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 13F-HR LIVE false true false 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 374WATER INC COM 88583P104 15514 12313 SH SOLE 0 0 0 12313 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 0 0 0 30533 AIM ETF PRODUCTS TRUST US LRGCP B10 JAN 00888H703 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 0 0 0 161214 BLACKROCK ETF TRUST II FLEXIBLE INCOME 092528603 3432248 65426 SH SOLE 0 0 0 65426 CHECK POINT SOFTWARE TECH LT ORD M22465104 2082763 12699 SH SOLE 0 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