BCU Wealth Advisors

BCU Wealth Advisors as of June 30, 2025

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 56 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
Dimensional Etf Trust Us Core Equity 2 (DFAC) 43.5 $97M 2.7M 35.84
Dimensional Etf Trust Intl Core Equity (DFIC) 13.7 $31M 980k 31.09
Dimensional Etf Trust Short Duration F (DFSD) 6.6 $15M 308k 48.01
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.4 $9.8M 331k 29.68
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.2 $9.2M 219k 42.26
Ishares Tr Core Total Usd (IUSB) 3.2 $7.1M 153k 46.23
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $4.1M 97k 41.81
Ishares Tr Core S&p500 Etf (IVV) 1.7 $3.7M 6.0k 620.94
Ishares Tr S&p 500 Grwt Etf (IVW) 1.6 $3.6M 32k 110.10
Ishares Tr Msci Usa Qlt Fct (QUAL) 1.5 $3.3M 18k 182.82
Dimensional Etf Trust Us Real Estate E (DFAR) 1.5 $3.2M 138k 23.46
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.4 $3.1M 56k 54.46
Ishares Tr Eafe Value Etf (EFV) 1.4 $3.0M 48k 63.48
Ishares Tr S&p 500 Val Etf (IVE) 1.0 $2.3M 12k 195.42
Ishares Tr Eafe Grwth Etf (EFG) 0.9 $2.1M 19k 112.00
Ishares Core Msci Emkt (IEMG) 0.9 $2.0M 34k 60.03
Ishares Tr Mbs Etf (MBB) 0.9 $2.0M 22k 93.89
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $1.6M 16k 101.60
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.6 $1.3M 25k 52.84
Blackrock Etf Trust Ishares Us Thema (THRO) 0.5 $1.2M 33k 35.58
Ishares Tr S&p 100 Etf (OEF) 0.5 $1.2M 3.8k 304.35
Ishares Tr U.s. Tech Etf (IYW) 0.5 $1.2M 6.6k 173.26
Ishares Tr Core Intl Aggr (IAGG) 0.4 $988k 19k 51.09
Abbvie (ABBV) 0.4 $929k 5.0k 185.64
Ishares Tr Msci Usa Mmentm (MTUM) 0.3 $680k 2.8k 240.31
CVS Caremark Corporation (CVS) 0.3 $669k 9.7k 68.98
Coca-Cola Company (KO) 0.3 $640k 9.0k 70.75
Abbott Laboratories (ABT) 0.3 $639k 4.7k 136.01
Baxter International (BAX) 0.3 $632k 21k 30.28
Vanguard World Mega Cap Index (MGC) 0.3 $628k 2.8k 224.89
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $623k 1.1k 551.63
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $613k 3.0k 204.67
Microsoft Corporation (MSFT) 0.3 $594k 1.2k 497.27
Blackstone Group Inc Com Cl A (BX) 0.3 $583k 3.9k 149.58
Ge Aerospace Com New (GE) 0.2 $540k 2.1k 257.45
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $494k 1.6k 303.88
Exxon Mobil Corporation (XOM) 0.2 $467k 4.3k 107.80
NVIDIA Corporation (NVDA) 0.2 $447k 2.8k 157.99
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $435k 3.2k 135.30
Ishares Tr Core Div Grwth (DGRO) 0.2 $386k 6.0k 63.94
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $382k 5.4k 71.27
Philip Morris International (PM) 0.2 $374k 2.1k 182.10
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $355k 1.4k 246.44
Ishares Tr Jpmorgan Usd Emg (EMB) 0.2 $339k 3.7k 92.62
Etf Ser Solutions Distillate Us (DSTL) 0.1 $326k 5.9k 55.35
Wal-Mart Stores (WMT) 0.1 $290k 3.0k 97.78
Ge Vernova (GEV) 0.1 $275k 520.00 528.82
Oracle Corporation (ORCL) 0.1 $270k 1.2k 218.71
Amazon (AMZN) 0.1 $267k 1.2k 219.39
Ishares Tr 0-5 Yr Tips Etf (STIP) 0.1 $266k 2.6k 102.90
Ishares Gold Tr Ishares New (IAU) 0.1 $255k 4.1k 62.36
Blackrock Etf Trust Ishares A I Inno (BAI) 0.1 $253k 8.8k 28.85
Ishares Tr Conv Bd Etf (ICVT) 0.1 $251k 2.8k 90.11
JPMorgan Chase & Co. (JPM) 0.1 $242k 833.00 289.90
Select Sector Spdr Tr Technology (XLK) 0.1 $227k 896.00 253.16
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $216k 9.4k 22.98