Equal-WT
WhaleScore 2.0
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BCM Advisors is based out of Lafayette. BCM Advisors is a large advisory firm with 512 clients and discretionary assets under management (AUM) of $515,245,865 (Form ADV from 2023-03-08). Their last reported 13F filing for Q4 2023 included $380,610,012 in managed 13F securities
and a top 10 holdings concentration of 74.19%. BCM Advisors's largest holding is VANGUARD INTERMEDIATE-TERM BOND INDEX FUND-ETF Shares with shares held of 749,599. Whalewisdom has at least 38 13F filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
DFAU Dimensional US Core | 1% |
TLT iShares 20+ Year Tre | 0.57% |
DGRW WisdomTree U.S. Qual | 0.3% |
VTI VANGUARD TOTAL STOCK | 0.17% |
IEF iShares 7-10 Year Tr | 0.14% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
BRO Brown & Brown Inc. | 0.21% |
VDC VANGUARD CONSUMER ST | 0.19% |
XOM ExxonMobil Corp. (St | 0.16% |
JNJ Johnson & Johnson Co | 0.11% |
BLV VANGUARD LONG-TERM B | 0.11% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
BIV VANGUARD INTERMEDIAT | 14.96% |
DFAU Dimensional US Core | 14.1% |
GLD SSgA SPDR Gold Share | 12.48% |
TLT iShares 20+ Year Tre | 8.37% |
DGRW WisdomTree U.S. Qual | 7.88% |
2023-12-31
13F Activity
Market Value | $381m, Prior: $337m |
New Purchases | 1 stocks |
Added To | 17 stocks |
Sold out of | 0 stocks |
Reduced holdings in | 11 stocks |
Top 10 Holdings % | 74.19% |
Turnover %[1] | 1.52% |
Turnover Alt %[2] | 0.44% |
Time Held Top 20 | 15.85 quarters |
Time Held Top 10 | 13.4 quarters |
Time Held All | 14.53 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31