BCU Wealth Advisors

BCU Wealth Advisors as of March 31, 2026

Portfolio Holdings for BCU Wealth Advisors

BCU Wealth Advisors holds 60 positions in its portfolio as reported in the March 2026 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Dimensional Etf Trust Us Core Equity 2 (DFAC) 44.3 $119M 3.1M 38.86
Dimensional Etf Trust Intl Core Equity (DFIC) 14.2 $38M 1.1M 35.53
Dimensional Etf Trust Short Duration F (DFSD) 6.7 $18M 374k 47.88
Dimensional Etf Trust Emerging Mkts Co (DFEM) 4.5 $12M 347k 34.55
Dimensional Etf Trust Core Fixed Incom (DFCF) 4.2 $11M 265k 42.22
Ishares Tr Core Univrsl Usd (IUSB) 2.2 $5.9M 128k 46.19
Ishares Tr Core S&p500 Etf (IVV) 2.1 $5.6M 8.5k 653.17
Dimensional Etf Trust Inflation Prote (DFIP) 1.8 $4.8M 116k 41.72
Dimensional Etf Trust Us Real Estate E (DFAR) 1.5 $4.0M 170k 23.65
Ishares Tr S&p 500 Val Etf (IVE) 1.4 $3.9M 18k 211.14
Blackrock Etf Trust Ishares Us Equit (DYNF) 1.3 $3.4M 59k 58.18
Ishares Tr S&p 500 Grwt Etf (IVW) 1.3 $3.4M 30k 113.11
Ishares Core Msci Emkt (IEMG) 1.1 $3.1M 44k 69.75
Ishares Tr Eafe Value Etf (EFV) 1.1 $2.9M 39k 74.35
Ishares Tr 10-20 Yr Trs Etf (TLH) 0.7 $2.0M 20k 100.72
Ishares Tr Mbs Etf (MBB) 0.7 $2.0M 21k 94.95
Ishares Tr Eafe Grwth Etf (EFG) 0.7 $1.9M 17k 111.37
Ishares Tr Msci Usa Qlt Fct (QUAL) 0.7 $1.8M 9.5k 191.81
Ishares Tr Us Treas Bd Etf (GOVT) 0.7 $1.8M 80k 22.91
Blackrock Etf Trust Ishares A I Inno (BAI) 0.6 $1.5M 47k 32.95
Ishares Tr Msci Usa Mmentm (MTUM) 0.6 $1.5M 6.3k 239.98
Blackrock Etf Trust Ishares Us Thema (THRO) 0.5 $1.4M 39k 36.22
Ishares Tr Core Intl Aggr (IAGG) 0.4 $1.2M 24k 50.04
Blackrock Etf Trust Ii Ishares Flexible (BINC) 0.4 $1.1M 22k 51.93
Abbvie (ABBV) 0.4 $1.1M 5.1k 217.51
Blackrock Etf Trust Ishares Large Ca (BLCR) 0.4 $1.1M 27k 41.06
Blackrock Etf Trust Ishares Defense (IDEF) 0.4 $1.0M 32k 32.72
Exxon Mobil Corporation (XOM) 0.3 $735k 4.3k 169.66
Vanguard World Mega Cap Index (MGC) 0.2 $665k 2.8k 236.38
Coca-Cola Company (KO) 0.2 $659k 8.7k 76.05
Invesco Qqq Tr Unit Ser 1 (QQQ) 0.2 $655k 1.1k 577.37
Vanguard Specialized Funds Div App Etf (VIG) 0.2 $651k 3.0k 215.10
Ge Aerospace Com New (GE) 0.2 $597k 2.1k 283.82
CVS Caremark Corporation (CVS) 0.2 $555k 7.7k 71.82
Vanguard Index Fds Total Stk Mkt (VTI) 0.2 $524k 1.6k 320.75
Ishares Tr Core Div Grwth (DGRO) 0.2 $511k 7.3k 70.18
NVIDIA Corporation (NVDA) 0.2 $494k 2.8k 174.40
Abbott Laboratories (ABT) 0.2 $488k 4.7k 102.67
Ishares Tr Esg Awr Msci Usa (ESGU) 0.2 $463k 3.3k 141.43
Ge Vernova (GEV) 0.2 $454k 520.00 873.67
Ishares Gold Tr Ishares New (IAU) 0.2 $422k 4.8k 88.16
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ) 0.2 $406k 5.4k 75.19
Vanguard Bd Index Fds Total Bnd Mrkt (BND) 0.1 $373k 5.1k 73.64
Wal-Mart Stores (WMT) 0.1 $370k 3.0k 124.28
Blackstone Group Inc Com Cl A (BX) 0.1 $368k 3.2k 114.99
Baxter International (BAX) 0.1 $355k 21k 16.80
Ishares Tr Rus Tp200 Gr Etf (IWY) 0.1 $349k 1.4k 248.93
Etf Ser Solutions Distillate Us (DSTL) 0.1 $343k 5.9k 57.88
Philip Morris International (PM) 0.1 $342k 2.1k 165.30
Johnson & Johnson (JNJ) 0.1 $320k 1.3k 244.37
Ishares Tr National Mun Etf (MUB) 0.1 $305k 2.9k 106.14
Alphabet Cap Stk Cl C (GOOG) 0.1 $304k 1.1k 286.79
Ishares Tr Conv Bd Etf (ICVT) 0.1 $268k 2.6k 101.81
Microsoft Corporation (MSFT) 0.1 $263k 710.00 370.08
Amazon (AMZN) 0.1 $254k 1.2k 208.27
JPMorgan Chase & Co. (JPM) 0.1 $248k 844.00 294.00
Emcor (EME) 0.1 $245k 332.00 739.27
Apple (AAPL) 0.1 $241k 950.00 253.83
Select Sector Spdr Tr State Street Tec (XLK) 0.1 $239k 1.8k 132.88
Ishares Tr Msci Eafe Min Vl (EFAV) 0.1 $213k 2.3k 91.35