BCO Wealth Management

BCO Wealth Management as of March 31, 2025

Portfolio Holdings for BCO Wealth Management

BCO Wealth Management holds 30 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 20.1 $26M 777k 32.99
Dimensional Etf Trust Us Core Equity 1 (DCOR) 16.6 $21M 345k 61.33
Dimensional Etf Trust Core Fixed Incom (DFCF) 14.2 $18M 431k 42.06
Dimensional Etf Trust Short Duration F (DFSD) 10.3 $13M 276k 47.52
Dimensional Etf Trust Intl Core Equity (DFIC) 10.0 $13M 459k 27.77
Ishares Tr National Mun Etf (MUB) 7.5 $9.5M 90k 105.44
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.7 $6.0M 228k 26.46
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 3.7 $4.7M 64k 73.45
Dimensional Etf Trust Natl Mun Bd Etf (DFNM) 2.5 $3.2M 68k 47.57
Ishares Tr Shrt Nat Mun Etf (SUB) 1.7 $2.2M 21k 105.60
Dimensional Etf Trust World Ex Us Core (DFAX) 1.7 $2.1M 81k 26.20
Dimensional Etf Trust Us Equity Market (DFUS) 1.4 $1.8M 30k 60.48
Dimensional Etf Trust Us Small Cap Etf (DFAS) 0.6 $752k 13k 59.75
Ishares Tr Global Energ Etf (IXC) 0.5 $581k 14k 42.07
Vanguard World Mega Grwth Ind (MGK) 0.4 $553k 1.8k 308.88
Berkshire Hathaway Inc Del Cl B New (BRK.B) 0.4 $543k 1.0k 532.58
Ishares Tr Core S&p500 Etf (IVV) 0.4 $525k 935.00 561.90
Extra Space Storage (EXR) 0.4 $508k 3.4k 148.49
Vanguard World Mega Cap Val Etf (MGV) 0.3 $429k 3.3k 128.84
UMH Properties (UMH) 0.3 $373k 20k 18.70
Iron Mountain (IRM) 0.3 $368k 4.3k 86.04
Cbre Group Cl A (CBRE) 0.3 $364k 2.8k 130.78
ConocoPhillips (COP) 0.3 $335k 3.2k 105.02
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $324k 6.3k 51.49
Essential Properties Realty reit (EPRT) 0.2 $315k 9.7k 32.64
Select Sector Spdr Tr Rl Est Sel Sec (XLRE) 0.2 $298k 7.1k 41.85
Select Water Solutions Cl A Com (WTTR) 0.2 $278k 27k 10.50
Stag Industrial (STAG) 0.2 $224k 6.2k 36.12
Apple Hospitality Reit Com New (APLE) 0.1 $177k 14k 12.91
Medical Properties Trust (MPW) 0.1 $157k 26k 6.03