HoldingsChannel.com
| 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 |
