BCR Wealth Strategies

BCR Wealth Strategies as of Dec. 31, 2024

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 26 positions in its portfolio as reported in the December 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) 29.3 $63M 646k 96.93
Dimensional Etf Trust Dimensional Us (DXUV) 16.0 $34M 645k 52.85
American Centy Etf Tr Avantis Core Fi (AVIG) 11.1 $24M 585k 40.57
Dimensional Etf Trust Core Fixed Incom (DFCF) 11.0 $24M 569k 41.27
American Centy Etf Tr Intl Eqt Etf (AVDE) 9.6 $21M 333k 61.37
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $14M 516k 26.19
Dimensional Etf Trust Dimensional Intl (DXIV) 6.0 $13M 267k 48.07
Vanguard Index Fds Real Estate Etf (VNQ) 4.8 $10M 115k 89.07
Spdr S&p 500 Etf Tr Tr Unit (SPY) 1.1 $2.3M 4.0k 585.87
Ishares Tr Ultra Short-term (ICSH) 1.1 $2.3M 46k 50.42
Meta Platforms Cl A (META) 0.7 $1.5M 2.5k 585.18
Vanguard Index Fds Extend Mkt Etf (VXF) 0.4 $898k 4.7k 189.77
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $880k 15k 58.77
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $712k 13k 55.62
Southern Company (SO) 0.3 $538k 6.5k 82.31
Emerson Electric (EMR) 0.2 $441k 3.6k 123.84
Encompass Health Corp (EHC) 0.2 $431k 4.7k 92.27
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $415k 3.5k 117.40
Deere & Company (DE) 0.2 $397k 937.00 423.69
NVIDIA Corporation (NVDA) 0.2 $391k 2.9k 133.95
Apple (AAPL) 0.2 $391k 1.6k 250.32
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.2 $365k 3.8k 96.28
Lowe's Companies (LOW) 0.2 $341k 1.4k 246.39
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $224k 2.5k 90.40
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $209k 1.1k 197.92
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $208k 2.9k 72.10