BCR Wealth Strategies

BCR Wealth Strategies as of March 31, 2023

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 18 positions in its portfolio as reported in the March 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) 36.8 $46M 651k 70.88
American Centy Etf Tr Avantis Core Fi (AVIG) 15.7 $20M 466k 42.13
Dimensional Etf Trust Core Fixed Incom (DFCF) 15.5 $20M 459k 42.50
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.5 $17M 298k 57.03
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $7.8M 94k 83.03
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.4 $6.8M 286k 23.59
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.0M 4.9k 409.23
Ishares Tr Blackrock Ultra (ICSH) 1.2 $1.5M 30k 50.23
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.8 $981k 19k 52.84
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $711k 5.1k 140.07
Encompass Health Corp (EHC) 0.5 $602k 11k 54.09
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $574k 13k 44.44
Meta Platforms Cl A (META) 0.4 $563k 2.7k 211.81
Southern Company (SO) 0.3 $434k 6.2k 69.54
Deere & Company (DE) 0.3 $386k 937.00 411.95
Emerson Electric (EMR) 0.2 $299k 3.4k 87.07
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $280k 3.8k 73.86
Apple (AAPL) 0.2 $248k 1.5k 164.89