BCU Wealth Advisors

BCU Wealth Advisors as of March 31, 2025

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 50 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 43.7 $84M 2.5M 32.99
Dimensional Etf Trust Intl Core Equity (DFIC) 13.5 $26M 938k 27.77
Dimensional Etf Trust Short Duration F (DFSD) 6.7 $13M 272k 47.52
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.3 $8.3M 314k 26.46
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.2 $8.1M 192k 42.06
Ishares Tr Core Total Usd (IUSB) 3.8 $7.2M 157k 46.08
Ishares Tr Core S&p500 Etf (IVV) 3.3 $6.4M 11k 561.90
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $3.5M 83k 42.11
Dimensional Etf Trust Us Real Estate E (DFAR) 1.5 $2.9M 122k 23.77
Ishares Tr S&p 500 Grwt Etf (IVW) 1.4 $2.7M 30k 92.83
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.4 $2.6M 15k 170.89
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $2.5M 51k 48.76
Ishares Tr Eafe Value Etf (EFV) 1.2 $2.4M 40k 58.94
Ishares Tr Eafe Grwth Etf (EFG) 1.2 $2.3M 23k 100.00
Ishares Tr Mbs Etf (MBB) 1.0 $2.0M 22k 93.78
Ishares Tr S&p 500 Val Etf (IVE) 0.8 $1.5M 8.0k 190.59
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.7 $1.3M 24k 52.38
Ishares Msci Emrg Chn (EMXC) 0.6 $1.2M 21k 55.09
Abbvie (ABBV) 0.5 $1.0M 5.0k 209.50
Ishares Tr U.s. Tech Etf (IYW) 0.5 $875k 6.2k 140.44
Ishares Tr 20 Yr Tr Bd Etf (TLT) 0.4 $816k 9.0k 91.03
Baxter International (BAX) 0.4 $744k 22k 34.23
Apple (AAPL) 0.4 $735k 3.3k 222.12
CVS Caremark Corporation (CVS) 0.4 $687k 10k 67.75
Coca-Cola Company (KO) 0.3 $648k 9.0k 71.62
Abbott Laboratories (ABT) 0.3 $600k 4.5k 132.66
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $581k 3.0k 193.99
Ishares Core Msci Emkt (IEMG) 0.3 $540k 10k 53.97
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $529k 1.1k 468.74
Exxon Mobil Corporation (XOM) 0.3 $515k 4.3k 118.93
Vanguard World Mega Cap Index (MGC) 0.3 $482k 2.4k 201.35
Ishares Tr Msci Usa Mmentm (MTUM) 0.2 $451k 2.2k 202.14
Ge Aerospace Com New (GE) 0.2 $419k 2.1k 200.12
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $391k 3.2k 121.90
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $355k 5.4k 66.34
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $337k 1.2k 274.78
Philip Morris International (PM) 0.2 $325k 2.0k 158.75
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $324k 3.6k 90.60
Etf Ser Solutions Distillate Us (DSTL) 0.2 $319k 5.9k 54.24
Ishares Tr Core Div Grwth (DGRO) 0.2 $309k 5.0k 61.79
NVIDIA Corporation (NVDA) 0.2 $307k 2.8k 108.38
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $303k 1.4k 210.96
Ishares Tr Conv Bd Etf (ICVT) 0.1 $280k 3.4k 83.62
Ishares Tr Us Infrastruc (IFRA) 0.1 $255k 5.7k 45.07
Amazon (AMZN) 0.1 $232k 1.2k 190.26
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $225k 9.8k 22.99
Ishares Gold Tr Ishares New (IAU) 0.1 $222k 3.8k 58.96
Wal-Mart Stores (WMT) 0.1 $218k 2.5k 87.80
Johnson & Johnson (JNJ) 0.1 $208k 1.3k 165.87
JPMorgan Chase & Co. (JPM) 0.1 $203k 829.00 245.23