BCR Wealth Strategies

BCR Wealth Strategies as of Dec. 31, 2023

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 19 positions in its portfolio as reported in the December 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) 36.5 $51M 625k 81.55
American Centy Etf Tr Avantis Core Fi (AVIG) 15.0 $21M 500k 41.83
Dimensional Etf Trust Core Fixed Incom (DFCF) 14.8 $21M 488k 42.40
American Centy Etf Tr Intl Eqt Etf (AVDE) 12.7 $18M 293k 60.43
Dimensional Etf Trust Emerging Mkts Co (DFEM) 7.3 $10M 408k 24.96
Vanguard Index Fds Real Estate Etf (VNQ) 6.2 $8.7M 98k 88.35
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.6 $2.3M 4.8k 475.14
Ishares Tr Blackrock Ultra (ICSH) 1.4 $2.0M 40k 50.35
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.7 $941k 17k 56.33
Meta Platforms Cl A (META) 0.7 $940k 2.7k 353.65
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $794k 4.8k 164.32
Encompass Health Corp (EHC) 0.5 $742k 11k 66.67
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $675k 13k 52.26
Southern Company (SO) 0.3 $456k 6.5k 70.10
Deere & Company (DE) 0.3 $374k 937.00 399.15
Emerson Electric (EMR) 0.2 $340k 3.5k 97.31
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $340k 3.8k 89.69
Apple (AAPL) 0.2 $289k 1.5k 192.15
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $240k 2.3k 102.61