BCWM, LLC Diversified Active

Location: Overland Park, KS

CIK: 0001542165 · Show all filings

Period: Q2 2019 (← Previous) (Next →)

Filing Date: Aug 13, 2019

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

Holdings (73)

SCHF SCHWAB STRATEGIC TR 6.1%
Value $15.3M Shares 476,940 Est. Cost $28.66 Unrealized
EMB ISHARES TR 5.8%
Value $14.46M Shares 127,679 Est. Cost $112.40 Unrealized
ISHARES GOLD TRUST 3.6%
Value $9.081M Shares 672,669 Est. Cost $15.52 Unrealized
EMLC VANECK VECTORS ETF TR 2.8%
Value $6.968M Shares 200,810 Est. Cost $34.70 Unrealized
WMT WALMART INC 2.5%
Value $6.322M Shares 57,223 Est. Cost $20.04 Unrealized +56.2%
ALB ALBEMARLE CORP 2.5%
Value $6.228M Shares 88,447 Est. Cost $67.39 Unrealized 0.0%
GLOBAL X FDS 2.2%
Value $5.63M Shares 588,888 Est. Cost $7.99 Unrealized
LMT LOCKHEED MARTIN CORP 2.1%
Value $5.37M Shares 14,771 Est. Cost $180.33 Unrealized +55.1%
DUK DUKE ENERGY CORP NEW 2.1%
Value $5.359M Shares 60,727 Est. Cost $55.04 Unrealized +23.1%
MSFT MICROSOFT CORP 2.1%
Value $5.321M Shares 39,719 Est. Cost $48.30 Unrealized +147.5%
MDT MEDTRONIC PLC 2.1%
Value $5.247M Shares 53,879 Est. Cost $64.64 Unrealized +17.9%
CAG CONAGRA BRANDS INC 2.1%
Value $5.145M Shares 194,007 Est. Cost $24.37 Unrealized -8.9%
VANECK VECTORS ETF TR 2.1%
Value $5.144M Shares 217,691 Est. Cost $22.00 Unrealized
GLW CORNING INC 2.1%
Value $5.136M Shares 154,545 Est. Cost $14.43 Unrealized +84.4%
CERNER CORP 2.0%
Value $5.021M Shares 68,506 Est. Cost $119.66 Unrealized
ACTIVISION BLIZZARD INC 2.0%
Value $5.011M Shares 106,164 Est. Cost $45.55 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.0%
Value $4.911M Shares 42,476 Est. Cost $96.12 Unrealized +22.8%
PSX PHILLIPS 66 2.0%
Value $4.904M Shares 52,430 Est. Cost $54.14 Unrealized +26.5%
XBI SPDR SERIES TRUST 1.9%
Value $4.748M Shares 54,132 Est. Cost $222.59 Unrealized
AAPL APPLE INC 1.9%
Value $4.735M Shares 23,925 Est. Cost $21.52 Unrealized +116.7%
INDA ISHARES TR 1.8%
Value $4.612M Shares 130,655 Est. Cost $29.65 Unrealized
ETF SER SOLUTIONS 1.8%
Value $4.605M Shares 218,138 Est. Cost $21.39 Unrealized
EWW ISHARES INC 1.8%
Value $4.419M Shares 101,869 Est. Cost $50.85 Unrealized
HII HUNTINGTON INGALLS INDS INC 1.8%
Value $4.402M Shares 19,588 Est. Cost $176.90 Unrealized +4.6%
EWM ISHARES INC 1.7%
Value $4.363M Shares 146,738 Est. Cost $29.94 Unrealized
TUR ISHARES INC 1.7%
Value $4.271M Shares 179,287 Est. Cost $29.20 Unrealized
DHI D R HORTON INC 1.7%
Value $4.251M Shares 98,565 Est. Cost $23.66 Unrealized +74.5%
INTC INTEL CORP 1.7%
Value $4.186M Shares 87,454 Est. Cost $20.61 Unrealized +109.1%
LUV SOUTHWEST AIRLS CO 1.6%
Value $4.005M Shares 78,869 Est. Cost $44.75 Unrealized +6.3%
ZBH ZIMMER BIOMET HLDGS INC 1.5%
Value $3.848M Shares 32,685 Est. Cost $102.17 Unrealized +8.6%
ANGLOGOLD ASHANTI LTD 1.4%
Value $3.609M Shares 202,643 Est. Cost $28.67 Unrealized
NVS NOVARTIS A G 1.4%
Value $3.446M Shares 37,744 Est. Cost $73.30 Unrealized
SCHE SCHWAB STRATEGIC TR 1.4%
Value $3.415M Shares 130,126 Est. Cost $46.73 Unrealized
BARRICK GOLD CORPORATION 1.3%
Value $3.273M Shares 207,526 Est. Cost $13.74 Unrealized
CCL CARNIVAL CORP 1.3%
Value $3.145M Shares 67,556 Est. Cost $61.09 Unrealized -17.7%
TALLGRASS ENERGY LP 1.2%
