StockDriftsStockDriftsTop 50 Bcm Advisors, Llc Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| BIV | Vanguard Intermediate Bond | 19.1% | 1.26M | $96.8M | -4.05%(-53.41K) | $82.85(-7.52%) | 2026-03-31 | |
| GLD | SPDR Gold Share | 15.8% | 193.1K | $80.1M | -6.71%(-13.90K) | $134.89(+219.14%) | 2026-03-31 | |
| DFAU | DIMENSIONAL US CORE EQUITY MARKT ETF | 11.69% | 1.20M | $59.3M | -5.54%(-70.13K) | $30.75(+65.74%) | 2026-03-31 | |
| VTI | Vanguard Total Stock Mkt | 8.04% | 115.1K | $40.7M | -10.30%(-13.21K) | $202.32(+80.27%) | 2026-03-31 | |
| DGRW | WisdomTree US Quality Dividend Gr ETF | 7.19% | 390.2K | $36.5M | -1.41%(-5.57K) | $65.36(+46.37%) | 2026-03-31 | |
| CATH | S&P500 Catholic Values | 4.03% | 236.8K | $20.4M | +0.10%(+231) | $42.19(+110.54%) | 2026-03-31 | |
| AVGO | Broadcom Ltd | 2.14% | 26.0K | $10.8M | +0.00%(+0) | $136.59(+205.13%) | 2026-03-31 | |
| JNJ | Johnson & Johnson | 1.74% | 39.3K | $8.8M | +0.00%(+0) | $117.63(+95.88%) | 2026-03-31 | |
| XOM | Exxon Mobil Corporation | 1.61% | 53.1K | $8.2M | +0.12%(+61) | $88.86(+70.58%) | 2026-03-31 | |
| KO | Coca Cola Company | 1.54% | 99.8K | $7.8M | +0.20%(+198) | $25.42(+215.79%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +12.42% | +42.09% |
| Top 20 Holdings Unweighted | +14.05% | +48.34% |
Sign up free to track Bcm Advisors, Llc, compare funds side by side, and get alerts the moment positions change.