BWM Planning, LLC

13F Portfolio Filings

Latest 13F report
Q3 2024 - Oct 9, 2024
Value $
$225M
Signature - Title
Jared Machen - COO
Location
8111 Ashlane Way, Suite 206, The Woodlands, TX
Holdings Value
Quarter Holdings Value $ Bought Sold Net Top Holdings Form Type Date Filed
Q3 2024 76 $225M $0 $0 DFAI, VTI, IVV, DFAT, AAPL 13F-HR 10/9/2024, 05:06 PM