BCR Wealth Strategies

BCR Wealth Strategies as of Sept. 30, 2025

Portfolio Holdings for BCR Wealth Strategies

BCR Wealth Strategies holds 30 positions in its portfolio as reported in the September 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 $74M 682k 108.70
Dimensional Etf Trust Dimensional Us (DXUV) 15.0 $43M 728k 58.44
American Centy Etf Tr Avantis Core Fi (AVIG) 10.0 $29M 677k 42.08
Dimensional Etf Trust Core Fixed Incom (DFCF) 9.9 $28M 658k 42.76
American Centy Etf Tr Intl Eqt Etf (AVDE) 9.5 $27M 341k 78.90
Vanguard Malvern Fds Core Bd Etf (VCRB) 7.9 $23M 288k 78.41
Dimensional Etf Trust Emerging Mkts Co (DFEM) 6.4 $18M 563k 32.07
Dimensional Etf Trust Dimensional Intl (DXIV) 5.6 $16M 258k 61.53
Vanguard Index Fds Real Estate Etf (VNQ) 4.2 $12M 131k 91.42
Ishares Tr Ultra Short Dur (ICSH) 1.6 $4.5M 89k 50.74
Spdr S&p 500 Etf Tr Tr Unit (SPY) 0.9 $2.4M 3.7k 666.03
American Centy Etf Tr Avantis Emgmkt (AVEM) 0.3 $907k 12k 75.06
Vanguard Index Fds Extend Mkt Etf (VXF) 0.3 $823k 3.9k 209.15
Dimensional Etf Trust Us Targeted Vlu (DFAT) 0.3 $745k 13k 58.19
NVIDIA Corporation (NVDA) 0.2 $622k 3.3k 186.34
Apple (AAPL) 0.2 $593k 2.3k 254.40
Southern Company (SO) 0.2 $586k 6.2k 94.67
Vanguard Intl Equity Index F Tt Wrld St Etf (VT) 0.2 $585k 4.2k 137.68
Emerson Electric (EMR) 0.2 $492k 3.8k 130.96
Deere & Company (DE) 0.2 $428k 937.00 456.78
Lowe's Companies (LOW) 0.1 $398k 1.6k 251.26
American Centy Etf Tr Us Sml Cp Valu (AVUV) 0.1 $377k 3.8k 99.45
Lam Research Corp Com New (LRCX) 0.1 $358k 2.7k 133.58
Vanguard Index Fds Sm Cp Val Etf (VBR) 0.1 $315k 1.5k 208.06
American Centy Etf Tr Avantis All Eqt (AVGE) 0.1 $300k 3.6k 83.31
Meta Platforms Cl A (META) 0.1 $295k 403.00 732.01
Pimco Etf Tr Active Bd Etf (BOND) 0.1 $270k 2.9k 93.33
Spdr Gold Tr Gold Shs (GLD) 0.1 $233k 656.00 355.18
Encompass Health Corp (EHC) 0.1 $224k 1.8k 126.48
Tesla Motors (TSLA) 0.1 $205k 463.00 442.76