BCS Wealth Management
CIK:0001798172
Investment Adviser
$0 AUM
246 holdings
TN, USA
BCS Wealth Management provides investment management, estate planning, trust and estate administration, tax planning, accounting services, and more. They focus on strategic planning tailored to individual client needs.
Investment Strategy
Long-term investment strategies aligned with client goals
Top Buys
V
VOOVANGUARD INDEX FDS+$4.7M
A
AGGISHARES TR+$2.2M
S
SPYGSPDR SERIES TRUST+$1.1M
F
FNDXSCHWAB STRATEGIC TR+$1.1M
V
VYMIVANGUARD WHITEHALL FDS+$1.0M
Top Sells
P
PGPROCTER AND GAMBLE CO-$13.8M
K
KMBKIMBERLY-CLARK CORP-$1.8M
S
SCHXSCHWAB STRATEGIC TR-$1.8M
X
XOMEXXON MOBIL CORP-$1.7M
M
MSFTMICROSOFT CORP-$1.5M
Top Holdings
V
VOOVANGUARD INDEX FDS+9.6%$42.7M
S
SCHXSCHWAB STRATEGIC TR+4.0%$17.7M
S
SCHFSCHWAB STRATEGIC TR+3.4%$15.2M
S
SPYGSPDR SERIES TRUST+2.6%$11.4M
B
BSCQINVESCO EXCH TRD SLF IDX FD+2.5%$11.0M
Equity Positions (246)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
V VOO | VANGUARD INDEX FDS | 9.62% | $42.7M | 69,727 | $544.01 | $612.38 | +$4.7M |
S SCHX | SCHWAB STRATEGIC TR | 4.00% | $17.7M | 673,536 | $23.38 | $26.34 | -$1.8M |
S SCHF | SCHWAB STRATEGIC TR | 3.43% | $15.2M | 653,168 | $19.42 | $23.28 | +$1.0M |
S SPYG | SPDR SERIES TRUST | 2.56% | $11.4M | 108,638 | $63.51 | $104.51 | +$1.1M |
B BSCQ | INVESCO EXCH TRD SLF IDX FD | 2.48% | $11.0M | 563,068 | $19.16 | $19.56 | -$550.4K |
Industry Allocation
PHARMACEUTICAL PREPARATIONS
+1.6%
SEMICONDUCTORS & RELATED DEVICES
+1.2%
ELECTRONIC COMPUTERS
+1.0%
MINERAL ROYALTY TRADERS
+1.0%
SERVICES-COMPUTER PROGRAMMING, DATA PROCESSING, ETC.
+0.8%