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BCU Wealth Advisors

Latest statistics and disclosures from BCU Wealth Advisors's latest quarterly 13F-HR filing:

Top 5 stock holdings are DFAC, DFIC, DFSD, DFCF, IVV, and represent 68.48% of BCU Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$9.7M), DFIC, DYNF, IUSB, DFSD, DFCF, IVE, DFAI, IVW, DFAU.
Started 10 new stock positions in NVDA, IVE, IXC, HEFA, DYNF, AMZN, EMXC, MSFT, BINC, EMB.
Reduced shares in these 10 stocks: IVV, TFLO, LQD, , OEF, IEMG, EFV, ESGU, BAX, TLT.
Sold out of its positions in OEF, LQD, TFLO, SPLG.
BCU Wealth Advisors was a net buyer of stock by $20M.
BCU Wealth Advisors has $118M in assets under management (AUM), dropping by 27.85%.
Central Index Key (CIK): 0002003570

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Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 45 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	42.3	$50M	+24%	1.6M	31.95	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.4	$12M	+20%	460k	26.75	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.5	$7.7M	+21%	163k	47.04	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.7	$5.5M	+22%	131k	41.95	View chart
Ishares Tr Core S&p500 Etf (IVV)	4.6	$5.4M	-19%	10k	525.74	View chart
Ishares Tr Core Total Usd (IUSB)	3.9	$4.6M	+45%	101k	45.59	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.2	$3.8M	+21%	149k	25.49	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.0	$2.4M	+49%	79k	30.22	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.0	$2.3M	+49%	64k	36.54	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.4	$1.7M	+4%	10k	164.34	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.4	$1.6M	NEW	36k	44.40	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.3	$1.5M	+24%	67k	22.37	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.2	$1.4M	+11%	35k	41.25	View chart
Ishares Tr Mbs Etf (MBB)	1.0	$1.2M	+15%	13k	92.42	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.0	$1.2M	+191%	14k	84.44	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.8	$961k	NEW	5.1k	186.81	View chart
Ishares Tr Eafe Value Etf (EFV)	0.8	$935k	-28%	17k	54.40	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.8	$922k	+7%	8.9k	103.78	View chart
Abbvie (ABBV)	0.7	$882k		4.8k	182.10	View chart
Baxter International (BAX)	0.7	$847k	-16%	20k	42.74	View chart
CVS Caremark Corporation (CVS)	0.7	$830k	+37%	10k	79.76	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$685k	+8%	5.1k	135.05	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.6	$685k	+51%	28k	24.72	View chart
Apple (AAPL)	0.5	$622k	+9%	3.6k	171.47	View chart
Coca-Cola Company (KO)	0.5	$613k		10k	61.18	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.5	$612k	-13%	6.5k	94.63	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$540k		3.0k	182.58	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.4	$521k	NEW	9.9k	52.46	View chart
Abbott Laboratories (ABT)	0.4	$507k		4.5k	113.67	View chart
Ishares Msci Emrg Chn (EMXC)	0.4	$482k	NEW	8.4k	57.57	View chart
Ishares Tr Hdg Msci Eafe (HEFA)	0.4	$476k	NEW	14k	34.88	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.4	$454k		1.0k	444.15	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$444k		2.4k	186.89	View chart
General Electric Com New (GE)	0.3	$365k		2.1k	175.54	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.3	$358k	-49%	3.1k	114.95	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$321k		5.3k	60.42	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$314k		5.8k	53.91	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$285k		4.9k	58.06	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$279k		1.4k	195.06	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.2	$271k	NEW	3.0k	89.68	View chart
NVIDIA Corporation (NVDA)	0.2	$256k	NEW	283.00	903.56	View chart
Ishares Core Msci Emkt (IEMG)	0.2	$238k	-61%	4.6k	51.60	View chart
Ishares Tr Global Energ Etf (IXC)	0.2	$235k	NEW	5.5k	42.95	View chart
Microsoft Corporation (MSFT)	0.2	$224k	NEW	532.00	420.78	View chart
Amazon (AMZN)	0.2	$220k	NEW	1.2k	180.38	View chart

Past Filings by BCU Wealth Advisors

SEC 13F filings are viewable for BCU Wealth Advisors going back to 2023

BCU Wealth Advisors 2024 Q1 filed May 3, 2024
BCU Wealth Advisors 2023 Q4 restated filed May 2, 2024
BCU Wealth Advisors 2023 Q4 filed Feb. 9, 2024

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