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 | $263 |
See Full List: All Stocks Held By BCU Wealth Advisors LLC
— Including:
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Biggest exits
See Details: Top 10 Stocks Held By BCU Wealth Advisors LLC
Size ($ in 1000's)
At 12/31/2023: $92,115 At 09/30/2023: $0 Combined Holding Report Includes:
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 |