Dark
Light
System
Institutional Investment Manager
BCWM, LLC
BCWM, LLC (CIK: 0001542165) incorporated in Kansas, located at 14221 Metcalf Avenue, Overland Park, KS. Institutional holdings reported to the SEC.

Institutional Holdings (2014Q3)
Original 13F HR (0001542165-14-000004) filed in 2014.11.10
#
Name
Shares
Value ($)
%
Options
Notes
51 OCWEN FINL CORP 75,354 19,728 0.99%
52 ARCHER DANIELS MIDLAND CO 39,532 20,201 1.01%
53 OMNIVISION TECHS INC 80,147 21,207 1.06%
54 TEREX CORP NEW 66,984 21,281 1.07%
55 AT&T INC 61,070 21,522 1.08%
56 WYNDHAM WORLDWIDE CORP 27,523 22,366 1.12%
57 ANGLOGOLD ASHANTI LIMITED 189,999 22,800 1.14%
58 FLIR SYS INC 72,984 22,874 1.15%
59 JOHNSON & JOHNSON 21,744 23,177 1.16%
60 TRIUMPH GROUP INC NEW COM 37,127 24,151 1.21%
61 GLOBAL X FDS 133,473 24,813 1.25%
62 RSX - Market Vectors Russia ETF 110,989 24,829 1.25%
63 WESTERN ASSET EMERGING MKTS 149,272 25,541 1.28%
64 ISHARES INC 59,935 25,557 1.28%
65 AGCO CORP 56,382 25,632 1.29%
66 ISHARES 59,114 25,685 1.29%
67 TRW AUTOMOTIVE HLDGS CORP 27,504 27,848 1.40%
68 Ishares - Italy 177,795 27,896 1.40%
69 PHILLIPS 66 35,377 28,765 1.44%
70 MICROSOFT CORP 65,586 30,406 1.53%
71 DOMTAR CORP 88,133 30,962 1.55%
72 D R HORTON INC 151,308 31,049 1.56%
73 CITIGROUPINC 59,995 31,089 1.56%
74 ARROW ELECTRONICS 58,528 32,396 1.63%
75 AVNET INC 78,287 32,490 1.63%
76 BRISTOL MYERS SQUIBB CO 63,949 32,730 1.64%
77 NORFOLK SOUTHERN CORP 30,316 33,833 1.70%
78 BANK NEW YORK MELLON CORP 88,217 34,167 1.71%
79 SunEdison Inc 191,240 36,107 1.81%
80 WAL-MART STORES INC 48,186 36,848 1.85%
81 SCHWAB INTERNATIONAL EQUITY ETF 121,323 37,635 1.89%
82 VODAFONE GROUP PLC NEW 116,283 38,246 1.92%
83 CONOCOPHILLIPS 53,150 40,670 2.04%
84 HARTFORD FINL SVCS GROUP INC 110,811 41,277 2.07%
85 GANNETT CO. 143,416 42,552 2.14%
86 Anthem, Inc. 36,507 43,670 2.19%
87 INTEL CORP 134,021 46,667 2.34%
88 MORGAN STANLEY EM MKTS DM DECOM 396,441 46,820 2.35%
89 TRINITY INDS INC 100,666 47,032 2.36%
90 BANK AMER CORP 283,325 48,307 2.42%
91 LEAR CORP 56,289 48,639 2.44%
92 MORGAN STANLEY EMER MKTS DEB 530,272 51,437 2.58%
93 NVIDIA CORPORATION 279,848 51,632 2.59%
94 VANGUARD INTL EQUITY INDEX F 149,326 62,284 3.13%
95 SCHWAB EMERGING MARKETS EQUITY ETF 459,509 116,716 5.86%
Page 2 of 2