BCWM LLC
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Ticker | Name | Shares Owned | Change | % | Historic | Avg Price (*) | % Change | P/L since open | Time since open | % Portfolio | % Outstanding | Value (at report date) | Report Date | ||
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
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| IAU | ISHARES GOLD TRUST | 299,257 | +66,825 | +28.75% | $39.47 | 6.13% | 0.04% | 17,644,193 | 2025-03-31 | ||||||
| AVDE | AVANTIS INTERNATIONAL EQUITY ETF | 241,204 | +241,204 | Open | $64.88 | 5.56% | 0.00% | 15,984,589 | 2025-03-31 | ||||||
| DUK | DUKE ENERGY | 91,268 | +168 | +0.18% | $99.84 | 3.87% | 0.01% | 11,132,000 | 2025-03-31 | ||||||
| SRE | SEMPRA | 152,306 | +31,006 | +25.56% | $66.79 | 3.78% | 0.02% | 10,868,560 | 2025-03-31 | ||||||
| TGT | TARGET | 103,475 | +18,201 | +21.34% | $140.73 | 3.75% | 0.02% | 10,798,611 | 2025-03-31 | ||||||
| JPM | JPMORGAN CHASE | 42,767 | -737 | -1.69% | $159.11 | 3.65% | 0.00% | 10,490,624 | 2025-03-31 | ||||||
| MDT | MEDTRONIC | 111,108 | +4,452 | +4.17% | $102.95 | 3.47% | 0.01% | 9,984,175 | 2025-03-31 | ||||||
| HD | HOME DEPOT | 26,256 | -187 | -0.71% | $362.38 | 3.34% | 0.00% | 9,622,423 | 2025-03-31 | ||||||
| WMT | WALMART | 101,217 | -2,317 | -2.24% | $47.09 | 3.09% | 0.00% | 8,885,824 | 2025-03-31 | ||||||
| DHI | HORTON D R | 69,754 | +16,936 | +32.06% | $104.94 | 3.08% | 0.02% | 8,867,855 | 2025-03-31 | ||||||
| NOC | NORTHROP GRUMMAN | 17,237 | +62 | +0.36% | $457.90 | 3.07% | 0.01% | 8,825,633 | 2025-03-31 | ||||||
| LMT | LOCKHEED MARTIN | 18,945 | +1,603 | +9.24% | $364.06 | 2.94% | 0.01% | 8,462,753 | 2025-03-31 | ||||||
| MSFT | MICROSOFT | 19,939 | +51 | +0.26% | $318.78 | 2.60% | 0.00% | 7,484,973 | 2025-03-31 | ||||||
| DLR | DIGITAL REALTY TRUST | 51,992 | +6,265 | +13.70% | $147.57 | 2.59% | 0.02% | 7,449,920 | 2025-03-31 | ||||||
| GNRC | GENERAC HOLDINGS | 58,414 | +58,414 | Open | $143.55 | 2.57% | 0.10% | 7,398,133 | 2025-03-31 | ||||||
| CRM | SALESFORCE | 27,033 | -5,676 | -17.35% | $325.70 | 2.52% | 0.00% | 7,254,501 | 2025-03-31 | ||||||
| SWK | STANLEY BLACK & DECKER | 91,196 | +9,131 | +11.13% | $94.04 | 2.44% | 0.06% | 7,011,144 | 2025-03-31 | ||||||
| AAPL | APPLE | 30,492 | -425 | -1.37% | $157.11 | 2.35% | 0.00% | 6,773,178 | 2025-03-31 | ||||||
| GRMN | GARMIN | 29,361 | -5,494 | -15.76% | $103.10 | 2.22% | 0.02% | 6,375,112 | 2025-03-31 | ||||||
| RSP | GUGGENHEIM S&P 500(R) EQUAL WEIGHT ETF | 36,467 | +476 | +1.32% | $0.00 | 2.20% | 0.01% | 6,317,178 | 2025-03-31 | ||||||
| PM | PHILIP MORRIS INTERNATIONAL | 38,963 | -5,840 | -13.03% | $94.74 | 2.15% | 0.00% | 6,184,557 | 2025-03-31 | ||||||
| T | AT&T | 208,194 | -34,714 | -14.29% | $15.64 | 2.05% | 0.00% | 5,887,712 | 2025-03-31 | ||||||
| MO | ALTRIA | 95,281 | -6,000 | -5.92% | $46.72 | 1.99% | 0.01% | 5,718,747 | 2025-03-31 | ||||||
| VZ | VERIZON COMMUNICATIONS | 121,094 | +14,802 | +13.93% | $46.72 | 1.91% | 0.00% | 5,492,823 | 2025-03-31 | ||||||
