BCR Wealth Strategies

BCR Wealth Strategies as of Dec. 31, 2022

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 17 positions in its portfolio as reported in the December 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 38.5 $45M 657k 68.01
American Centy Etf Tr Avantis Core Fi (AVIG) 16.4 $19M 465k 40.97
Dimensional Etf Trust Core Fixed Incom (DFCF) 16.1 $19M 449k 41.52
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.9 $16M 303k 53.19
Vanguard Index Fds Real Estate Etf (VNQ) 6.7 $7.8M 94k 82.47
Dimensional Etf Trust Emerging Mkts Co (DFEM) 1.8 $2.1M 94k 22.46
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $1.9M 4.9k 382.24
Ishares Tr Blackrock Ultra (ICSH) 0.9 $1.1M 21k 50.01
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $976k 19k 50.41
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $674k 5.1k 132.78
Encompass Health Corp (EHC) 0.6 $665k 11k 59.75
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $567k 13k 43.90
Southern Company (SO) 0.4 $444k 6.2k 71.26
Deere & Company (DE) 0.3 $401k 937.00 427.96
Emerson Electric (EMR) 0.3 $327k 3.4k 95.81
Meta Platforms Cl A (META) 0.3 $319k 2.7k 120.02
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $282k 3.8k 74.39