BCR Wealth Strategies

BCR Wealth Strategies as of March 31, 2024

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 21 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 37.6 $56M 621k 89.50
American Centy Etf Tr Avantis Core Fi (AVIG) 14.0 $21M 503k 41.25
Dimensional Etf Trust Core Fixed Incom (DFCF) 13.9 $21M 489k 41.95
American Centy Etf Tr Intl Eqt Etf (AVDE) 12.8 $19M 296k 63.74
Dimensional Etf Trust Emerging Mkts Co (DFEM) 7.3 $11M 420k 25.49
Vanguard Index Fds Real Estate Etf (VNQ) 5.8 $8.6M 100k 86.48
Ishares Tr Blackrock Ultra (ICSH) 2.1 $3.1M 62k 50.56
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.7 $2.5M 4.8k 523.19
Meta Platforms Cl A (META) 0.8 $1.1M 2.3k 485.70
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.6 $917k 16k 58.02
Encompass Health Corp (EHC) 0.6 $840k 10k 82.59
Vanguard Index Fds Extend Mkt Etf (VXF) 0.6 $833k 4.8k 175.37
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.5 $704k 13k 54.50
Southern Company (SO) 0.3 $468k 6.5k 71.80
Emerson Electric (EMR) 0.3 $399k 3.5k 113.64
Deere & Company (DE) 0.3 $385k 937.00 410.89
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $356k 3.8k 93.91
Apple (AAPL) 0.2 $264k 1.5k 171.76
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $264k 2.4k 110.69
NVIDIA Corporation (NVDA) 0.2 $245k 271.00 904.06
Advanced Drain Sys Inc Del (WMS) 0.2 $230k 1.3k 172.28