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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, IUSB, and represent 68.88% of BCU Wealth Advisors's stock portfolio.
Added to shares of these 10 stocks: DFAC (+$12M), DFIC, DFSD, IUSB, EFV, DFCF, DFEM, DFAU, DFAI, DFAR.
Started 6 new stock positions in JNJ, ICVT, ORCL, VTI, WMT, IFRA.
Reduced shares in these 5 stocks: HEFA, IEMG, TLT, IVV, IGEB.
Sold out of its position in HEFA.
BCU Wealth Advisors was a net buyer of stock by $24M.
BCU Wealth Advisors has $168M in assets under management (AUM), dropping by 23.86%.
Central Index Key (CIK): 0002003570

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Positions held by BCU Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 52 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
Dimensional Etf Trust Us Core Equity 2 (DFAC)	43.8	$74M	+18%	2.1M	34.29	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.5	$18M	+16%	627k	28.14	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.2	$10M	+14%	218k	47.74	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.6	$7.7M	+15%	179k	43.19	View chart
Ishares Tr Core Total Usd (IUSB)	3.8	$6.3M	+25%	134k	47.12	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.4	$5.7M	+18%	203k	28.15	View chart
Ishares Tr Core S&p500 Etf (IVV)	3.3	$5.5M		9.5k	576.82	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	2.2	$3.7M	+21%	92k	39.69	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	2.2	$3.7M	+20%	115k	31.78	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	1.5	$2.5M	+2%	26k	95.75	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.4	$2.4M	+19%	92k	25.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.3	$2.2M	+12%	13k	179.30	View chart
Blackrock Etf Trust Us Eqt Factor (DYNF)	1.3	$2.2M	+12%	44k	49.47	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.1	$1.9M	+10%	45k	42.28	View chart
Ishares Tr Eafe Value Etf (EFV)	1.1	$1.8M	+172%	32k	57.53	View chart
Ishares Tr Eafe Grwth Etf (EFG)	1.0	$1.7M	+2%	16k	107.65	View chart
Ishares Tr Mbs Etf (MBB)	0.9	$1.5M	+8%	16k	95.81	View chart
Ishares Tr S&p 500 Val Etf (IVE)	0.7	$1.2M	+11%	6.3k	197.17	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.7	$1.1M	+21%	41k	27.41	View chart
Blackrock Etf Trust Ii Flexible Income (BINC)	0.6	$970k	+60%	18k	53.53	View chart
Abbvie (ABBV)	0.6	$969k		4.9k	197.46	View chart
Ishares Msci Emrg Chn (EMXC)	0.6	$949k	+63%	16k	61.11	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.5	$843k	+4%	5.6k	151.62	View chart
Apple (AAPL)	0.5	$770k		3.3k	233.01	View chart
Baxter International (BAX)	0.5	$755k		20k	37.97	View chart
Coca-Cola Company (KO)	0.4	$684k		9.5k	71.86	View chart
CVS Caremark Corporation (CVS)	0.4	$662k		11k	62.88	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.4	$626k	-13%	6.4k	98.10	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.4	$588k		3.0k	198.08	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.3	$550k	+9%	1.1k	487.97	View chart
Abbott Laboratories (ABT)	0.3	$512k		4.5k	114.01	View chart
Vanguard World Mega Cap Index (MGC)	0.3	$493k		2.4k	206.60	View chart
Ishares Core Msci Emkt (IEMG)	0.3	$456k	-37%	7.9k	57.41	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.2	$399k		3.2k	126.19	View chart
Ge Aerospace Com New (GE)	0.2	$394k		2.1k	188.62	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.2	$358k		5.3k	67.28	View chart
Vanguard Index Fds Total Stk Mkt (VTI)	0.2	$345k	NEW	1.2k	283.28	View chart
NVIDIA Corporation (NVDA)	0.2	$344k		2.8k	121.44	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.2	$332k		5.9k	56.73	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.2	$316k		1.4k	220.05	View chart
Ishares Tr Core Div Grwth (DGRO)	0.2	$310k		5.0k	62.69	View chart
Ishares Tr Jpmorgan Usd Emg (EMB)	0.1	$251k	+8%	2.7k	93.59	View chart
Philip Morris International (PM)	0.1	$247k		2.0k	121.38	View chart
Ishares Tr Investment Grade (IGEB)	0.1	$241k		5.2k	46.47	View chart
Microsoft Corporation (MSFT)	0.1	$229k		532.00	430.47	View chart
Amazon (AMZN)	0.1	$227k		1.2k	186.33	View chart
Ishares Tr Us Infrastruc (IFRA)	0.1	$223k	NEW	4.7k	46.97	View chart
Oracle Corporation (ORCL)	0.1	$210k	NEW	1.2k	170.34	View chart
Ishares Tr Conv Bd Etf (ICVT)	0.1	$207k	NEW	2.5k	83.67	View chart
Johnson & Johnson (JNJ)	0.1	$201k	NEW	1.2k	162.02	View chart
Select Sector Spdr Tr Technology (XLK)	0.1	$201k		891.00	225.85	View chart
Wal-Mart Stores (WMT)	0.1	$200k	NEW	2.5k	80.74	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 Q3 filed Nov. 7, 2024
BCU Wealth Advisors 2024 Q2 filed Aug. 1, 2024
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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