BCR Wealth Strategies

BCR Wealth Strategies as of June 30, 2025

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 27 positions in its portfolio as reported in the June 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) 26.1 $68M 670k 100.82
Dimensional Etf Trust Dimensional Us (DXUV) 14.9 $38M 708k 54.23
American Centy Etf Tr Avantis Core Fi (AVIG) 10.0 $26M 623k 41.62
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.9 $26M 608k 42.26
American Centy Etf Tr Intl Eqt Etf (AVDE) 9.6 $25M 335k 74.01
Vanguard Malvern Fds Core Bd Etf (VCRB) 7.6 $20M 255k 77.58
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.5 $17M 563k 29.68
Dimensional Etf Trust Dimensional Intl (DXIV) 5.8 $15M 257k 58.05
Vanguard Index Fds Real Estate Etf (VNQ) 4.3 $11M 124k 89.05
Ishares Tr Ultra Short Dur (ICSH) 1.4 $3.7M 73k 50.71
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.4M 3.8k 617.71
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.4 $922k 14k 68.51
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $758k 3.9k 192.63
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $690k 13k 53.90
Southern Company (SO) 0.2 $577k 6.3k 91.70
NVIDIA Corporation (NVDA) 0.2 $514k 3.3k 157.91
Emerson Electric (EMR) 0.2 $499k 3.7k 133.32
Deere & Company (DE) 0.2 $476k 937.00 508.00
Apple (AAPL) 0.2 $471k 2.3k 205.14
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $467k 3.6k 128.37
Meta Platforms Cl A (META) 0.1 $382k 518.00 737.45
Lowe's Companies (LOW) 0.1 $351k 1.6k 221.59
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $345k 3.8k 91.00
Encompass Health Corp (EHC) 0.1 $339k 2.8k 122.34
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $271k 3.5k 77.34
Lam Research Corp Com New (LRCX) 0.1 $256k 2.6k 96.97
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $235k 2.6k 91.83