0001765380-24-000193.txt : 20240507
0001765380-24-000193.hdr.sgml : 20240507
20240507161736
ACCESSION NUMBER: 0001765380-24-000193
CONFORMED SUBMISSION TYPE: 13F-HR
PUBLIC DOCUMENT COUNT: 2
CONFORMED PERIOD OF REPORT: 20240331
FILED AS OF DATE: 20240507
DATE AS OF CHANGE: 20240507
EFFECTIVENESS DATE: 20240507
FILER:
COMPANY DATA:
COMPANY CONFORMED NAME: BCGM Wealth Management, LLC
CENTRAL INDEX KEY: 0001830467
ORGANIZATION NAME:
IRS NUMBER: 843549316
STATE OF INCORPORATION: IN
FISCAL YEAR END: 1231
FILING VALUES:
FORM TYPE: 13F-HR
SEC ACT: 1934 Act
SEC FILE NUMBER: 028-20886
FILM NUMBER: 24922169
BUSINESS ADDRESS:
STREET 1: 672 MAIN ST.,
STREET 2: STE 300
CITY: LAFAYETTE
STATE: IN
ZIP: 47901
BUSINESS PHONE: 765-742-7366
MAIL ADDRESS:
STREET 1: 672 MAIN ST.,
STREET 2: STE 300
CITY: LAFAYETTE
STATE: IN
ZIP: 47901
13F-HR
1
primary_doc.xml
X0202
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0001830467
XXXXXXXX
03-31-2024
03-31-2024
BCGM Wealth Management, LLC
672 MAIN ST.,
STE 300
LAFAYETTE
IN
47901
13F HOLDINGS REPORT
028-20886
000030675
801-117868
N
Andrew Armstrong
Chief Compliance Officer
5138325385
Andrew Armstrong
Cincinnati
OH
05-07-2024
0
145
278599212
false
INFORMATION TABLE
2
gettingsreed13fq12024.xml
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COM
88583P104
15514
12313
SH
SOLE
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AIM ETF PRODUCTS TRUST
US LRGCP B20 JAN
00888H802
3829047
121808
SH
SOLE
0
0
0
121808
AIM ETF PRODUCTS TRUST
U S LRGCP 6M JAN
00888H869
496390
17865
SH
SOLE
0
0
0
17865
AIM ETF PRODUCTS TRUST
US LAGCP B20 MAY
00888H752
211940
7600
SH
SOLE
0
0
0
7600
AIM ETF PRODUCTS TRUST
ALLIANZIM US LRG
00888H687
830040
30533
SH
SOLE
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0
0
30533
AIM ETF PRODUCTS TRUST
US LRGCP B10 JAN
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350971
10642
SH
SOLE
0
0
0
10642
AIM ETF PRODUCTS TRUST
US LARCP B20 MAR
00888H778
290302
10108
SH
SOLE
0
0
0
10108
AIR PRODS & CHEMS INC
COM
009158106
772751
3190
SH
SOLE
0
0
0
3190
ALPHABET INC
CAP STK CL A
02079K305
377325
2500
SH
SOLE
0
0
0
2500
AMAZON COM INC
COM
023135106
705286
3910
SH
SOLE
0
0
0
3910
AMERICAN ELEC PWR CO INC
COM
025537101
275877
3204
SH
SOLE
0
0
0
3204
APPLE INC
COM
037833100
3385610
19743
SH
SOLE
0
0
0
19743
AT&T INC
COM
00206R102
409918
23291
SH
SOLE
0
0
0
23291
BERKSHIRE HATHAWAY INC DEL
CL B NEW
084670702
3477700
8270
SH
SOLE
0
0
0
8270
BLACKROCK ETF TRUST
US EQT FACTOR
09290C103
