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CIK: 0002003570
Total reported value
$301.1M
$301.1M
47 檔
30.8%
At the close of Q2 2024, BCU Wealth Advisors, LLC disclosed equity holdings valued at approximately $301.1M, spread across 47 reported holdings.
During Q2 2024, BCU Wealth Advisors, LLC's portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | DFAC | Dimensional US Core Equity 2 | ETF-Other | 42.85% | +0.38% | +15.55% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.42% | -0.30% | +16.81% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.60% | -0.27% | +16.66% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.76% | -0.17% | +18.43% | |
| 5 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.91% | +1.33% | -5.78% | |
| 6 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.58% | +0.45% | +6.35% | |
| 7 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.38% | -0.10% | +14.81% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.10% | — | +19.32% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.10% | — | +21.67% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.73% | +0.13% | +78.05% | |
| 11 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.39% | -0.52% | +8.28% | |
| 12 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.35% | +0.08% | +8.12% | |
| 13 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.26% | +0.04% | +15.25% | |
| 14 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.23% | -0.05% | +16.49% | |
| 15 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.18% | +0.04% | +76.11% | |
| 16 | MBB | Ishares Mbs ETF | ETF-Other | 1.00% | -0.06% | +10.62% | |
| 17 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.76% | -0.28% | +10.44% | |
| 18 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.63% | — | +19.80% | |
| 19 | ABBV | Abbvie Inc | Stock-Healthcare | 0.62% | +0.02% | +0.70% | |
| 20 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.59% | — | +5.31% | |
| 21 | AAPL | Apple Inc | Stock-Tech | 0.51% | +0.01% | -9.02% | |
| 22 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.50% | -0.34% | +174.69% | |
| 23 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.50% | — | +13.50% | |
| 24 | BAX | Baxter International Inc | Stock-Healthcare | 0.49% | +0.02% | -0.53% | |
| 25 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 0.46% | -0.58% | -31.80% | |
| 26 | CVS | Cvs Health CORP | Stock-Healthcare | 0.46% | +0.06% | +0.59% | |
| 27 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.45% | -0.01% | -5.06% | |
| 28 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.43% | -0.28% | +13.45% | |
| 29 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.42% | — | +13.45% | |
| 30 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.40% | -0.03% | — | |
| 31 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.36% | +0.03% | +0.10% | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.35% | -0.04% | — | |
| 33 | ABT | Abbott Laboratories | Stock-Healthcare | 0.34% | -0.04% | +0.38% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.28% | -0.04% | +1.12% | |
| 35 | NVDA | Nvidia CORP | Stock-Tech | 0.26% | +0.02% | +900.00% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.25% | -0.03% | +0.23% | |
| 37 | GE | General Electric | Stock-Industrials | 0.24% | +0.08% | +0.19% | |
| 38 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.23% | +0.01% | +0.07% | |
| 39 | HEFA | Isha Curr Hedged Msci Eafe | ETF-Other | 0.22% | — | -37.68% | |
| 40 | DSTL | Distillate US Fundamental St | ETF-Other | 0.22% | -0.03% | +0.24% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.21% | -0.06% | +0.41% | |
| 42 | MSFT | Microsoft CORP | Stock-Tech | 0.18% | -0.02% | — | |
| 43 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.17% | +0.01% | — | |
| 44 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.17% | — | — | |
| 45 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.16% | — | -18.34% | |
| 46 | PM | Philip Morris International | Stock-Consumer Staples | 0.15% | — | — | |
| 47 | XLK | Ss Technology Select Sector | ETF-Tech | 0.15% | +0.02% | — |
According to official SEC Form 13F filings, BCU Wealth Advisors, LLC reported a total U.S. public equity portfolio value of $301.1M across 47 disclosed positions in Q2 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 30.8% of total reported equity market value during Q2 2024.
During Q2 2024, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (42.9%)、DFIC (10.4%)、DFSD (6.6%). The largest single position, DFAC, represented 42.9% of total portfolio value.
In Q2 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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