Fund HoldingsBCM ADVISORS, LLC

Total Portfolio Value
$394.79M
Total Bought
$17.19M
Total Sold
$10.19M
Net Transaction
+$6.99M
Filing Period:
Securities
SharesValue ($K)
Q4 2023
Q1 2024
Change
Q4 2023
Q1 2024
Weight (%)
Change
SPDR Gold Share(GLD)251,955248,161-3,79447,51653,26513.49%+5,749
Vanguard Total Stock Mkt109,899121,809+11,91026,81330,5317.73%+3,718
DIMENSIONAL US CORE EQUITY MARKT ETF
US CORE EQT MKT
1,571,3341,570,607-72753,67755,38014.03%+1,703
Exxon Mobil Corporation52,78152,991+2105,5346,4151.62%+880
Nvidia Corp(NVDA)3,1073,392+2851,9512,7030.68%+752
Vanguard Mid Cap Etf4,5977,418+2,8211,0681,7770.45%+708
ETFS Gold Trust(SGOL)243,005244,649+1,6444,7295,4241.37%+695
Dimensional US Small Cap ETF
US SMALL CAP ETF
18,51329,942+11,4291,0941,7770.45%+683
S&P500 Catholic Values
S&P 500 CATHOLIC
245,554246,163+60914,64215,1023.83%+460
Caterpillar Inc(CAT)7,0007,070+702,1332,5700.65%+437
Microsoft Corp(MSFT)5741,584+1,0102356480.16%+413
Conocophillips(COP)21,80621,966+1602,4872,8400.72%+353
General Mills Inc(GIS)52,32252,428+1063,4193,7540.95%+335
Parker-Hannifin Corp(PH)3,9393,957+181,8822,1620.55%+280
Valero Energy Corp New(VLO)10,00010,048+481,4191,6780.43%+259
Enterprise Products Partners L.P.(EPD)122,984122,98403,3243,5730.90%+248
J.P. Morgan Chase(JPM)01,235+1,23502380.06%+238
Colgate-Palmolive Co(CL)45,73245,842+1103,8524,0741.03%+222
Brown & Brown Inc(BRO)111,398108,898-2,5008,7228,9442.27%+221
AMZN(AMZN)01,242+1,24202190.06%+219
Duke Energy Corporation(DUK)60,43860,528+905,7745,9901.52%+216
Broadcom Ltd(AVGO)2,5252,589+643,0513,2540.82%+203
Pepsico Incorporated(PEP)21,75921,947+1883,6913,8940.99%+203
Coca Cola Company(KO)99,33699,848+5125,9506,1461.56%+195
Meta Platforms Inc Class A(META)7751,014+2393105000.13%+190
Tractor Supply Co(TSCO)5,7495,773+241,3101,4900.38%+181
WisdomTree US Quality Dividend Gr ETF(WT)416,309410,300-6,00929,99930,1787.64%+178
Consolidated Edison Inc(ED)52,23752,291+544,7374,8861.24%+149
Kinder Morgan Inc(KMI)81,00081,274+2741,3941,5290.39%+135
Archer-Daniels-Midln22,49522,599+1041,2601,3910.35%+131
Costco Whsl Corp New(COST)3,2633,323+602,2872,4050.61%+119
Atmos Energy Corp(ATO)42,82942,329-5004,9045,0231.27%+118
UGI Corp(UGI)32,22532,22507248380.21%+114
S P D R TRUST Unit SR(SPY)7,7767,77603,8173,9301.00%+113
Amcor Plc(AMCR)010,481+10,4810950.02%+95
General Dynamics Corp(GD)6,5756,607+321,7671,8570.47%+91
Berkshire Hathaway Cl B8551,027+1723314170.11%+86
Chevrontexaco Corp(CVX)1,5431,775+2322322900.07%+59
Centerpoint Energy(CNP)25,00025,178+1786997320.19%+33
Vanguard Consumer Staples ETF
CONSUM STP ETF
2,2682,26804414580.12%+18
MKSI(MKSI)4,9034,90305405580.14%+18
Aes Corp(AES)26,60026,60004514620.12%+11
Lithium Chile Inc40,00040,000017240.01%+6
Schlumberger Ltd(SLB)18,70018,904+2049239280.24%+6
Viemed Healthcare Inc21,27021,27001691720.04%+3
Deere & Co(DE)5,4935,529+362,1802,1820.55%+2
First Horizon Natl Corp(FHN)11,91011,91001761780.05%+1
Vanguard Utilities
UTILITIES ETF
3,7493,452-2974994990.13%+1
RENERGEN ORD10,38010,3800670.00%+1
Vanguard Health Care
HEALTH CAR ETF
98898802542540.06%0
Petroteq Energy Inc50,00050,0000000
One World Universe Inc18,70018,7000000.00%-0
Aflac Inc(AFL)10,00010,080+808578500.22%-8
iShares MSCI USA Min Volatility
MSCI USA MIN ETF
47,64646,902-7443,8353,8150.97%-19
Canadian National Railway Co(CNI)10,13610,13601,2671,2450.32%-22
Amern Tower Corp Class A(AMT)1,5581,626+683052820.07%-23
Honeywell International(HON)4,5004,590+909278940.23%-32
Sysco Corporation(SYY)12,80012,876+761,0349950.25%-39
International Paper Co(IP)65,30965,30902,3722,2490.57%-123
Advanced Micro Devices(AMD)12,00012,224+2242,0651,8550.47%-210
Home Bancorp Inc5,3420-5,3422250-225
SPDR Long Term Govt Bond
ST LON TREAS ETF
160,134162,961+2,8274,5194,2741.08%-245
JB Hunt Transport Services Inc(JBHT)6,5006,50001,3301,0700.27%-260
Johnson & Johnson(JNJ)39,51739,843+3266,2745,9181.50%-356
Apple Inc(AAPL)8,8717,263-1,6081,6681,2280.31%-440
Vanguard Long-Term Bond ETF21,56613,989-7,5771,5789540.24%-625
Ishares 7-10 Year Trsury12,3472,931-9,4161,1812680.07%-913
Vanguard Intermediate Bond749,599756,060+6,46156,94055,48714.05%-1,452
Ishares Tr Barclays Bond332,650336,724+4,07431,84129,7667.54%-2,075
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