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BCU Wealth Advisors

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

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 39 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker)	Portfolio Weight	Valued At	Share Count	Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC)	39.8	$37M	1.3M	29.23	View chart
Dimensional Etf Trust Intl Core Equity (DFIC)	10.6	$9.8M	383k	25.53	View chart
Dimensional Etf Trust Short Duration F (DFSD)	6.9	$6.3M	135k	47.01	View chart
Ishares Tr Core S&p500 Etf (IVV)	6.7	$6.1M	13k	477.65	View chart
Dimensional Etf Trust Core Fixed Incom (DFCF)	4.9	$4.5M	107k	42.40	View chart
Ishares Tr Core Total Usd (IUSB)	3.5	$3.2M	69k	46.07	View chart
Dimensional Etf Trust Emerging Mkts Co (DFEM)	3.3	$3.1M	123k	24.96	View chart
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)	1.6	$1.5M	53k	28.64	View chart
Ishares Tr Msci Usa Qlt Fct (QUAL)	1.6	$1.4M	9.8k	147.14	View chart
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)	1.5	$1.4M	43k	33.25	View chart
Dimensional Etf Trust Inflation Prote (DFIP)	1.4	$1.3M	32k	41.28	View chart
Ishares Tr Eafe Value Etf (EFV)	1.4	$1.3M	24k	52.10	View chart
Dimensional Etf Trust Us Real Estate E (DFAR)	1.3	$1.2M	54k	22.74	View chart
Ishares Tr Mbs Etf (MBB)	1.2	$1.1M	12k	94.08	View chart
Baxter International (BAX)	1.0	$915k	24k	38.66	View chart
Ishares Tr TRS FLT RT BD (TFLO)	1.0	$896k	18k	50.47	View chart
Ishares Tr Eafe Grwth Etf (EFG)	0.9	$801k	8.3k	96.85	View chart
Abbvie (ABBV)	0.8	$746k	4.8k	154.96	View chart
Ishares Tr 20 Yr Tr Bd Etf (TLT)	0.8	$739k	7.5k	98.88	View chart
Ishares Tr Esg Awr Msci Usa (ESGU)	0.7	$652k	6.2k	104.92	View chart
Apple (AAPL)	0.7	$636k	3.3k	192.50	View chart
Ishares Core Msci Emkt (IEMG)	0.7	$607k	12k	50.58	View chart
CVS Caremark Corporation (CVS)	0.6	$598k	7.6k	78.96	View chart
Coca-Cola Company (KO)	0.6	$591k	10k	58.93	View chart
Ishares Tr U.s. Tech Etf (IYW)	0.6	$573k	4.7k	122.75	View chart
Ishares Tr Iboxx Inv Cp Etf (LQD)	0.6	$545k	4.9k	110.65	View chart
Vanguard Specialized Funds Div App Etf (VIG)	0.5	$503k	3.0k	170.41	View chart
Spdr Ser Tr Portfolio S&p500 (SPLG)	0.5	$501k	9.0k	55.90	View chart
Abbott Laboratories (ABT)	0.5	$489k	4.4k	110.06	View chart
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)	0.5	$441k	18k	24.11	View chart
Invesco Qqq Tr Unit Ser 1 (QQQ)	0.5	$418k	1.0k	409.63	View chart
Ishares Tr S&p 100 Etf (OEF)	0.5	$417k	1.9k	223.44	View chart
Vanguard World Mega Cap Index (MGC)	0.4	$401k	2.4k	169.25	View chart
Ishares Tr S&p 500 Grwt Etf (IVW)	0.4	$366k	4.9k	75.10	View chart
Etf Ser Solutions Distillate Us (DSTL)	0.3	$287k	5.8k	49.37	View chart
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)	0.3	$286k	5.3k	54.08	View chart
General Electric Com New (GE)	0.3	$265k	2.1k	127.62	View chart
Ishares Tr Core Div Grwth (DGRO)	0.3	$263k	4.9k	53.82	View chart
Ishares Tr Rus Tp200 Gr Etf (IWY)	0.3	$251k	1.4k	175.21	View chart

Past Filings by BCU Wealth Advisors

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

BCU Wealth Advisors 2023 Q4 filed Feb. 9, 2024

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