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BCR Wealth Strategies

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

Top 5 stock holdings are AVUS, Dimensional Etf Trust, AVIG, DFCF, AVDE, and represent 76.70% of BCR Wealth Strategies's stock portfolio.
Added to shares of these 10 stocks: Dimensional Etf Trust (+$33M), Dimensional Etf Trust (+$13M), AVUS, AVIG, AVDE, DFEM, DFCF, VNQ, BOND, NVDA.
Started 3 new stock positions in BOND, Dimensional Etf Trust, Dimensional Etf Trust.
Reduced shares in these 10 stocks: , CLM, , SCM, CRF, PDO, , LLY, , EHC.
Sold out of its positions in AWF, CLM, CRF, ETG, ETV, LLY, MAIN, PDO, SCM.
BCR Wealth Strategies was a net buyer of stock by $49M.
BCR Wealth Strategies has $212M in assets under management (AUM), dropping by 37.86%.
Central Index Key (CIK): 0001908380

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Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 24 positions in its portfolio as reported in the September 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	$62M	+2%	653k	95.15	View chart
Dimensional Etf Trust Dimensional Us	15.8	$33M	NEW	633k	52.71	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	11.0	$23M	+5%	547k	42.51	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	10.6	$23M	+3%	521k	43.19	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	10.0	$21M	+4%	317k	67.03	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	6.4	$14M	+6%	480k	28.15	View chart
Dimensional Etf Trust Dimensional Intl	5.9	$13M	NEW	241k	52.30	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	5.0	$11M	+3%	109k	97.41	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.1	$2.4M		48k	50.73	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.1	$2.3M		4.0k	573.64	View chart
Meta Platforms Cl A (META)	0.7	$1.4M		2.4k	572.43	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.5	$997k		15k	64.58	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.4	$864k		4.8k	181.89	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.3	$712k		13k	55.62	View chart
Encompass Health Corp (EHC)	0.3	$644k	-18%	6.7k	96.54	View chart
Southern Company (SO)	0.3	$578k	-6%	6.4k	90.06	View chart
Deere & Company (DE)	0.2	$391k		937.00	417.29	View chart
Emerson Electric (EMR)	0.2	$387k		3.5k	109.11	View chart
Lowe's Companies (LOW)	0.2	$374k		1.4k	270.23	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$363k	-5%	3.8k	95.75	View chart
Apple (AAPL)	0.2	$358k		1.5k	232.92	View chart
NVIDIA Corporation (NVDA)	0.2	$343k	+2%	2.8k	121.20	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.1	$264k	-5%	2.2k	119.51	View chart
Pimco Etf Tr Active Bd Etf (BOND)	0.1	$234k	NEW	2.5k	94.43	View chart

Past Filings by BCR Wealth Strategies

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

BCR Wealth Strategies 2024 Q3 filed Oct. 18, 2024
BCR Wealth Strategies 2024 Q2 filed July 26, 2024
BCR Wealth Strategies 2024 Q1 filed May 3, 2024
BCR Wealth Strategies 2023 Q4 filed Jan. 26, 2024
BCR Wealth Strategies 2023 Q3 filed Oct. 20, 2023
BCR Wealth Strategies 2023 Q2 filed July 14, 2023
BCR Wealth Strategies 2023 Q1 filed May 5, 2023
BCR Wealth Strategies 2022 Q4 filed Jan. 30, 2023
BCR Wealth Strategies 2022 Q3 filed Nov. 4, 2022
BCR Wealth Strategies 2022 Q2 filed July 22, 2022
BCR Wealth Strategies 2022 Q1 filed April 29, 2022
BCR Wealth Strategies 2021 Q4 filed Feb. 11, 2022

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