BWM Planning, Current Portfolio, 13F Holdings (2025-05-15)

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BP
	BWM Planning, LLC 13F
	BWM Planning, LLC

	Last update 2025-05-15	77 Stocks (3 new)
	Value $236.00 Mil	Turnover 5 %
	Countries: Top Holdings: VTI(9.37%)DFAI(7.76%)AVNM(4.76%)AVDE(4.64%)AAPL(4.33%) SEC Filings Portfolio Report

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