BCWM, LLC Diversified Active

CIK: 0001542165 · Show all filings

Period: Q1 2020 (← Previous) (Next →)

Filing Date: May 15, 2020

Total Value ($000): $239,339 (100.0% shares, 0.0% debt)

Holdings (69)

SCHF SCHWAB STRATEGIC TR 5.4%
Value ($000) $12,931 Shares 500,437 Est. Cost $28.65 Unrealized
EMB ISHARES TR 5.1%
Value ($000) $12,092 Shares 125,073 Est. Cost $112.44 Unrealized
DLR DIGITAL RLTY TR INC 3.0%
Value ($000) $7,272 Shares 52,353 Est. Cost $99.45 Unrealized +4.3%
ISHARES GOLD TRUST 2.9%
Value ($000) $6,960 Shares 461,842 Est. Cost $15.52 Unrealized
PROSHARES TR 2.9%
Value ($000) $6,903 Shares 286,194 Est. Cost $24.12 Unrealized
ETF SER SOLUTIONS 2.7%
Value ($000) $6,473 Shares 331,365 Est. Cost $20.82 Unrealized
WMT WALMART INC 2.7%
Value ($000) $6,472 Shares 56,960 Est. Cost $20.04 Unrealized +76.5%
DEO DIAGEO P L C 2.6%
Value ($000) $6,248 Shares 49,147 Est. Cost $127.13 Unrealized
CHKP CHECK POINT SOFTWARE TECH LT 2.5%
Value ($000) $6,013 Shares 59,808 Est. Cost $99.81 Unrealized +7.3%
ACTIVISION BLIZZARD INC 2.4%
Value ($000) $5,863 Shares 98,564 Est. Cost $45.55 Unrealized
EMLC VANECK VECTORS ETF TR 2.4%
Value ($000) $5,857 Shares 205,717 Est. Cost $34.67 Unrealized
MSFT MICROSOFT CORP 2.4%
Value ($000) $5,735 Shares 36,363 Est. Cost $48.30 Unrealized +223.7%
MDT MEDTRONIC PLC 2.3%
Value ($000) $5,596 Shares 62,056 Est. Cost $68.15 Unrealized +32.3%
HII HUNTINGTON INGALLS INDS INC 2.3%
Value ($000) $5,440 Shares 29,855 Est. Cost $184.37 Unrealized +10.5%
DUK DUKE ENERGY CORP NEW 2.1%
Value ($000) $5,008 Shares 61,919 Est. Cost $55.29 Unrealized +31.5%
CAG CONAGRA BRANDS INC 2.1%
Value ($000) $4,969 Shares 169,358 Est. Cost $24.34 Unrealized -3.3%
ALB ALBEMARLE CORP 2.1%
Value ($000) $4,953 Shares 87,863 Est. Cost $67.31 Unrealized +5.6%
INTC INTEL CORP 2.0%
Value ($000) $4,814 Shares 88,955 Est. Cost $21.06 Unrealized +148.5%
AAPL APPLE INC 1.9%
Value ($000) $4,523 Shares 17,787 Est. Cost $21.52 Unrealized +230.3%
LMT LOCKHEED MARTIN CORP 1.8%
Value ($000) $4,360 Shares 12,864 Est. Cost $180.33 Unrealized +85.7%
DIS DISNEY WALT CO 1.8%
Value ($000) $4,338 Shares 44,908 Est. Cost $123.52 Unrealized 0.0%
LUV SOUTHWEST AIRLS CO 1.8%
Value ($000) $4,270 Shares 119,903 Est. Cost $45.21 Unrealized +1.7%
ZBH ZIMMER BIOMET HOLDINGS INC 1.7%
Value ($000) $4,115 Shares 40,711 Est. Cost $106.78 Unrealized +16.9%
EWM ISHARES INC 1.7%
Value ($000) $4,059 Shares 174,967 Est. Cost $29.18 Unrealized
PSX PHILLIPS 66 1.7%
Value ($000) $3,977 Shares 74,131 Est. Cost $57.08 Unrealized +11.8%
CERNER CORP 1.6%
Value ($000) $3,924 Shares 62,298 Est. Cost $118.87 Unrealized
NEM NEWMONT CORP 1.6%
Value ($000) $3,741 Shares 82,627 Est. Cost $23.90 Unrealized +58.5%
BK BANK NEW YORK MELLON CORP 1.6%
Value ($000) $3,722 Shares 110,512 Est. Cost $36.68 Unrealized -3.6%
BARRICK GOLD CORPORATION 1.5%
Value ($000) $3,698 Shares 201,849 Est. Cost $13.74 Unrealized
TUR ISHARES INC 1.5%
Value ($000) $3,583 Shares 190,709 Est. Cost $29.08 Unrealized
INDA ISHARES TR 1.4%
Value ($000) $3,416 Shares 141,689 Est. Cost $29.59 Unrealized
GLW CORNING INC 1.4%
Value ($000) $3,356 Shares 163,379 Est. Cost $15.85 Unrealized +39.4%
FNV FRANCO NEVADA CORP 1.4%
Value ($000) $3,312 Shares 33,283 Est. Cost $102.98 Unrealized 0.0%
ECH ISHARES INC 1.4%
