BWM Planning, LLC
All holdings · as of Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| Kosmos Energy Ltd | $28.9K | 0.0% |
| ISHARES TR | $200.4K | 0.1% |
| TALOS ENERGY INC. | $202.6K | 0.1% |
| PROCTER & GAMBLE Co | $203.6K | 0.1% |
| DEERE & CO | $207.1K | 0.1% |
| United Airlines Holdings Inc | $211.0K | 0.1% |
| Synchrony Financial | $215.5K | 0.1% |
| Energy Transfer LPET | $215.9K | 0.1% |
| QUALCOMM INC/DE | $217.0K | 0.1% |
| SELECT SECTOR SPDR TR | $218.0K | 0.1% |
| Amazon.com Inc | $227.7K | 0.1% |
| DIMENSIONAL ETF TRUST | $237.5K | 0.1% |
| VANGUARD WHITEHALL FDS | $239.4K | 0.1% |
| INVESCO QQQ TR | $239.6K | 0.1% |
| TIDAL TRUST I | $247.0K | 0.1% |
| AMERICAN CENTY ETF TR | $256.5K | 0.1% |
| Williams Cos Inc/The | $261.4K | 0.1% |
| DIMENSIONAL ETF TRUST | $281.3K | 0.1% |
| EA SERIES TRUST | $284.1K | 0.1% |
| Eaton Corp plc | $312.6K | 0.1% |
| Meta Platforms Inc | $320.3K | 0.1% |
| TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $332.3K | 0.1% |
| ConocoPhillips | $336.9K | 0.1% |
| VANGUARD INDEX FDS | $350.6K | 0.1% |
| AMERICAN CENTY ETF TR | $364.2K | 0.1% |
| VANGUARD BD INDEX FDS | $402.1K | 0.1% |
| HALLIBURTON CO | $404.4K | 0.1% |
| VANGUARD INTL EQUITY INDEX F | $409.0K | 0.1% |
| Alphabet Inc. | $422.6K | 0.1% |
| DIMENSIONAL ETF TRUST | $474.3K | 0.1% |
| SCHWAB STRATEGIC TR | $494.0K | 0.1% |
| Alphabet Inc. | $542.3K | 0.1% |
| VANGUARD STAR FDS | $544.0K | 0.1% |
| VANGUARD TAX-MANAGED FDS | $553.9K | 0.1% |
| PEPSICO INC | $571.7K | 0.2% |
| SCHWAB STRATEGIC TR | $583.9K | 0.2% |
| NVIDIA Corp | $603.0K | 0.2% |
| iShares MSCI UAE ETF | $604.0K | 0.2% |
| INTEL CORP | $637.9K | 0.2% |
| ISHARES TR | $783.6K | 0.2% |
| Tesla Inc | $789.3K | 0.2% |
| ISHARES TR | $797.4K | 0.2% |
| VANGUARD INTL EQUITY INDEX F | $805.2K | 0.2% |
| DIMENSIONAL ETF TRUST | $927.9K | 0.2% |
| VANGUARD INDEX FDS | $970.4K | 0.3% |
| VANGUARD INDEX FDS | $1.01M | 0.3% |
| Phillips 66 | $1.02M | 0.3% |
| Core Laboratories Inc. /DE | $1.04M | 0.3% |
| Helmerich & Payne Inc | $1.04M | 0.3% |
| Western Midstream Partners LP | $1.12M | 0.3% |