| BMY | BRISTOL MYERS SQUIBB | 86,989 | -23,290 | -21.12% | $44.27 | 1.84% | 0.00% | 5,305,464 | 2025-03-31 | ||||||
| INDA | ISHARES MSCI INDIA ETF | 99,685 | +9,851 | +10.97% | $47.23 | 1.78% | 0.06% | 5,131,770 | 2025-03-31 | ||||||
| CVS | CVS | 70,802 | +70,802 | Open | $58.41 | 1.67% | 0.01% | 4,796,836 | 2025-03-31 | ||||||
| CVX | CHEVRON | 27,840 | +27,840 | Open | $156.65 | 1.62% | 0.00% | 4,657,354 | 2025-03-31 | ||||||
| PFE | PFIZER | 178,808 | +18,083 | +11.25% | $27.36 | 1.57% | 0.00% | 4,530,994 | 2025-03-31 | ||||||
| USB | US BANCORP | 101,959 | -13,685 | -11.83% | $32.61 | 1.50% | 0.01% | 4,304,694 | 2025-03-31 | ||||||
| UPS | UNITED PARCEL SERVICE | 35,962 | +35,962 | Open | $118.07 | 1.37% | 0.00% | 3,955,460 | 2025-03-31 | ||||||
| AMZN | AMAZON | 19,811 | -615 | -3.01% | $204.63 | 1.31% | 0.00% | 3,769,241 | 2025-03-31 | ||||||
| FXI | ISHARES CHINA LARGE-CAP ETF | 101,686 | -12,018 | -10.57% | $27.44 | 1.27% | 0.05% | 3,644,438 | 2025-03-31 | ||||||
| XBI | SPDR(R) S&P(R) BIOTECH ETF | 44,372 | +301 | +0.68% | $0.00 | 1.25% | 0.07% | 3,598,586 | 2025-03-31 | ||||||
| ECH | ISHARES MSCI CHILE ETF | 117,007 | +4,795 | +4.27% | $25.21 | 1.21% | 0.60% | 3,489,155 | 2025-03-31 | ||||||
| EWZ | ISHARES MSCI BRAZIL ETF | 126,906 | +126,906 | Open | $24.94 | 1.14% | 0.10% | 3,280,520 | 2025-03-31 | ||||||
| VNM | VANECK VIETNAM ETF | 261,425 | +20,435 | +8.48% | $0.00 | 1.13% | 0.79% | 3,262,578 | 2025-03-31 | ||||||
| NVDA | NVIDIA | 29,618 | +29,618 | Open | $125.27 | 1.12% | 0.00% | 3,209,999 | 2025-03-31 | ||||||
| EWM | ISHARES MSCI MALAYSIA ETF | 133,160 | +1,713 | +1.30% | $24.37 | 1.07% | 1.31% | 3,073,335 | 2025-03-31 | ||||||
| EIDO | ISHARES MSCI INDONESIA ETF | 162,221 | +16,465 | +11.30% | $0.00 | 0.92% | 0.96% | 2,644,194 | 2025-03-31 | ||||||
| ZBH | ZIMMER BIOMET HOLDINGS | 21,457 | +2,691 | +14.34% | $128.02 | 0.84% | 0.01% | 2,428,503 | 2025-03-31 | ||||||
| VCIT | VANGUARD INTERMEDIATE-TERM CORPORATE BOND INDEX FUND | 23,199 | +670 | +2.97% | $0.00 | 0.66% | 0.00% | 1,896,733 | 2025-03-31 | ||||||
| LQD | ISHARES IBOXX $ INVESTMENT GRADE CORPORATE BOND ETF | 17,381 | +614 | +3.66% | $0.00 | 0.66% | 0.01% | 1,889,129 | 2025-03-31 | ||||||
| SCHZ | SCHWAB US AGGREGATE BOND ETF | 78,301 | +2,604 | +3.44% | $0.00 | 0.63% | 0.00% | 1,813,451 | 2025-03-31 | ||||||
| SCHV | SCHWAB US LARGE-CAP VALUE ETF | 67,263 | -155,874 | -69.86% | $26.95 | 0.62% | 0.00% | 1,787,851 | 2025-03-31 | ||||||
| EDV | VANGUARD EXTENDED DURATION TREASURY INDEX FUND | 17,896 | +2,820 | +18.71% | $0.00 | 0.44% | 0.03% | 1,272,589 | 2025-03-31 | ||||||
| PFF | ISHARES PREFERRED AND INCOME SECURITIES ETF | 24,687 | -6,553 | -20.98% | $35.48 | 0.26% | 0.01% | 758,632 | 2025-03-31 | ||||||
| SCHM | SCHWAB US MID-CAP ETF | 26,106 | +332 | +1.29% | $0.00 | 0.24% | 0.00% | 683,977 | 2025-03-31 | ||||||
| SCHF | SCHWAB INTERNATIONAL EQUITY ETF | 31,703 | -750,905 | -95.95% | $19.07 | 0.22% | 0.00% | 627,085 | 2025-03-31 | ||||||
| SCHE | SCHWAB EMERGING MARKETS EQUITY ETF | 18,993 | +420 | +2.26% | $0.00 | 0.18% | 0.00% | 523,637 | 2025-03-31 | ||||||