7157922
161214
SH
SOLE
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0
0
161214
BLACKROCK ETF TRUST II
FLEXIBLE INCOME
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3432248
65426
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SOLE
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0
0
65426
CHECK POINT SOFTWARE TECH LT
ORD
M22465104
2082763
12699
SH
SOLE
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0
0
12699
CHEVRON CORP NEW
COM
166764100
244934
1553
SH
SOLE
0
0
0
1553
COCA COLA CO
COM
191216100
242187
3959
SH
SOLE
0
0
0
3959
COTERRA ENERGY INC
COM
127097103
2758161
98930
SH
SOLE
0
0
0
98930
CVS HEALTH CORP
COM
126650100
1861421
23338
SH
SOLE
0
0
0
23338
DIAGEO PLC
SPON ADR NEW
25243Q205
938996
6313
SH
SOLE
0
0
0
6313
DIAMOND HILL INVT GROUP INC
COM NEW
25264R207
2791881
18109
SH
SOLE
0
0
0
18109
DISNEY WALT CO
COM
254687106
2643569
21605
SH
SOLE
0
0
0
21605
DOMINION ENERGY INC
COM
25746U109
650257
13219
SH
SOLE
0
0
0
13219
DUKE ENERGY CORP NEW
COM NEW
26441C204
555852
5748
SH
SOLE
0
0
0
5748
ELI LILLY & CO
COM
532457108
3072855
3950
SH
SOLE
0
0
0
3950
EXXON MOBIL CORP
COM
30231G102
5140665
44225
SH
SOLE
0
0
0
44225
FARMLAND PARTNERS INC
COM
31154R109
2887485
260134
SH
SOLE
0
0
0
260134
FASTENAL CO
COM
311900104
2413941
31293
SH
SOLE
0
0
0
31293
FIRST MERCHANTS CORP
COM
320817109
790252
22643
SH
SOLE
0
0
0
22643
FIRST SOLAR INC
COM
336433107
1081839
6409
SH
SOLE
0
0
0
6409
FIRST TR EXCH TRADED FD III
MANAGD MUN ETF
33739N108
5064117
98600
SH
SOLE
0
0
0
98600
FIRST TR EXCH TRADED FD III
MERGER ARBITRA
33740J203
1052468
53155
SH
SOLE
0
0
0
53155
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
33740U711
218392
6615
SH
SOLE
0
0
0
6615
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F862
428800
10000
SH
SOLE
0
0
0
10000
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F763
226373
5000
SH
SOLE
0
0
0
5000
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F516
577668
16100
SH
SOLE
0
0
0
16100
FIRST TR EXCHNG TRADED FD VI
TCW OPPORTUNIS
33740F805
2740460
62855
SH
SOLE
0
0
0
62855
FIRST TR EXCHNG TRADED FD VI
FT VEST U.S EQT
33740U695
635738
19017
SH
SOLE
0
0
0
19017
FIRST TR EXCHNG TRADED FD VI
FT VEST US EQT
33740F623
554304
13204
SH
SOLE
0
0
0
13204
GENTEX CORP
COM
371901109
1344512
37223
SH
SOLE
0
0
0
37223
GENWORTH FINL INC
COM CL A
37247D106
205760
32000
SH
SOLE
0
0
0
32000
GLOBAL X FDS
US INFR DEV ETF
37954Y673
631154
15854
SH
SOLE
0
0
0
15854
HERSHEY CO
COM
427866108
