Bcgm Wealth Management, LLC ETFs

Bcgm Wealth Management, LLC

$297 Million
Q1 2025

Stock List

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade	Trade History
SUB Ishares Short Term National Mu	$0	$457,000 0.15% of portfolio	4,333	Q1 2025 Reduced 5.76%
FAUG First Tr ETF Viii Cboe Vest Us	$0	$454,000 0.15% of portfolio	10,000	Q1 2023 New
IEFA Ishares Tr	$0	$437,000 0.15% of portfolio	5,785	Q1 2025 Reduced 11.8%
OEF Ishares S&P 100 ETF	$0	$417,000 0.14% of portfolio	1,571	Q1 2025 New
BSEP Innovator U.S. Equity Buffer E	$0	$417,000 0.14% of portfolio	10,000	Q3 2022 New
DON Wisdomtree Tr U.S. Midcap Divi	$0	$410,000 0.14% of portfolio	8,287	Q1 2025 Added 0.35%
IVW Ishares S&P 500 Growth ETF	$0	$396,000 0.13% of portfolio	4,276	Q1 2025 Added 3.51%
IJH Ishares Core S&P Mid Cap ETF	$0	$382,000 0.13% of portfolio	6,553	Q1 2025 Reduced 1.31%
PJUN Innovator U.S. Equity Power Bu	$0	$369,000 0.12% of portfolio	9,979	Q3 2024 Reduced 4.18%
GOVT Ishares U.S. Treasury Bond ETF	$0	$360,000 0.12% of portfolio	15,662	Q1 2025 Reduced 0.62%
VLUE Ishares Msci Usa Value Factor	$0	$354,000 0.12% of portfolio	3,323	Q1 2025 Added 0.61%
TPLC Timothy Plan U S Large/Mid Cap	$0	$352,000 0.12% of portfolio	8,300	Q3 2022 Added 10.67%
PAPR Innovator U.S. Equity Power Bu	$0	$349,000 0.12% of portfolio	9,787	Q4 2024 Reduced 16.67%
TPHD Timothy Plan High Divid Stk Et	$0	$331,000 0.11% of portfolio	8,800	Q3 2022 Added 10.0%
AOA Ishares Tr Core Aggressive All	$0	$325,000 0.11% of portfolio	4,250	Q1 2025 Reduced 2.16%
IWS Ishares Russell Midcap Value E	$0	$323,000 0.11% of portfolio	2,566	Q1 2025 Reduced 0.43%
BJAN Innovator U.S. Equity Buffer E	$0	$322,000 0.11% of portfolio	6,925	Q3 2024 Reduced 4.15%
IWP Ishares Russell Mid Cap Growth	$0	$305,000 0.1% of portfolio	2,600	Q3 2024 Reduced 20.61%
IWD Ishares Russell 1000 Val ETF	$0	$305,000 0.1% of portfolio	1,625	Q1 2025 Added 0.12%
SIVR Abrdn Silver ETF Trust	$1.72B	$279,000 0.09% of portfolio	8,608	Q1 2025 New
EFAV Ishares Msci Eafe Min Vol Fact	$0	$279,000 0.09% of portfolio	3,583	Q1 2025 Reduced 38.26%
SPLG Spdr Portfolio S&P 500 ETF (Ma	$0	$268,000 0.09% of portfolio	4,081	Q1 2025 Reduced 1.43%
IWM Ishares Russell 2000 ETF	$0	$266,000 0.09% of portfolio	1,334	Q1 2025 Added 0.15%
SLYG Spdr S&P 600 Small Cap Growth	$0	$262,000 0.09% of portfolio	3,161	Q1 2025 Added 0.25%
IJR Ishares Core S&P Sm Cap ETF	$0	$251,000 0.08% of portfolio	2,406	Q1 2025 Reduced 3.49%
JPST Jp Morgan ETF Tr Ultra Short I	$0	$249,000 0.08% of portfolio	4,937	Q1 2025 Reduced 53.21%
SLYV Spdr S&P 600 Small Cap Value E	$0	$238,000 0.08% of portfolio	3,037	Q1 2025 Added 0.43%
MEAR Blackrock Short Maturity Munic	$0	$238,000 0.08% of portfolio	4,753	Q1 2025 Added 0.51%
IXN Ishares Global Information Tec	$0	$223,000 0.08% of portfolio	2,950	Q4 2024 Reduced 1.21%
FLQH Franklin Templeton Libertyq In	$0	$0 0.0% of portfolio	105,891	Q1 2025 Reduced 55.65%
AZBJ Aim ETF Prods Tr Allianzim Us	$0	$0 0.0% of portfolio	126,111	Q1 2025 Added 4.16%

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