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BCR Wealth Strategies LLC Top Holdings
As of  12/31/2023, below is a summary of the BCR Wealth Strategies LLC top holdings by largest position size, as per the latest 13f filing made by BCR Wealth Strategies LLC. In the BCR Wealth Strategies 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 BCR Wealth Strategies LLC in that top holding, then the share count change between reporting periods, and finally the BCR Wealth Strategies LLC top holding position size for that row.

   EntityAmountChange
 09/30/2023 to 12/31/2023
Position Size
($ in 1000's)
AMERICAN CENTY ETF TR (AVUS) 624,764 -7,195 $50,949
     AVUS624,764-7,195$50,949
AMERICAN CENTY ETF TR (AVIG) 499,671 +12,125 $20,901
     AVIG499,671+12,125$20,901
DIMENSIONAL ETF TRUST (DFCF) 487,822 +10,658 $20,683
     DFCF487,822+10,658$20,683
AMERICAN CENTY ETF TR (AVDE) 293,061 +2,969 $17,709
     AVDE293,061+2,969$17,709
DIMENSIONAL ETF TRUST (DFEM) 408,260 +61,914 $10,190
     DFEM408,260+61,914$10,190
VANGUARD INDEX FDS (VNQ) 97,958 +2,203 $8,655
     VNQ97,958+2,203$8,655
SPDR S&P 500 ETF TR (SPY) 4,786 UNCH $2,274
     SPY4,786UNCH$2,274
ISHARES TR (ICSH) 39,480 +9,850 $1,988
     ICSH39,480+9,850$1,988
AMERICAN CENTY ETF TR (AVEM) 16,705 -668 $941
     AVEM16,705-668$941
META PLATFORMS INC 2,658 UNCH $940
     META2,658UNCH$940
VANGUARD INDEX FDS (VXF) 4,832 UNCH $794
     VXF4,832UNCH$794
ENCOMPASS HEALTH CORP 11,129 UNCH $742
     EHC11,129UNCH$742
DIMENSIONAL ETF TRUST (DFAT) 12,917 UNCH $675
     DFAT12,917UNCH$675
SOUTHERN CO 6,505 -27 $456
     SO6,505-27$456
DEERE & CO 937 UNCH $374
     DE937UNCH$374
AMERICAN CENTY ETF TR (AVUV) 3,791 UNCH $340
     AVUV3,791UNCH$340
EMERSON ELEC CO 3,494 +20 $340
     EMR3,494+20$340
APPLE INC 1,504 UNCH $289
     AAPL1,504UNCH$289

See Full List: All Stocks Held By BCR Wealth Strategies LLC
Including:
     • Biggest exits
     • Biggest increased positions
     • Biggest decreased positions

See Details: Top 10 Stocks Held By BCR Wealth Strategies LLC

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

BCR Wealth Strategies LLC Top Holdings 13F Filings | www.HoldingsChannel.com

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