249855
1285
SH
SOLE
0
0
0
1285
INNOVATOR ETFS TRUST
US EQTY BUFR JAN
45782C409
314577
7225
SH
SOLE
0
0
0
7225
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C748
359491
10414
SH
SOLE
0
0
0
10414
INNOVATOR ETFS TRUST
US EQTY BUF SEP
45782C664
392822
10000
SH
SOLE
0
0
0
10000
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C318
279862
8619
SH
SOLE
0
0
0
8619
INNOVATOR ETFS TRUST
US EQTY PWR BF
45782C680
1190997
33663
SH
SOLE
0
0
0
33663
INNOVATOR ETFS TRUST
US EQT PWR BUF
45782C870
379869
11309
SH
SOLE
0
0
0
11309
INNOVATOR ETFS TRUST
US EQTY BUFR JUL
45782C789
865159
21452
SH
SOLE
0
0
0
21452
INNOVATOR ETFS TRUST
US SML CP PWR B
45782C474
366115
10351
SH
SOLE
0
0
0
10351
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C656
1900738
52075
SH
SOLE
0
0
0
52075
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C540
242570
6628
SH
SOLE
0
0
0
6628
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C417
1014313
29693
SH
SOLE
0
0
0
29693
INNOVATOR ETFS TRUST
US SML CP PWR B
45782C284
213689
7610
SH
SOLE
0
0
0
7610
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C797
315853
8425
SH
SOLE
0
0
0
8425
INNOVATOR ETFS TRUST
INTRNL DEV JAN
45782C524
270740
8654
SH
SOLE
0
0
0
8654
INNOVATOR ETFS TRUST
US EQTY BUFR FEB
45782C433
392800
10000
SH
SOLE
0
0
0
10000
INNOVATOR ETFS TRUST
US EQTY PWR BUF
45782C508
3425997
87599
SH
SOLE
0
0
0
87599
INVESCO EXCH TRADED FD TR II
NATL AMT MUNI
46138E537
471759
19797
SH
SOLE
0
0
0
19797
INVESCO EXCHANGE TRADED FD T
S&P500 QUALITY
46137V241
985027
16303
SH
SOLE
0
0
0
16303
INVESCO QQQ TR
UNIT SER 1
46090E103
9900966
22299
SH
SOLE
0
0
0
22299
ISHARES INC
MSCI EMRG CHN
46434G764
3484194
60521
SH
SOLE
0
0
0
60521
ISHARES TR
RUS TP200 GR ETF
464289438
1328413
6809
SH
SOLE
0
0
0
6809
ISHARES TR
CORE S&P MCP ETF
464287507
471628
7765
SH
SOLE
0
0
0
7765
ISHARES TR
RUS 1000 GRW ETF
464287614
6109721
18127
SH
SOLE
0
0
0
18127
ISHARES TR
RUSSELL 2000 ETF
464287655
278934
1326
SH
SOLE
0
0
0
1326
ISHARES TR
CORE MSCI EAFE
46432F842
587817
7920
SH
SOLE
0
0
0
7920
ISHARES TR
AGGRES ALLOC ETF
464289859
298909
4069
SH
SOLE
0
0
0
4069
ISHARES TR
RUS MDCP VAL ETF
464287473
332301
2651
SH
SOLE
0
0
0
2651
ISHARES TR
RUS MD CP GR ETF
464287481
373809
3275
SH
SOLE
0
0
0
3275
ISHARES TR
CORE S&P500 ETF
464287200
15126250
28772
SH
SOLE
0
0
0
28772
ISHARES TR
MSCI USA MMENTM
46432F396
705755
3767
SH
SOLE
0
0
0
3767
ISHARES TR
GLOBAL TECH ETF
464287291
251324
3360
SH
SOLE
0
0
0
3360
ISHARES TR
20 YR TR BD ETF
