BCU Wealth Advisors

BCU Wealth Advisors as of Dec. 31, 2025

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 61 positions in its portfolio as reported in the December 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) 44.0 $115M 2.9M 39.59
Dimensional Etf Trust Intl Core Equity (DFIC) 14.3 $37M 1.1M 34.46
Dimensional Etf Trust Short Duration F (DFSD) 6.6 $17M 360k 47.95
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.5 $12M 358k 33.08
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.1 $11M 253k 42.56
Ishares Tr Core Univrsl Usd (IUSB) 2.2 $5.6M 121k 46.54
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $4.7M 113k 41.56
Ishares Tr Core S&p500 Etf (IVV) 1.7 $4.5M 6.6k 684.93
Ishares Tr S&p 500 Val Etf (IVE) 1.6 $4.1M 19k 212.07
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.6 $4.1M 67k 60.81
Dimensional Etf Trust Us Real Estate E (DFAR) 1.5 $3.9M 172k 22.90
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $3.5M 29k 123.26
Ishares Core Msci Emkt (IEMG) 1.2 $3.2M 47k 67.22
Ishares Tr Eafe Value Etf (EFV) 1.1 $2.8M 40k 71.41
Ishares Tr S&p 100 Etf (OEF) 1.1 $2.8M 8.1k 342.96
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.8 $2.0M 19k 101.67
Ishares Tr Mbs Etf (MBB) 0.7 $1.9M 20k 95.22
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.8M 9.2k 198.61
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.5M 6.0k 250.33
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $1.4M 43k 33.30
Blackrock Etf Trust Ishares Us Thema (THRO) 0.5 $1.4M 37k 38.56
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.5 $1.4M 26k 52.77
Abbvie (ABBV) 0.4 $1.2M 5.1k 228.51
Ishares Gold Tr Ishares New (IAU) 0.4 $1.2M 14k 81.17
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.1M 22k 50.01
Vanguard World Mega Cap Index (MGC) 0.3 $705k 2.8k 251.13
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.3 $696k 1.1k 614.40
Vanguard Specialized Funds Div App Etf (VIG) 0.3 $664k 3.0k 219.75
Ge Aerospace Com New (GE) 0.2 $648k 2.1k 307.99
Coca-Cola Company (KO) 0.2 $632k 9.0k 69.91
CVS Caremark Corporation (CVS) 0.2 $611k 7.7k 79.36
Abbott Laboratories (ABT) 0.2 $593k 4.7k 125.30
Ishares Tr Us Aer Def Etf (ITA) 0.2 $585k 2.7k 214.69
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $548k 1.6k 335.20
NVIDIA Corporation (NVDA) 0.2 $528k 2.8k 186.50
Exxon Mobil Corporation (XOM) 0.2 $521k 4.3k 120.34
Ishares Tr Core Div Grwth (DGRO) 0.2 $509k 7.3k 69.42
Blackstone Group Inc Com Cl A (BX) 0.2 $493k 3.2k 154.14
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $487k 3.3k 148.97
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $404k 5.4k 75.05
Baxter International (BAX) 0.2 $404k 21k 19.11
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.2 $399k 1.4k 277.01
Ishares Tr Jpmorgan Usd Emg (EMB) 0.1 $375k 3.9k 96.27
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $373k 5.0k 74.07
Etf Ser Solutions Distillate Us (DSTL) 0.1 $348k 5.9k 58.90
Microsoft Corporation (MSFT) 0.1 $343k 710.00 483.50
Ge Vernova (GEV) 0.1 $340k 520.00 653.71
Alphabet Cap Stk Cl C (GOOG) 0.1 $333k 1.1k 313.72
Wal-Mart Stores (WMT) 0.1 $331k 3.0k 111.41
Philip Morris International (PM) 0.1 $331k 2.1k 160.40
Ishares Tr Eafe Grwth Etf (EFG) 0.1 $305k 2.7k 113.94
Amazon (AMZN) 0.1 $281k 1.2k 230.82
Ishares Tr Conv Bd Etf (ICVT) 0.1 $275k 2.8k 98.49
JPMorgan Chase & Co. (JPM) 0.1 $271k 840.00 322.19
Johnson & Johnson (JNJ) 0.1 $270k 1.3k 206.98
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $259k 1.8k 144.01
Apple (AAPL) 0.1 $258k 950.00 271.87
Oracle Corporation (ORCL) 0.1 $241k 1.2k 194.95
Ishares Tr Us Treas Bd Etf (GOVT) 0.1 $219k 9.5k 23.02
Emcor (EME) 0.1 $203k 332.00 612.25
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $201k 2.3k 86.23