est. Cost $50.85 Unrealized
HII HUNTINGTON INGALLS INDS INC 1.8%
Value ($000) $4,402 Shares 19,588 Est. Cost $176.90 Unrealized +4.6%
EWM ISHARES INC 1.7%
Value ($000) $4,363 Shares 146,738 Est. Cost $29.94 Unrealized
TUR ISHARES INC 1.7%
Value ($000) $4,271 Shares 179,287 Est. Cost $29.20 Unrealized
DHI D R HORTON INC 1.7%
Value ($000) $4,251 Shares 98,565 Est. Cost $23.66 Unrealized +74.5%
INTC INTEL CORP 1.7%
Value ($000) $4,186 Shares 87,454 Est. Cost $20.61 Unrealized +109.1%
LUV SOUTHWEST AIRLS CO 1.6%
Value ($000) $4,005 Shares 78,869 Est. Cost $44.75 Unrealized +6.3%
ZBH ZIMMER BIOMET HLDGS INC 1.5%
Value ($000) $3,848 Shares 32,685 Est. Cost $102.17 Unrealized +8.6%
ANGLOGOLD ASHANTI LTD 1.4%
Value ($000) $3,609 Shares 202,643 Est. Cost $28.67 Unrealized
NVS NOVARTIS A G 1.4%
Value ($000) $3,446 Shares 37,744 Est. Cost $73.30 Unrealized
SCHE SCHWAB STRATEGIC TR 1.4%
Value ($000) $3,415 Shares 130,126 Est. Cost $46.73 Unrealized
BARRICK GOLD CORPORATION 1.3%
Value ($000) $3,273 Shares 207,526 Est. Cost $13.74 Unrealized
CCL CARNIVAL CORP 1.3%
Value ($000) $3,145 Shares 67,556 Est. Cost $61.09 Unrealized -17.7%
TALLGRASS ENERGY LP 1.2%
Value ($000) $3,042 Shares 144,082 Est. Cost $23.31 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value ($000) $2,984 Shares 75,078 Est. Cost $33.65 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $2,944 Shares 37,485 Est. Cost $56.86 Unrealized +2.5%
LQD ISHARES TR 1.2%
Value ($000) $2,938 Shares 23,623 Est. Cost $116.26 Unrealized
CI CIGNA CORP NEW 1.2%
Value ($000) $2,932 Shares 18,608 Est. Cost $164.83 Unrealized -13.0%
KHC KRAFT HEINZ CO 1.2%
Value ($000) $2,929 Shares 94,352 Est. Cost $32.59 Unrealized -30.0%
T AT&T INC 1.2%
Value ($000) $2,926 Shares 87,311 Est. Cost $14.51 Unrealized +3.9%
F FORD MTR CO DEL 1.2%
Value ($000) $2,925 Shares 285,893 Est. Cost $7.27 Unrealized -2.2%
XOM EXXON MOBIL CORP 1.2%
Value ($000) $2,920 Shares 38,102 Est. Cost $55.89 Unrealized +1.8%
NEM NEWMONT GOLDCORP CORPORATION 1.2%
Value ($000) $2,910 Shares 75,650 Est. Cost $22.53 Unrealized +24.0%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value ($000) $2,900 Shares 21,028 Est. Cost $97.57 Unrealized +1.1%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,876 Shares 20,651 Est. Cost $60.82 Unrealized +88.7%
OXY OCCIDENTAL PETE CORP 1.1%
Value ($000) $2,812 Shares 55,925 Est. Cost $48.84 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value ($000) $2,756 Shares 64,806 Est. Cost $95.61 Unrealized
DOW DOW INC 1.1%
Value ($000) $2,735 Shares 55,462 Est. Cost $36.37 Unrealized 0.0%
MO ALTRIA GROUP INC 1.1%
Value ($000) $2,713 Shares 57,298 Est. Cost $32.08 Unrealized -3.6%
ABBV ABBVIE INC 1.0%
Value ($000) $2,599 Shares 35,744 Est. Cost $67.61 Unrealized -12.2%
HOSPITALITY PPTYS TR 0.8%
Value ($000) $2,116 Shares 84,633 Est. Cost $71.11 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,652 Shares 23,416 Est. Cost $599.29 Unrealized
HEARTLAND FINL USA INC 0.4%
Value ($000) $1,066 Shares 23,828 Est. Cost $44.74 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $955 Shares 18,023 Est. Cost $477.99 Unrealized
PROSPECT CAPITAL CORPORATION 0.2%
Value ($000) $565 Shares 564,000 Est. Cost $9.03 Unrealized
HYS PIMCO ETF TR 0.2%
Value ($000) $501 Shares 4,992 Est. Cost $100.36 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $495 Shares 8,818 Est. Cost $53.27 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $462 Shares 5,137 Est. Cost $85.45 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value ($000) $460 Shares 8,061 Est. Cost $54.94 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value ($000) $447 Shares 6,255 Est. Cost $54.86 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value ($000) $423 Shares 3,855 Est. Cost $70.33 Unrealized +28.7%
PCY INVESCO EXCHNG TRADED FD TR 0.1%
Value ($000) $364 Shares 12,532 Est. Cost $28.00 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $346 Shares 1,880 Est. Cost $103.50 Unrealized +41.2%
CFFN CAPITOL FED FINL INC 0.1%
Value ($000) $295 Shares 21,400 Est. Cost $8.42 Unrealized +2.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value ($000) $222 Shares 7,700 Est. Cost $29.09 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value ($000) $217 Shares 8,925 Est. Cost $24.52 Unrealized
EDV VANGUARD WORLD FD 0.1%
Value ($000) $211 Shares 1,660 Est. Cost $640.69 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value ($000) $211 Shares 14,963 Est. Cost $129.14 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value ($000) $201 Shares 1,203 Est. Cost $137.94 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value ($000) $200 Shares 3,126 Est. Cost $63.98 Unrealized
ACELRX PHARMACEUTICALS INC 0.0%
Value ($000) $89 Shares 35,100 Est. Cost $23.11 Unrealized