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
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 |