BCU Wealth Advisors

BCU Wealth Advisors as of Dec. 31, 2024

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 54 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 42.8 $75M 2.2M 34.59
Dimensional Etf Trust Intl Core Equity (DFIC) 13.3 $23M 902k 25.84
Dimensional Etf Trust Short Duration F (DFSD) 7.0 $12M 260k 46.88
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.4 $7.6M 185k 41.27
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $7.4M 284k 26.19
Ishares Tr Core Total Usd (IUSB) 3.4 $6.0M 134k 45.20
Ishares Tr Core S&p500 Etf (IVV) 3.2 $5.6M 9.6k 588.70
Dimensional Etf Trust Inflation Prote (DFIP) 2.1 $3.6M 89k 40.49
Dimensional Etf Trust Us Real Estate E (DFAR) 1.5 $2.5M 109k 23.27
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $2.5M 25k 101.53
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.3 $2.3M 13k 178.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $2.2M 43k 51.25
Ishares Tr Eafe Value Etf (EFV) 1.1 $1.9M 37k 52.47
Ishares Tr Eafe Grwth Etf (EFG) 1.1 $1.9M 20k 96.83
Ishares Tr Mbs Etf (MBB) 1.0 $1.7M 19k 91.68
Ishares Tr S&p 500 Val Etf (IVE) 0.7 $1.3M 6.7k 190.89
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.1M 21k 52.02
Dimensional Etf Trust Ultrashort Fixed (DUSB) 0.6 $1.1M 21k 50.59
Ishares Msci Emrg Chn (EMXC) 0.6 $981k 18k 55.45
Abbvie (ABBV) 0.5 $878k 4.9k 177.69
Ishares Tr U.s. Tech Etf (IYW) 0.5 $834k 5.2k 159.52
Apple (AAPL) 0.5 $828k 3.3k 250.42
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $675k 7.7k 87.33
Ishares Tr Msci Usa Mmentm (MTUM) 0.4 $620k 3.0k 206.95
Coca-Cola Company (KO) 0.3 $592k 9.5k 62.26
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $585k 3.0k 195.85
Baxter International (BAX) 0.3 $584k 20k 29.16
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $577k 1.1k 511.03
Abbott Laboratories (ABT) 0.3 $510k 4.5k 113.10
Vanguard World Mega Cap Index (MGC) 0.3 $508k 2.4k 212.66
Dimensional Etf Trust Us Core Eqt Mkt (DFAU) 0.3 $477k 12k 40.49
CVS Caremark Corporation (CVS) 0.3 $475k 11k 44.89
Ishares Core Msci Emkt (IEMG) 0.3 $444k 8.5k 52.22
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $412k 3.2k 128.82
Dimensional Etf Trust Intl Core Eqt Mk (DFAI) 0.2 $401k 14k 29.20
NVIDIA Corporation (NVDA) 0.2 $380k 2.8k 134.29
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $358k 5.3k 67.03
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $354k 1.2k 289.83
Ge Aerospace Com New (GE) 0.2 $349k 2.1k 166.76
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $338k 1.4k 235.19
Etf Ser Solutions Distillate Us (DSTL) 0.2 $322k 5.9k 54.93
Ishares Tr Core Div Grwth (DGRO) 0.2 $305k 5.0k 61.34
Ishares Gold Tr Ishares New (IAU) 0.2 $290k 5.9k 49.51
Ishares Tr Conv Bd Etf (ICVT) 0.2 $275k 3.2k 84.98
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $275k 3.1k 89.04
Amazon (AMZN) 0.2 $267k 1.2k 219.39
Philip Morris International (PM) 0.1 $246k 2.0k 120.37
Microsoft Corporation (MSFT) 0.1 $224k 532.00 421.73
Wal-Mart Stores (WMT) 0.1 $224k 2.5k 90.34
Ishares Tr Us Infrastruc (IFRA) 0.1 $210k 4.5k 46.29
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $209k 9.1k 22.98
Select Sector Spdr Tr Technology (XLK) 0.1 $208k 893.00 232.46
Oracle Corporation (ORCL) 0.1 $205k 1.2k 166.67
Alphabet Cap Stk Cl C (GOOG) 0.1 $202k 1.1k 190.50