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CIK: 0002003570
Total reported value
$301.1M
$301.1M
45 檔
26.8%
The Q1 2024 SEC filing reveals that BCU Wealth Advisors, LLC held a total portfolio value of $301.1M, covering 45 public equity positions.
During Q1 2024, BCU Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 26.8% of total reported equity market value during Q1 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 42.27% | +0.38% | +24.07% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.44% | -0.30% | +20.16% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.51% | -0.27% | +21.02% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.67% | -0.17% | +22.88% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 4.59% | +1.33% | -19.90% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.90% | +0.45% | +45.08% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.23% | -0.10% | +21.50% | |
| 8 | DFAI | Dimensional International Co | ETF-Other | 2.02% | — | +49.76% | |
| 9 | DFAU | Dimensional US Core Equity M | ETF-Other | 1.97% | — | +49.47% | |
| 10 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.42% | -0.52% | +4.43% | |
| 11 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.36% | +0.08% | — | |
| 12 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.27% | +0.04% | +24.62% | |
| 13 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.23% | -0.05% | +11.69% | |
| 14 | MBB | Ishares Mbs ETF | ETF-Other | 1.04% | -0.06% | +15.57% | |
| 15 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.02% | +0.13% | +191.32% | |
| 16 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.82% | -0.28% | — | |
| 17 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.79% | -0.58% | -28.61% | |
| 18 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 0.78% | +0.04% | +7.35% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.75% | +0.02% | +0.64% | |
| 20 | BAX | Baxter International Inc | Stock-Healthcare | 0.72% | +0.02% | -16.27% | |
| 21 | CVS | Cvs Health CORP | Stock-Healthcare | 0.70% | +0.06% | +37.43% | |
| 22 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.58% | — | +8.71% | |
| 23 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.58% | — | +51.45% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.53% | +0.01% | +9.74% | |
| 25 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.52% | -0.01% | — | |
| 26 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.52% | — | -13.44% | |
| 27 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.46% | -0.03% | +0.31% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.44% | -0.28% | — | |
| 29 | ABT | Abbott Laboratories | Stock-Healthcare | 0.43% | -0.04% | +0.34% | |
| 30 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.41% | — | — | |
| 31 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.40% | — | — | |
| 32 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.39% | +0.03% | +0.20% | |
| 33 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.38% | -0.04% | +0.17% | |
| 34 | GE | General Electric | Stock-Industrials | 0.31% | +0.08% | +0.05% | |
| 35 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.30% | -0.04% | -49.82% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.27% | -0.03% | +0.28% | |
| 37 | DSTL | Distillate US Fundamental St | ETF-Other | 0.27% | -0.03% | +0.19% | |
| 38 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.24% | -0.06% | +0.43% | |
| 39 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.24% | +0.01% | +0.14% | |
| 40 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.23% | — | — | |
| 41 | NVDA | Nvidia CORP | Stock-Tech | 0.22% | +0.02% | — | |
| 42 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.20% | -0.34% | -61.49% | |
| 43 | IXC | Ishares Global Energy ETF | ETF-Other | 0.20% | — | — | |
| 44 | MSFT | Microsoft CORP | Stock-Tech | 0.19% | -0.02% | — | |
| 45 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.19% | +0.01% | — |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 45 disclosed positions in Q1 2024.
Expert Analysis & Guides for Tracking Wall Street Smart Money Movements
Learn how SEC Form 13F filings work, the $100M threshold, 45-day reporting lag, and how to track top hedge fund holdings.
During Q1 2024, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (42.3%)、DFIC (10.4%)、DFSD (6.5%). The largest single position, DFAC, represented 42.3% of total portfolio value.
In Q1 2024, BCU Wealth Advisors, LLC made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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