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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, AVIG, DFCF, AVDE, DFEM, and represent 86.34% of BCR Wealth Strategies's stock portfolio.
Added to shares of these 7 stocks: DFEM, AVIG, ICSH, DFCF, VNQ, AVDE, EMR.
Reduced shares in these 4 stocks: AVUS, AVEM, VT, SO.
BCR Wealth Strategies was a net buyer of stock by $2.7M.
BCR Wealth Strategies has $140M in assets under management (AUM), dropping by 11.13%.
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 19 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Change in Shares	Share Count	Share Price
American Centy Etf Tr Us Eqt Etf (AVUS)	36.5	$51M		625k	81.55	View chart
American Centy Etf Tr Avantis Core Fi (AVIG)	15.0	$21M	+2%	500k	41.83	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	14.8	$21M	+2%	488k	42.40	View chart
American Centy Etf Tr Intl Eqt Etf (AVDE)	12.7	$18M		293k	60.43	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	7.3	$10M	+17%	408k	24.96	View chart
Vanguard Index Fds Real Estate Etf (VNQ)	6.2	$8.7M	+2%	98k	88.35	View chart
Spdr S&p 500 Etf Tr Tr Unit (SPY)	1.6	$2.3M		4.8k	475.14	View chart
Ishares Tr Blackrock Ultra (ICSH)	1.4	$2.0M	+33%	40k	50.35	View chart
American Centy Etf Tr Avantis Emgmkt (AVEM)	0.7	$941k	-3%	17k	56.33	View chart
Meta Platforms Cl A (META)	0.7	$940k		2.7k	353.65	View chart
Vanguard Index Fds Extend Mkt Etf (VXF)	0.6	$794k		4.8k	164.32	View chart
Encompass Health Corp (EHC)	0.5	$742k		11k	66.67	View chart
Dimensional Etf Trust Us Targeted Vlu (DFAT)	0.5	$675k		13k	52.26	View chart
Southern Company (SO)	0.3	$456k		6.5k	70.10	View chart
Deere & Company (DE)	0.3	$374k		937.00	399.15	View chart
Emerson Electric (EMR)	0.2	$340k		3.5k	97.31	View chart
American Centy Etf Tr Us Sml Cp Valu (AVUV)	0.2	$340k		3.8k	89.69	View chart
Apple (AAPL)	0.2	$289k		1.5k	192.15	View chart
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)	0.2	$240k	-2%	2.3k	102.61	View chart

Past Filings by BCR Wealth Strategies

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

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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