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Entity | Shares/Amount Change | Position Value Change |
VT |
-2,396 | -$223 |
Entity | Shares/Amount Change | Position Value Change |
DFEM |
+61,914 | +$2,117 | AVIG |
+12,125 | +$1,580 | DFCF |
+10,658 | +$1,420 | ICSH |
+9,850 | +$496 | AVDE |
+2,969 | +$1,566 | VNQ |
+2,203 | +$1,411 | EMR |
+20 | +$5 | SPY |
UNCH | +$229 | META |
UNCH | +$143 | VXF |
UNCH | +$102 |
Entity | Shares/Amount Change | Position Value Change |
AVUS |
-7,195 | +$4,652 | AVEM |
-668 | +$24 | VT |
-57 | +$17 | SO |
-27 | +$34 | AAPL |
UNCH | +$32 | AVUV |
UNCH | +$45 | DE |
UNCH | +$21 | DFAT |
UNCH | +$85 | EHC |
UNCH | -$5 |
Size ($ in 1000's)
At 12/31/2023: $139,480 At 09/30/2023: $125,506
BCR Wealth Strategies LLC holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from BCR Wealth Strategies LLC 13F filings.
Link to 13F filings: SEC filings
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As of 12/31/2023, we find all stocks held by BCR Wealth Strategies LLC to be as follows, presented in the
table below with each row detailing each BCR Wealth Strategies LLC position, ordered by largest to smallest position size.
The all-stocks-held-by-BCR Wealth Strategies LLC table shows the entity held in the first column (click any entity to explore other funds
holding positions), the share amount held, the share count change between the last two reporting periods, and finally the
position size for all stocks held by BCR Wealth Strategies LLC as of the latest filing.
Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
AMERICAN CENTY ETF TR (AVUS) |
624,764 |
-7,195 |
$50,949 | AVUS | 624,764 | -7,195 | $50,949 | AMERICAN CENTY ETF TR (AVIG) |
499,671 |
+12,125 |
$20,901 | AVIG | 499,671 | +12,125 | $20,901 | DIMENSIONAL ETF TRUST (DFCF) |
487,822 |
+10,658 |
$20,683 | DFCF | 487,822 | +10,658 | $20,683 | AMERICAN CENTY ETF TR (AVDE) |
293,061 |
+2,969 |
$17,709 | AVDE | 293,061 | +2,969 | $17,709 | DIMENSIONAL ETF TRUST (DFEM) |
408,260 |
+61,914 |
$10,190 | DFEM | 408,260 | +61,914 | $10,190 | VANGUARD INDEX FDS (VNQ) |
97,958 |
+2,203 |
$8,655 | VNQ | 97,958 | +2,203 | $8,655 | SPDR S&P 500 ETF TR (SPY) |
4,786 |
UNCH |
$2,274 | SPY | 4,786 | UNCH | $2,274 | ISHARES TR (ICSH) |
39,480 |
+9,850 |
$1,988 | ICSH | 39,480 | +9,850 | $1,988 | AMERICAN CENTY ETF TR (AVEM) |
16,705 |
-668 |
$941 | AVEM | 16,705 | -668 | $941 | META PLATFORMS INC |
2,658 |
UNCH |
$940 | META | 2,658 | UNCH | $940 | VANGUARD INDEX FDS (VXF) |
4,832 |
UNCH |
$794 | VXF | 4,832 | UNCH | $794 | ENCOMPASS HEALTH CORP |
11,129 |
UNCH |
$742 | EHC | 11,129 | UNCH | $742 | DIMENSIONAL ETF TRUST (DFAT) |
12,917 |
UNCH |
$675 | DFAT | 12,917 | UNCH | $675 | SOUTHERN CO |
6,505 |
-27 |
$456 | SO | 6,505 | -27 | $456 | DEERE & CO |
937 |
UNCH |
$374 | DE | 937 | UNCH | $374 | AMERICAN CENTY ETF TR (AVUV) |
3,791 |
UNCH |
$340 | AVUV | 3,791 | UNCH | $340 | EMERSON ELEC CO |
3,494 |
+20 |
$340 | EMR | 3,494 | +20 | $340 | APPLE INC |
1,504 |
UNCH |
$289 | AAPL | 1,504 | UNCH | $289 | VANGUARD INTL EQUITY INDEX F (VT) |
2,339 |
-57 |
$240 | VT | 2,339 | -57 | $240 |
See Summary: BCR Wealth Strategies LLC Top Holdings
See Details: Top 10 Stocks Held By BCR Wealth Strategies LLC
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