BCR Wealth Strategies

BCR Wealth Strategies as of June 30, 2023

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 19 positions in its portfolio as reported in the June 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) 37.7 $49M 648k 75.19
American Centy Etf Tr Avantis Core Fi (AVIG) 15.3 $20M 479k 41.35
Dimensional Etf Trust Core Fixed Incom (DFCF) 15.0 $19M 465k 41.73
American Centy Etf Tr Intl Eqt Etf (AVDE) 13.0 $17M 293k 57.40
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $8.0M 96k 83.55
Dimensional Etf Trust Emerging Mkts Co (DFEM) 5.7 $7.4M 307k 24.05
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.2M 4.9k 443.23
Ishares Tr Blackrock Ultra (ICSH) 1.0 $1.3M 26k 50.29
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $965k 18k 53.79
Meta Platforms Cl A (META) 0.6 $762k 2.7k 286.68
Encompass Health Corp (EHC) 0.6 $753k 11k 67.66
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $719k 4.8k 148.80
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $599k 13k 46.37
Southern Company (SO) 0.3 $435k 6.2k 70.22
Deere & Company (DE) 0.3 $379k 937.00 404.48
Emerson Electric (EMR) 0.2 $312k 3.5k 90.30
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $294k 3.8k 77.55
Apple (AAPL) 0.2 $291k 1.5k 193.48
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $270k 2.8k 96.70