BCS Wealth Management 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
BW BCS Wealth Management | Institutional Filer | ▼ 50.52% | $489.9M | 248 |
Current Portfolio Holdings
Showing all 248 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | VOO | VANGUARD INDEX FDS | — | 81K | $48.5M | 9.89% |
| 2 | SCHX | SCHWAB STRATEGIC TR | — | 678K | $17.4M | 3.55% |
| 3 | SCHF | SCHWAB STRATEGIC TR | — | 666K | $16.5M | 3.37% |
| 4 | PG | The Procter & Gamble Company | Consumer Defensive | 96K | $13.8M | 2.82% |
| 5 | AGG | ISHARES TR | — | 132K | $13.1M | 2.67% |
| 6 | VCSH | VANGUARD SCOTTSDALE FDS | — | 147K | $11.7M | 2.38% |
| 7 | SPYG | SPDR SERIES TRUST | — | 119K | $11.6M | 2.37% |
| 8 | SPYV | SPDR SERIES TRUST | — | 197K | $11.2M | 2.28% |
| 9 | BSCQ | INVESCO EXCH TRD SLF IDX FD | — | 533K | $10.4M | 2.12% |
| 10 | BSCX | INVESCO EXCH TRD SLF IDX FD | — | 433K | $9.2M | 1.87% |
| 11 | VYMI | VANGUARD WHITEHALL FDS | — | 91K | $8.6M | 1.75% |
| 12 | BSCR | INVESCO EXCH TRD SLF IDX FD | — | 391K | $7.7M | 1.57% |
| 13 | FNDX | SCHWAB STRATEGIC TR | — | 270K | $7.5M | 1.53% |
| 14 | BOND | PIMCO ETF TR | — | 77K | $7.1M | 1.45% |
| 15 | BSCY | INVESCO EXCH TRD SLF IDX FD | — | 339K | $7.0M | 1.43% |
Showing 1 to 15 of 248 holdings