BWM Planning, LLC

Q3 2024 13F Holdings Report, Stock Holdings

Signature - Title
Jared Machen - COO
Location
The Woodlands, TX
Holdings as of
September 30, 2024
Value $
$225M
Num holdings
76
Date filed
10/9/2024, 05:06 PM
Form type
13F-HR
Description
All US holdings of this investor are reported in this report. Top holdings included DFAI, VTI, IVV, DFAT, and AAPL.
Next filing
Q4 2024 - Jan 23, 2025
SEC
View on sec.gov
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name Title City, State Date
Jared Machen COO The Woodlands, Texas 10/9/2024