Value $3.042M Shares 144,082 Est. Cost $23.31 Unrealized
SLB SCHLUMBERGER LTD 1.2%
Value $2.984M Shares 75,078 Est. Cost $33.65 Unrealized 0.0%
PM PHILIP MORRIS INTL INC 1.2%
Value $2.944M Shares 37,485 Est. Cost $56.86 Unrealized +2.5%
LQD ISHARES TR 1.2%
Value $2.938M Shares 23,623 Est. Cost $116.26 Unrealized
CI CIGNA CORP NEW 1.2%
Value $2.932M Shares 18,608 Est. Cost $164.83 Unrealized -13.0%
KHC KRAFT HEINZ CO 1.2%
Value $2.929M Shares 94,352 Est. Cost $32.59 Unrealized -30.0%
T AT&T INC 1.2%
Value $2.926M Shares 87,311 Est. Cost $14.51 Unrealized +3.9%
F FORD MTR CO DEL 1.2%
Value $2.925M Shares 285,893 Est. Cost $7.27 Unrealized -2.2%
XOM EXXON MOBIL CORP 1.2%
Value $2.92M Shares 38,102 Est. Cost $55.89 Unrealized +1.8%
NEM NEWMONT GOLDCORP CORPORATION 1.2%
Value $2.91M Shares 75,650 Est. Cost $22.53 Unrealized +24.0%
IBM INTERNATIONAL BUSINESS MACHS 1.2%
Value $2.9M Shares 21,028 Est. Cost $97.57 Unrealized +1.1%
JNJ JOHNSON & JOHNSON 1.1%
Value $2.876M Shares 20,651 Est. Cost $60.82 Unrealized +88.7%
OXY OCCIDENTAL PETE CORP 1.1%
Value $2.812M Shares 55,925 Est. Cost $48.84 Unrealized 0.0%
VWO VANGUARD INTL EQUITY INDEX F 1.1%
Value $2.756M Shares 64,806 Est. Cost $95.61 Unrealized
DOW DOW INC 1.1%
Value $2.735M Shares 55,462 Est. Cost $36.37 Unrealized 0.0%
MO ALTRIA GROUP INC 1.1%
Value $2.713M Shares 57,298 Est. Cost $32.08 Unrealized -3.6%
ABBV ABBVIE INC 1.0%
Value $2.599M Shares 35,744 Est. Cost $67.61 Unrealized -12.2%
HOSPITALITY PPTYS TR 0.8%
Value $2.116M Shares 84,633 Est. Cost $71.11 Unrealized
SCHB SCHWAB STRATEGIC TR 0.7%
Value $1.652M Shares 23,416 Est. Cost $599.29 Unrealized
HEARTLAND FINL USA INC 0.4%
Value $1.066M Shares 23,828 Est. Cost $44.74 Unrealized
SCHZ SCHWAB STRATEGIC TR 0.4%
Value $955K Shares 18,023 Est. Cost $477.99 Unrealized
PROSPECT CAPITAL CORPORATION 0.2%
Value $565K Shares 564,000 Est. Cost $9.03 Unrealized
HYS PIMCO ETF TR 0.2%
Value $501K Shares 4,992 Est. Cost $100.36 Unrealized
SCHV SCHWAB STRATEGIC TR 0.2%
Value $495K Shares 8,818 Est. Cost $53.27 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value $462K Shares 5,137 Est. Cost $85.45 Unrealized
SCHM SCHWAB STRATEGIC TR 0.2%
Value $460K Shares 8,061 Est. Cost $54.94 Unrealized
SCHA SCHWAB STRATEGIC TR 0.2%
Value $447K Shares 6,255 Est. Cost $54.86 Unrealized
PG PROCTER AND GAMBLE CO 0.2%
Value $423K Shares 3,855 Est. Cost $70.33 Unrealized +28.7%
PCY INVESCO EXCHNG TRADED FD TR 0.1%
Value $364K Shares 12,532 Est. Cost $28.00 Unrealized
AMGN AMGEN INC 0.1%
Value $346K Shares 1,880 Est. Cost $103.50 Unrealized +41.2%
CFFN CAPITOL FED FINL INC 0.1%
Value $295K Shares 21,400 Est. Cost $8.42 Unrealized +2.8%
EPD ENTERPRISE PRODS PARTNERS L 0.1%
Value $222K Shares 7,700 Est. Cost $29.09 Unrealized
PAA PLAINS ALL AMERN PIPELINE L 0.1%
Value $217K Shares 8,925 Est. Cost $24.52 Unrealized
EDV VANGUARD WORLD FD 0.1%
Value $211K Shares 1,660 Est. Cost $640.69 Unrealized
ET ENERGY TRANSFER LP 0.1%
Value $211K Shares 14,963 Est. Cost $129.14 Unrealized
MSI MOTOROLA SOLUTIONS INC 0.1%
Value $201K Shares 1,203 Est. Cost $137.94 Unrealized 0.0%
MAGELLAN MIDSTREAM PRTNRS LP 0.1%
Value $200K Shares 3,126 Est. Cost $63.98 Unrealized
ACELRX PHARMACEUTICALS INC 0.0%
Value $89,000 Shares 35,100 Est. Cost $23.11 Unrealized