464287432
2646900
27974
SH
SOLE
0
0
0
27974
ISHARES TR
CORE 1 5 YR USD
46432F859
3539369
74607
SH
SOLE
0
0
0
74607
ISHARES TR
MSCI USA MIN VOL
46429B697
1592462
19053
SH
SOLE
0
0
0
19053
ISHARES TR
MSCI USA QLT FCT
46432F339
12483324
75956
SH
SOLE
0
0
0
75956
ISHARES TR
MSCI USA SZE FT
46432F370
592757
4166
SH
SOLE
0
0
0
4166
ISHARES TR
SHRT NAT MUN ETF
464288158
509128
4861
SH
SOLE
0
0
0
4861
ISHARES TR
NATIONAL MUN ETF
464288414
3317244
30829
SH
SOLE
0
0
0
30829
ISHARES TR
CORE S&P TTL STK
464287150
27155330
235519
SH
SOLE
0
0
0
235519
ISHARES TR
BLACKROCK ULTRA
46434V878
1187137
23480
SH
SOLE
0
0
0
23480
ISHARES TR
RUS 1000 VAL ETF
464287598
301667
1684
SH
SOLE
0
0
0
1684
ISHARES TR
CONV BD ETF
46435G102
259184
3247
SH
SOLE
0
0
0
3247
ISHARES TR
US TREAS BD ETF
46429B267
398488
17501
SH
SOLE
0
0
0
17501
ISHARES TR
MSCI USA VALUE
46432F388
342768
3165
SH
SOLE
0
0
0
3165
ISHARES TR
CORE S&P SCP ETF
464287804
297874
2695
SH
SOLE
0
0
0
2695
ISHARES TR
MSCI EAFE MIN VL
46429B689
424415
5988
SH
SOLE
0
0
0
5988
ISHARES TR
GLOBAL ENERG ETF
464287341
1794064
41771
SH
SOLE
0
0
0
41771
J P MORGAN EXCHANGE TRADED F
ULTRA SHT MUNCPL
46641Q654
7920710
156104
SH
SOLE
0
0
0
156104
J P MORGAN EXCHANGE TRADED F
ULTRA SHRT INC
46641Q837
592626
11747
SH
SOLE
0
0
0
11747
J P MORGAN EXCHANGE TRADED F
CORE PLUS BD ETF
46641Q670
8713505
186805
SH
SOLE
0
0
0
186805
J P MORGAN EXCHANGE TRADED F
ACTIVE VALUE ETF
46641Q167
4799069
80131
SH
SOLE
0
0
0
80131
J P MORGAN EXCHANGE TRADED F
EQUITY PREMIUM
46641Q332
1433091
24768
SH
SOLE
0
0
0
24768
J P MORGAN EXCHANGE TRADED F
MUNICIPAL ETF
46641Q647
257040
5066
SH
SOLE
0
0
0
5066
JPMORGAN CHASE & CO
COM
46625H100
3817871
19061
SH
SOLE
0
0
0
19061
KROGER CO
COM
501044101
3019667
52856
SH
SOLE
0
0
0
52856
LOVESAC COMPANY
COM
54738L109
3008987
133141
SH
SOLE
0
0
0
133141
MCDONALDS CORP
COM
580135101
449767
1595
SH
SOLE
0
0
0
1595
MERCHANTS BANCORP IND
COM
58844R108
660655
15300
SH
SOLE
0
0
0
15300
META PLATFORMS INC
CL A
30303M102
636595
1311
SH
SOLE
0
0
0
1311
MICROSOFT CORP
COM
594918104
613069
1457
SH
SOLE
0
0
0
1457
MOBILEYE GLOBAL INC
COMMON CLASS A
60741F104
1667878
51878
SH
SOLE
0
0
0
51878
MORNINGSTAR INC
COM
617700109
1387705
4500
SH
SOLE
0
0
0
4500
NIKE INC
CL B
654106103
241905
2574
SH
SOLE
0
0
0
2574
NORTHROP GRUMMAN CORP
COM
666807102
2907597
6074
SH
SOLE
0
0
0
6074
NVIDIA CORPORATION
COM
67066G104
1266682
1402
SH
SOLE
0
0
0
1402
PACER FDS TR
PACER US SMALL
69374H857
202663
4123
SH
SOLE
