BCR Wealth Strategies

BCR Wealth Strategies as of March 31, 2025

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 26 positions in its portfolio as reported in the March 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
American Centy Etf Tr Us Eqt Etf (AVUS) 26.3 $60M 649k 92.38
Dimensional Etf Trust Dimensional Us (DXUV) 14.8 $34M 672k 50.25
American Centy Etf Tr Avantis Core Fi (AVIG) 10.8 $25M 595k 41.39
Dimensional Etf Trust Core Fixed Incom (DFCF) 10.7 $24M 577k 42.06
American Centy Etf Tr Intl Eqt Etf (AVDE) 9.6 $22M 331k 66.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.3 $14M 539k 26.46
Dimensional Etf Trust Dimensional Intl (DXIV) 6.1 $14M 268k 51.89
Vanguard Malvern Fds Core Bd Etf (VCRB) 5.3 $12M 155k 77.43
Vanguard Index Fds Real Estate Etf (VNQ) 4.6 $11M 116k 90.53
Ishares Tr Ultra Short-term (ICSH) 1.6 $3.6M 71k 50.70
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.1M 3.8k 559.38
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $841k 14k 60.13
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $677k 3.9k 172.05
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $659k 13k 51.48
Apple (AAPL) 0.3 $637k 2.9k 221.80
Southern Company (SO) 0.3 $577k 6.3k 91.81
Deere & Company (DE) 0.2 $439k 937.00 468.52
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $399k 3.4k 115.69
Emerson Electric (EMR) 0.2 $392k 3.6k 109.56
Encompass Health Corp (EHC) 0.2 $381k 3.8k 101.03
NVIDIA Corporation (NVDA) 0.2 $349k 3.2k 108.15
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $330k 3.8k 87.05
Lowe's Companies (LOW) 0.1 $322k 1.4k 232.66
Meta Platforms Cl A (META) 0.1 $298k 518.00 575.29
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $229k 2.5k 92.41
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $212k 3.0k 71.12