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Size ($ in 1000's)
At 12/31/2023: $92,115
At 09/30/2023: $0
Combined Holding Report Includes:
BCU Wealth Advisors LLC
LPL Financial LLC
Madison Asset Management LLC
NATIXIS ADVISORS L.P.
BCU Wealth Advisors LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BCU Wealth Advisors LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, below is a summary of the BCU Wealth Advisors LLC top holdings by largest position size, as per the latest 13f filing made by BCU Wealth Advisors LLC.
In the BCU Wealth Advisors LLC-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by BCU Wealth Advisors LLC in that top holding, then the share count change between reporting periods, and finally the BCU Wealth Advisors LLC top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| DIMENSIONAL ETF TRUST (DFAC) |
1,255,736 |
+1,255,736 |
$36,705 | | DFAC | 1,255,736 | +1,255,736 | $36,705 | | DIMENSIONAL ETF TRUST (DFIC) |
382,639 |
+382,639 |
$9,769 | | DFIC | 382,639 | +382,639 | $9,769 | | DIMENSIONAL ETF TRUST (DFSD) |
134,654 |
+134,654 |
$6,330 | | DFSD | 134,654 | +134,654 | $6,330 | | ISHARES TR (IVV) |
12,834 |
+12,834 |
$6,130 | | IVV | 12,834 | +12,834 | $6,130 | | DIMENSIONAL ETF TRUST (DFCF) |
106,665 |
+106,665 |
$4,523 | | DFCF | 106,665 | +106,665 | $4,523 | | ISHARES TR (IUSB) |
69,435 |
+69,435 |
$3,199 | | IUSB | 69,435 | +69,435 | $3,199 | | DIMENSIONAL ETF TRUST (DFEM) |
122,706 |
+122,706 |
$3,063 | | DFEM | 122,706 | +122,706 | $3,063 | | DIMENSIONAL ETF TRUST (DFAI) |
52,523 |
+52,523 |
$1,504 | | DFAI | 52,523 | +52,523 | $1,504 | | ISHARES TR (QUAL) |
9,772 |
+9,772 |
$1,438 | | QUAL | 9,772 | +9,772 | $1,438 | | DIMENSIONAL ETF TRUST (DFAU) |
42,532 |
+42,532 |
$1,414 | | DFAU | 42,532 | +42,532 | $1,414 | | DIMENSIONAL ETF TRUST (DFIP) |
31,457 |
+31,457 |
$1,299 | | DFIP | 31,457 | +31,457 | $1,299 | | ISHARES TR (EFV) |
24,085 |
+24,085 |
$1,255 | | EFV | 24,085 | +24,085 | $1,255 | | DIMENSIONAL ETF TRUST (DFAR) |
53,592 |
+53,592 |
$1,219 | | DFAR | 53,592 | +53,592 | $1,219 | | ISHARES TR (MBB) |
11,502 |
+11,502 |
$1,082 | | MBB | 11,502 | +11,502 | $1,082 | | BAXTER INTL INC |
23,670 |
+23,670 |
$915 | | BAX | 23,670 | +23,670 | $915 | | ISHARES TR (TFLO) |
17,745 |
+17,745 |
$896 | | TFLO | 17,745 | +17,745 | $896 | | ISHARES TR (EFG) |
8,275 |
+8,275 |
$801 | | EFG | 8,275 | +8,275 | $801 | | ABBVIE INC |
4,814 |
+4,814 |
$746 | | ABBV | 4,814 | +4,814 | $746 | | ISHARES TR (TLT) |
7,477 |
+7,477 |
$739 | | TLT | 7,477 | +7,477 | $739 | | ISHARES TR (ESGU) |
6,210 |
+6,210 |
$652 | | ESGU | 6,210 | +6,210 | $652 | | APPLE INC |
3,305 |
+3,305 |
$636 | | AAPL | 3,305 | +3,305 | $636 | | ISHARES INC (IEMG) |
11,992 |
+11,992 |
$607 | | IEMG | 11,992 | +11,992 | $607 | | CVS HEALTH CORP |
7,572 |
+7,572 |
$598 | | CVS | 7,572 | +7,572 | $598 | | COCA COLA CO |
10,020 |
+10,020 |
$590 | | KO | 10,020 | +10,020 | $590 | | ISHARES TR (IYW) |
4,664 |
+4,664 |
$573 | | IYW | 4,664 | +4,664 | $573 | | ISHARES TR (LQD) |
4,929 |
+4,929 |
$545 | | LQD | 4,929 | +4,929 | $545 | | VANGUARD SPECIALIZED FUNDS (VIG) |
2,950 |
+2,950 |
$503 | | VIG | 2,950 | +2,950 | $503 | | SPDR SER TR (SPLG) |
8,961 |
+8,961 |
$501 | | SPLG | 8,961 | +8,961 | $501 | | ABBOTT LABS |
4,443 |
+4,443 |
$489 | | ABT | 4,443 | +4,443 | $489 | | DIMENSIONAL ETF TRUST (DFAE) |
18,287 |
+18,287 |
$441 | | DFAE | 18,287 | +18,287 | $441 | | INVESCO QQQ TR |
1,021 |
+1,021 |
$418 | | QQQ | 1,021 | +1,021 | $418 | | ISHARES TR (OEF) |
1,864 |
+1,864 |
$416 | | OEF | 1,864 | +1,864 | $416 | | VANGUARD WORLD FD (MGC) |
2,370 |
+2,370 |
$401 | | MGC | 2,370 | +2,370 | $401 | | ISHARES TR (IVW) |
4,872 |
+4,872 |
$366 | | IVW | 4,872 | +4,872 | $366 | | ETF SER SOLUTIONS (DSTL) |
5,815 |
+5,815 |
$287 | | DSTL | 5,815 | +5,815 | $287 | | INVESCO EXCHANGE TRADED FD T (SPHQ) |
5,290 |
+5,290 |
$286 | | SPHQ | 5,290 | +5,290 | $286 | | GENERAL ELECTRIC CO |
2,079 |
+2,079 |
$265 | | GE | 2,079 | +2,079 | $265 | | ISHARES TR (DGRO) |
4,885 |
+4,885 |
$263 | | DGRO | 4,885 | +4,885 | $263 |
See Full List: All Stocks Held By BCU Wealth Advisors LLC
— Including:
• Biggest new positions
• Biggest exits
See Details: Top 10 Stocks Held By BCU Wealth Advisors LLC
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