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BCR Wealth Strategies LLC Top Holdings
As of  09/30/2022, 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
 06/30/2022 to 09/30/2022
Position Size
($ in 1000's)
AMERICAN CENTY ETF TR (AVUS) 632,373 +19,664 $39,428
     AVUS632,373+19,664$39,428
AMERICAN CENTY ETF TR (AVIG) 443,742 +14,779 $17,960
     AVIG443,742+14,779$17,960
AMERICAN CENTY ETF TR (AVDE) 295,664 +19,265 $13,488
     AVDE295,664+19,265$13,488
DIMENSIONAL ETF TRUST (DFCF) 201,742 +68,460 $8,259
     DFCF201,742+68,460$8,259
VANGUARD INDEX FDS (VNQ) 89,662 +2,200 $7,188
     VNQ89,662+2,200$7,188
SPDR S&P 500 ETF TR (SPY) 4,853 UNCH $1,733
     SPY4,853UNCH$1,733
ISHARES TR (ICSH) 23,220 +488 $1,161
     ICSH23,220+488$1,161
DIMENSIONAL ETF TRUST (DFEM) 54,468 +50,326 $1,113
     DFEM54,468+50,326$1,113
AMERICAN CENTY ETF TR (AVEM) 19,389 -476 $891
     AVEM19,389-476$891
VANGUARD INDEX FDS (VXF) 5,076 UNCH $645
     VXF5,076UNCH$645
DIMENSIONAL ETF TRUST (DFAT) 12,917 UNCH $503
     DFAT12,917UNCH$503
ENCOMPASS HEALTH CORP 11,129 UNCH $503
     EHC11,129UNCH$503
SOUTHERN CO 6,170 +4 $420
     SO6,170+4$420
META PLATFORMS INC 2,658 -300 $361
     FB2,658-300$361
DEERE & CO 937 UNCH $313
     DE937UNCH$313
APPLE INC 1,842 +1,522 $255
     AAPL1,842+1,522$255
AMERICAN CENTY ETF TR (AVUV) 3,791 UNCH $251
     AVUV3,791UNCH$251
EMERSON ELEC CO 3,394 +21 $249
     EMR3,394+21$249
ISHARES TR (MUB) 1,725 UNCH $177
     MUB1,725UNCH$177
PROASSURANCE CORP 8,869 UNCH $173
     PRA8,869UNCH$173
VANGUARD BD INDEX FDS (BIV) 2,136 UNCH $157
     BIV2,136UNCH$157
VANGUARD CHARLOTTE FDS (BNDX) 3,200 UNCH $153
     BNDX3,200UNCH$153
PIMCO ETF TR (BOND) 1,530 -230 $137
     BOND1,530-230$137
ROYAL BK CDA 1,497 UNCH $135
     RY1,497UNCH$135
NORTHROP GRUMMAN CORP 230 UNCH $108
     NOC230UNCH$108
SPDR GOLD TR (GLD) 630 UNCH $97
     GLD630UNCH$97
VANGUARD INTL EQUITY INDEX F (VT) 1,214 +8 $96
     VT1,214+8$96
DIMENSIONAL ETF TRUST (DFAS) 1,761 UNCH $82
     DFAS1,761UNCH$82
ENHABIT INC 5,564 +5,564 $78
     EHAB5,564+5,564$78
VANGUARD INDEX FDS (VTV) 631 UNCH $78
     VTV631UNCH$78
VANGUARD INTL EQUITY INDEX F (VEU) 1,719 UNCH $76
     VEU1,719UNCH$76
LILLY ELI & CO 224 +24 $72
     LLY224+24$72
WELLS FARGO CO NEW 1,483 UNCH $60
     WFC1,483UNCH$60
PROCTER AND GAMBLE CO 450 UNCH $57
     PG450UNCH$57
VANGUARD INDEX FDS (VOO) 173 UNCH $57
     VOO173UNCH$57
ISHARES TR (EUSB) 1,284 UNCH $54
     EUSB1,284UNCH$54
FIRST HORIZON CORPORATION 2,360 UNCH $54
     FHN2,360UNCH$54
BERKSHIRE HATHAWAY INC DEL      $53
     BRK.B200UNCH$53
GENERAL MLS INC 679 UNCH $52
     GIS679UNCH$52
ISHARES TR (AOA) 876 +28 $49
     AOA876+28$49
VANGUARD WORLD FD (ESGV) 786 UNCH $49
     ESGV786UNCH$49
TESLA INC 183 +122 $49
     TSLA183+122$49
VANGUARD TAX MANAGED FDS (VEA) 1,313 UNCH $48
     VEA1,313UNCH$48
AFLAC INC 813 UNCH $46
     AFL813UNCH$46
PEPSICO INC 265 UNCH $43
     PEP265UNCH$43
VANGUARD INDEX FDS (VBR) 289 UNCH $41
     VBR289UNCH$41
VANGUARD INDEX FDS (VOE) 323 UNCH $39
     VOE323UNCH$39
INTERCONTINENTAL EXCHANGE IN (ICE) 340 UNCH $31
     ICE340UNCH$31
ISHARES TR (SOXX) 96 UNCH $31
     SOXX96UNCH$31
REGIONS FINANCIAL CORP NEW 1,459 UNCH $29
     RF1,459UNCH$29

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

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

Size ($ in 1000's)
At 09/30/2022: $97,503
At 06/30/2022: $96,766

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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