Value ($000) $3,270 Shares 150,819 Est. Cost $32.97 Unrealized
EWW ISHARES INC 1.3%
Value ($000) $3,166 Shares 111,661 Est. Cost $49.87 Unrealized
CI CIGNA CORP NEW 1.3%
Value ($000) $3,110 Shares 17,552 Est. Cost $164.83 Unrealized +7.6%
SCHE SCHWAB STRATEGIC TR 1.3%
Value ($000) $2,994 Shares 144,731 Est. Cost $43.80 Unrealized
GLOBAL X FDS 1.2%
Value ($000) $2,954 Shares 519,169 Est. Cost $7.94 Unrealized
DHI D R HORTON INC 1.2%
Value ($000) $2,872 Shares 84,479 Est. Cost $23.66 Unrealized +106.8%
PM PHILIP MORRIS INTL INC 1.2%
Value ($000) $2,759 Shares 37,818 Est. Cost $56.86 Unrealized +6.8%
ABBV ABBVIE INC 1.1%
Value ($000) $2,751 Shares 36,107 Est. Cost $67.42 Unrealized -0.3%
JNJ JOHNSON & JOHNSON 1.1%
Value ($000) $2,697 Shares 20,569 Est. Cost $60.82 Unrealized +97.5%
RGLD ROYAL GOLD INC 1.1%
Value ($000) $2,654 Shares 30,262 Est. Cost $103.25 Unrealized 0.0%
KHC KRAFT HEINZ CO 1.1%
Value ($000) $2,606 Shares 105,324 Est. Cost $31.42 Unrealized -34.2%
LQD ISHARES TR 1.1%
Value ($000) $2,592 Shares 20,990 Est. Cost $116.64 Unrealized
IBM INTERNATIONAL BUSINESS MACHS 1.1%
Value ($000) $2,573 Shares 23,199 Est. Cost $97.63 Unrealized +0.7%
MO ALTRIA GROUP INC 1.0%
Value ($000) $2,509 Shares 64,878 Est. Cost $31.61 Unrealized -12.8%
T AT&T INC 1.0%
Value ($000) $2,429 Shares 83,328 Est. Cost $14.51 Unrealized +25.2%
CCL CARNIVAL CORP 0.9%
Value ($000) $2,262 Shares 171,774 Est. Cost $47.74 Unrealized -26.1%
VWO VANGUARD INTL EQUITY INDEX F 0.9%
Value ($000) $2,131 Shares 63,527 Est. Cost $95.61 Unrealized
DOW DOW INC 0.8%
Value ($000) $1,806 Shares 61,771 Est. Cost $35.91 Unrealized -14.8%
SCHB SCHWAB STRATEGIC TR 0.7%
Value ($000) $1,784 Shares 29,522 Est. Cost $484.01 Unrealized
XOM EXXON MOBIL CORP 0.7%
Value ($000) $1,769 Shares 46,591 Est. Cost $53.40 Unrealized -21.2%
F FORD MTR CO DEL 0.7%
Value ($000) $1,707 Shares 353,393 Est. Cost $6.98 Unrealized -19.0%
SLB SCHLUMBERGER LTD 0.5%
Value ($000) $1,143 Shares 84,711 Est. Cost $32.81 Unrealized -22.9%
SCHZ SCHWAB STRATEGIC TR 0.4%
Value ($000) $1,061 Shares 19,549 Est. Cost $53.43 Unrealized
SPY SPDR S&P 500 ETF TR 0.4%
Value ($000) $939 Shares 3,644 Est. Cost $257.68 Unrealized
OXY OCCIDENTAL PETE CORP 0.4%
Value ($000) $872 Shares 75,276 Est. Cost $43.74 Unrealized -31.3%
HEARTLAND FINL USA INC 0.3%
Value ($000) $663 Shares 21,966 Est. Cost $44.74 Unrealized
VCIT VANGUARD SCOTTSDALE FDS 0.2%
Value ($000) $427 Shares 4,902 Est. Cost $85.70 Unrealized
EDV VANGUARD WORLD FD 0.2%
Value ($000) $423 Shares 2,524 Est. Cost $326.89 Unrealized
PG PROCTER & GAMBLE CO 0.2%
Value ($000) $418 Shares 3,797 Est. Cost $70.33 Unrealized +47.6%
SCHV SCHWAB STRATEGIC TR 0.2%
Value ($000) $408 Shares 9,205 Est. Cost $58.75 Unrealized
HYS PIMCO ETF TR 0.1%
Value ($000) $356 Shares 4,148 Est. Cost $100.32 Unrealized
AMGN AMGEN INC 0.1%
Value ($000) $352 Shares 1,737 Est. Cost $103.50 Unrealized +76.1%
PCY INVESCO EXCHANGE-TRADED FD T 0.1%
Value ($000) $281 Shares 11,746 Est. Cost $28.09 Unrealized
SCHM SCHWAB STRATEGIC TR 0.1%
Value ($000) $249 Shares 5,911 Est. Cost $54.01 Unrealized
SCHA SCHWAB STRATEGIC TR 0.1%
Value ($000) $227 Shares 4,403 Est. Cost $54.86 Unrealized
CFFN CAPITOL FED FINL INC 0.1%
Value ($000) $132 Shares 11,400 Est. Cost $8.42 Unrealized +2.8%