0
0
0
4123
PACER FDS TR
US CASH COWS 100
69374H881
754378
12982
SH
SOLE
0
0
0
12982
PACER FDS TR
DEVELOPED MRKT
69374H873
4455706
139459
SH
SOLE
0
0
0
139459
PEPSICO INC
COM
713448108
209564
1197
SH
SOLE
0
0
0
1197
PIMCO ETF TR
SHTRM MUN BD ACT
72201R874
2099681
42078
SH
SOLE
0
0
0
42078
PROCTER AND GAMBLE CO
COM
742718109
349896
2157
SH
SOLE
0
0
0
2157
SCHWAB STRATEGIC TR
US TIPS ETF
808524870
3680871
70569
SH
SOLE
0
0
0
70569
SCHWAB STRATEGIC TR
US DIVIDEND EQ
808524797
2955179
36651
SH
SOLE
0
0
0
36651
SCHWAB STRATEGIC TR
US LCAP VA ETF
808524409
1437669
18922
SH
SOLE
0
0
0
18922
SELECT SECTOR SPDR TR
COMMUNICATION
81369Y852
265477
3251
SH
SOLE
0
0
0
3251
SIBANYE STILLWATER LTD
SPONSORED ADR
82575P107
1730396
367388
SH
SOLE
0
0
0
367388
SIMON PPTY GROUP INC NEW
COM
828806109
1562753
9986
SH
SOLE
0
0
0
9986
SPDR S&P 500 ETF TR
TR UNIT
78462F103
710329
1358
SH
SOLE
0
0
0
1358
SPDR SER TR
S&P 600 SMCP GRW
78464A201
272289
3122
SH
SOLE
0
0
0
3122
SPDR SER TR
S&P 600 SMCP VAL
78464A300
275639
3322
SH
SOLE
0
0
0
3322
SPDR SER TR
PORTFOLIO S&P500
78464A854
227868
3703
SH
SOLE
0
0
0
3703
SPDR SER TR
PRTFLO S&P500 VL
78464A508
860384
17173
SH
SOLE
0
0
0
17173
SPDR SER TR
PORTFOLIO S&P600
78468R853
2948358
68503
SH
SOLE
0
0
0
68503
TESLA INC
COM
88160R101
434729
2473
SH
SOLE
0
0
0
2473
TIMOTHY PLAN
HIG DV STK ETF
887432326
318296
8800
SH
SOLE
0
0
0
8800
TIMOTHY PLAN
US LRGMD CP CORE
887432359
349513
8300
SH
SOLE
0
0
0
8300
TJX COS INC NEW
COM
872540109
1661577
16383
SH
SOLE
0
0
0
16383
UBER TECHNOLOGIES INC
COM
90353T100
224734
2919
SH
SOLE
0
0
0
2919
UNILEVER PLC
SPON ADR NEW
904767704
743512
14814
SH
SOLE
0
0
0
14814
UNITEDHEALTH GROUP INC
COM
91324P102
1809745
3658
SH
SOLE
0
0
0
3658
VANGUARD BD INDEX FDS
TOTAL BND MRKT
921937835
1192693
16421
SH
SOLE
0
0
0
16421
VANGUARD INDEX FDS
MID CAP ETF
922908629
4049640
16208
SH
SOLE
0
0
0
16208
VANGUARD INDEX FDS
S&P 500 ETF SHS
922908363
5797576
12061
SH
SOLE
0
0
0
12061
VANGUARD INDEX FDS
SMALL CP ETF
922908751
245173
1073
SH
SOLE
0
0
0
1073
VANGUARD INDEX FDS
TOTAL STK MKT
922908769
470939
1812
SH
SOLE
0
0
0
1812
VANGUARD MUN BD FDS
TAX EXEMPT BD
922907746
665542
13153
SH
SOLE
0
0
0
13153
VANGUARD WHITEHALL FDS
INTL DVD ETF
921946810
9106285
111692
SH
SOLE
0
0
0
111692
VERIZON COMMUNICATIONS INC
COM
92343V104
1811106
43163
SH
SOLE
0
0
0
43163
WEBSTER FINL CORP
COM
947890109
1336198
26319
SH
SOLE
0
0
0
26319
WISDOMTREE TR
US MIDCAP DIVID
97717W505
408425
8375
SH
SOLE
0
0
0
8375