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 (2015Q1)
Original 13F HR (0001542165-15-000002) filed in 2015.05.14
#
Name
Shares
Value ($)
%
Options
Notes
1 SCHWAB EMERGING MARKETS EQUITY ETF 426,651 103,932 4.82%
2 VANGUARD INTL EQUITY INDEX F 192,216 78,558 3.64%
3 MORGAN STANLEY EMER MKTS DEB 731,525 67,812 3.14%
4 LEAR CORP 58,537 64,871 3.01%
5 SunEdison Inc 258,343 62,002 2.87%
6 WESTERN ASSET EMERGING MKTS 387,466 61,026 2.83%
7 MORGAN STANLEY EM MKTS DM DECOM 541,503 50,143 2.32%
8 TRINITY INDS INC 133,624 47,450 2.20%
9 GANNETT CO. 127,626 47,323 2.19%
10 BANK AMER CORP 298,379 45,920 2.13%
11 DOMTAR CORP 93,003 42,986 1.99%
12 STMICROELECTRONICS N V 460,825 42,718 1.98%
13 WAL-MART STORES INC 50,841 41,817 1.94%
14 NVIDIA CORPORATION 198,225 41,478 1.92%
15 BRISTOL MYERS SQUIBB CO 60,784 39,206 1.82%
16 ORBOTECH LTD 243,442 39,024 1.81%
17 Tribune Publishing Co 199,337 38,671 1.79%
18 CONOCOPHILLIPS 61,776 38,461 1.78%
19 BANK NEW YORK MELLON CORP 93,895 37,783 1.75%
20 GRAMERCY PPTY TR 478,094 37,674 1.75%
21 SCHWAB INTERNATIONAL EQUITY ETF 122,576 37,055 1.72%
22 ANTHEM INC 23,618 36,468 1.69%
23 AVNET INC 81,175 36,123 1.67%
24 ARROW ELECTRONICS 57,871 35,388 1.64%
25 INTEL CORP 113,010 35,338 1.64%
26 EXPRESS SCRIPTS HLDG CO 39,588 34,351 1.59%
27 NORFOLK SOUTHERN CORP 32,029 32,964 1.53%
28 OWENS-ILLINOIS, INC. 140,404 32,742 1.52%
29 TEREX CORP NEW 119,098 31,668 1.47%
30 PHILLIPS 66 39,908 31,367 1.45%
31 CITIGROUPINC 60,532 31,186 1.45%
32 MICROSOFT CORP 72,289 29,389 1.36%
33 WYNDHAM WORLDWIDE CORP 30,455 27,552 1.28%
34 AECOM 88,821 27,375 1.27%
35 ISHARES INC 65,398 26,348 1.22%
36 HOSPITALITY PPTYS TR 79,554 26,245 1.22%
37 ISHARES GOLD TRUST 221,063 25,312 1.17%
38 D R HORTON INC 88,774 25,283 1.17%
39 VODAFONE GROUP PLC NEW 77,354 25,279 1.17%
40 FLIR SYS INC 79,657 24,917 1.16%
41 ARCHER DANIELS MIDLAND CO 51,802 24,554 1.14%
42 AT&T INC 75,184 24,548 1.14%
43 TELEPHONE DATA SYS INC 95,095 23,679 1.10%
44 JOHNSON & JOHNSON 21,826 21,957 1.02%
45 ISHARES 69,268 21,729 1.01%
46 GLOBAL X FDS 194,192 21,400 0.99%
47 VanEck Vectors Vietnam ETF 126,051 21,277 0.99%
48 HARTFORD FINL SVCS GROUP INC 50,033 20,924 0.97%
49 NEWMONT CORP 89,989 19,537 0.91%
50 CORNING INC 82,760 18,770 0.87%
Page 1 of 2