BCM ADVISORS, LLC
CIK 1373017 · Holdings on Dec 31, 2023 · First reported Jan 31, 2024
Top ten holdings
Q4 2023- BIV14.96%
- DFAU14.10%
- GLD12.48%
- TLT8.37%
- DGRW7.88%
- VTI7.04%
- CATH3.85%
- BRO2.29%
- JNJ1.65%
- KO1.56%
Share classes counted separately74.18%
Portfolio value by quarter
Top 10 holdings 30
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | BIVVANGUARD INTERMEDIATE-TERM BEquities View history and evidence | $56.94M | 14.96% | 749.60K shares | — | ↗▾ | |
| 02 | DFAUDIMENSIONAL US CORE EQUITY MEquities View history and evidence | $53.68M | 14.10% | 1.57M shares | — | ↗▾ | |
| 03 | GLDSPDR GOLD SHARESEquities View history and evidence | $47.52M | 12.48% | 251.96K shares | — | ↗▾ | |
| 04 | TLTISHARES 20+ YEAR TREASURY BDEquities View history and evidence | $31.84M | 8.37% | 332.65K shares | — | ↗▾ | |
| 05 | DGRWWISDOMTREE U.S. QUALITY DIVIEquities View history and evidence | $30.00M | 7.88% | 416.31K shares | — | ↗▾ | |
| 06 | VTIVG MORNINGSTAR TS MKT ETF-USEquities View history and evidence | $26.81M | 7.04% | 109.90K shares | — | ↗▾ | |
| 07 | CATHGLOBAL X S&P 500 CA VAL ETFEquities View history and evidence | $14.64M | 3.85% | 245.55K shares | — | ↗▾ | |
| 08 | BROBROWN & BROWN INCEquities View history and evidence | $8.72M | 2.29% | 111.40K shares | — | ↗▾ | |
| 09 | JNJJOHNSON & JOHNSONEquities View history and evidence | $6.27M | 1.65% | 39.52K shares | — | ↗▾ | |
| 10 | KOCOCA-COLA CO/THEEquities View history and evidence | $5.95M | 1.56% | 99.34K shares | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 1373017 · Period Dec 31, 2023
Data loaded Sep 23, 2026 · First reported Jan 31, 2024
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 380610012
}Research all 66 reported holdings.
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.