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 | $289 |
See Full List: All Stocks Held By BCR Wealth Strategies LLC
Including:
Biggest exits
Biggest increased positions
Biggest decreased positions
See Details: Top 10 Stocks Held By BCR Wealth Strategies LLC
Size ($ 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 |