BCR Wealth Strategies

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

  • Top 5 stock holdings are AVUS, DXUV, AVIG, DFCF, AVDE, and represent 76.86% of BCR Wealth Strategies's stock portfolio.
  • Added to shares of these 10 stocks: DFCF, AVIG, DXIV, AVDE, DFEM, DXUV, VNQ, VBR, AVGE, VT.
  • Started 2 new stock positions in VBR, AVGE.
  • Reduced shares in these 5 stocks: AVUS, EHC, ICSH, AVEM, VXF.
  • BCR Wealth Strategies was a net buyer of stock by $7.4M.
  • BCR Wealth Strategies has $214M in assets under management (AUM), dropping by 0.90%.
  • Central Index Key (CIK): 0001908380

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Positions held by BCR Wealth Strategies consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 26 positions in its portfolio as reported in the December 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 29.3 $63M 646k 96.93
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Dimensional Etf Trust Dimensional Us (DXUV) 16.0 $34M 645k 52.85
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American Centy Etf Tr Avantis Core Fi (AVIG) 11.1 $24M +6% 585k 40.57
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Dimensional Etf Trust Core Fixed Incom (DFCF) 11.0 $24M +9% 569k 41.27
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American Centy Etf Tr Intl Eqt Etf (AVDE) 9.6 $21M +4% 333k 61.37
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Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $14M +7% 516k 26.19
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Dimensional Etf Trust Dimensional Intl (DXIV) 6.0 $13M +10% 267k 48.07
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Vanguard Index Fds Real Estate Etf (VNQ) 4.8 $10M +4% 115k 89.07
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Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.3M 4.0k 585.87
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Ishares Tr Ultra Short-term (ICSH) 1.1 $2.3M -4% 46k 50.42
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Meta Platforms Cl A (META) 0.7 $1.5M +2% 2.5k 585.18
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Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $898k 4.7k 189.77
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American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $880k -3% 15k 58.77
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Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $712k 13k 55.62
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Southern Company (SO) 0.3 $538k 6.5k 82.31
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Emerson Electric (EMR) 0.2 $441k 3.6k 123.84
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Encompass Health Corp (EHC) 0.2 $431k -29% 4.7k 92.27
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Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $415k +60% 3.5k 117.40
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Deere & Company (DE) 0.2 $397k 937.00 423.69
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NVIDIA Corporation (NVDA) 0.2 $391k +3% 2.9k 133.95
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Apple (AAPL) 0.2 $391k 1.6k 250.32
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American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $365k 3.8k 96.28
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Lowe's Companies (LOW) 0.2 $341k 1.4k 246.39
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Pimco Etf Tr Active Bd Etf (BOND) 0.1 $224k 2.5k 90.40
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Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $209k NEW 1.1k 197.92
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American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $208k NEW 2.9k 72.10
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Past Filings by BCR Wealth Strategies

SEC 13F filings are viewable for BCR Wealth Strategies going back to 2021