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CIK: 0002003570
Total reported value
$301.1M
$301.1M
52 檔
38.4%
During the Q3 2024 filing period, BCU Wealth Advisors, LLC (CIK: 0002003570) submitted its Form 13F report to the U.S. SEC, disclosing a tracked public equity portfolio valued at $301.1M across 52 reported positions.
During Q3 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 | 43.79% | +0.38% | +18.99% | |
| 2 | DFIC | Dimensional International Co | ETF-Other | 10.51% | -0.30% | +16.72% | |
| 3 | DFSD | Dimensional Short Duration | ETF-Other | 6.19% | -0.27% | +14.51% | |
| 4 | DFCF | Dimensional Core Fixed Inc | ETF-Other | 4.62% | -0.17% | +15.50% | |
| 5 | IUSB | Ishr Cr Unvrse Usd Bd Etf-ui | ETF-Other | 3.77% | +0.45% | +25.20% | |
| 6 | DFEM | Dimensional Emrg Mrkt Core | ETF-Other | 3.40% | -0.10% | +18.52% | |
| 7 | IVV | Ishares Core S&p 500 ETF | ETF-Large Cap & Growth | 3.28% | +1.33% | -1.48% | |
| 8 | DFAU | Dimensional US Core Equity M | ETF-Other | 2.19% | — | +21.84% | |
| 9 | DFAI | Dimensional International Co | ETF-Other | 2.18% | — | +20.36% | |
| 10 | IVW | Ishares S&p 500 Growth ETF | ETF-Large Cap & Growth | 1.48% | +0.13% | +2.51% | |
| 11 | DFAR | Dimensional US Real Est ETF | ETF-Other | 1.41% | +0.04% | +19.69% | |
| 12 | QUAL | Ishares Msci USA Quality Fac | ETF-Other | 1.33% | -0.52% | +12.98% | |
| 13 | DYNF | Ishrs US E F R A Etf-usd Inc | ETF-Other | 1.29% | +0.08% | +12.23% | |
| 14 | DFIP | Dimensional Inflation-protec | ETF-Other | 1.14% | -0.05% | +10.92% | |
| 15 | EFV | Ishares Msci Eafe Value ETF | ETF-Other | 1.10% | -0.58% | +172.54% | |
| 16 | EFG | Ishares Msci Eafe Growth ETF | ETF-Other | 1.03% | +0.04% | +2.51% | |
| 17 | MBB | Ishares Mbs ETF | ETF-Other | 0.91% | -0.06% | +8.58% | |
| 18 | IVE | Ishares S&p 500 Value ETF | ETF-Large Cap & Growth | 0.74% | -0.28% | +11.34% | |
| 19 | DFAE | Dimensional Emerging Core Eq | ETF-Emerging Markets | 0.66% | — | +22.00% | |
| 20 | BINC | Ishares Flex I A Etf-usd Inc | ETF-Other | 0.58% | -0.28% | +60.76% | |
| 21 | ABBV | Abbvie Inc | Stock-Healthcare | 0.58% | +0.02% | +0.59% | |
| 22 | EMXC | Ishares Msci Emr Mrk Ex Chna | ETF-Other | 0.57% | — | +63.35% | |
| 23 | IYW | Ishares Ustechnology ETF | ETF-Tech | 0.50% | — | +4.18% | |
| 24 | AAPL | Apple Inc | Stock-Tech | 0.46% | +0.01% | +0.09% | |
| 25 | BAX | Baxter International Inc | Stock-Healthcare | 0.45% | +0.02% | +0.87% | |
| 26 | KO | Coca-cola Co/the | Stock-Consumer Staples | 0.41% | -0.01% | — | |
| 27 | CVS | Cvs Health CORP | Stock-Healthcare | 0.39% | +0.06% | +0.54% | |
| 28 | TLT | Ishares 20+ Year Treasury Bd | ETF-Gov Bonds | 0.37% | — | -13.20% | |
| 29 | VIG | Vanguard Dividend Apprec ETF | ETF-Other | 0.35% | -0.03% | +0.30% | |
| 30 | QQQ | Invesco Qqq Trust Series 1 | ETF-Tech | 0.33% | +0.03% | +9.96% | |
| 31 | ABT | Abbott Laboratories | Stock-Healthcare | 0.31% | -0.04% | +0.36% | |
| 32 | MGC | Vanguard Mega Cap ETF | ETF-Other | 0.29% | -0.04% | +0.42% | |
| 33 | IEMG | Ishares Core Msci Emerging | ETF-Emerging Markets | 0.27% | -0.34% | -37.39% | |
| 34 | ESGU | Ishares Esg Aware Msci USA | ETF-Other | 0.24% | -0.04% | +0.25% | |
| 35 | GE | General Electric | Stock-Industrials | 0.23% | +0.08% | +0.14% | |
| 36 | SPHQ | Invesco S&p 500 Quality ETF | ETF-Large Cap & Growth | 0.21% | -0.03% | +0.21% | |
| 37 | VTI | Vanguard Total Stock Mkt ETF | ETF-Other | 0.21% | — | — | |
| 38 | NVDA | Nvidia CORP | Stock-Tech | 0.20% | +0.02% | — | |
| 39 | DSTL | Distillate US Fundamental St | ETF-Other | 0.20% | -0.03% | +0.17% | |
| 40 | IWY | Ishares Russell Top 200 Grow | ETF-Other | 0.19% | +0.01% | +0.14% | |
| 41 | DGRO | Ishares Core Dividend Growth | ETF-Other | 0.19% | -0.06% | +0.51% | |
| 42 | EMB | Ishares Jp Morgan Usd Emergi | ETF-Other | 0.15% | — | +8.84% | |
| 43 | PM | Philip Morris International | Stock-Consumer Staples | 0.15% | — | +0.39% | |
| 44 | IGEB | Ishares Investment Grade Sys | ETF-Corp Bonds | 0.14% | — | -0.56% | |
| 45 | MSFT | Microsoft CORP | Stock-Tech | 0.14% | -0.02% | — | |
| 46 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 0.14% | +0.01% | — | |
| 47 | IFRA | Ishares US Infrastructure | ETF-Other | 0.13% | — | — | |
| 48 | ORCL | Oracle CORP | Stock-Tech | 0.12% | — | — | |
| 49 | ICVT | Ishares Convertible Bond ETF | ETF-Other | 0.12% | -0.01% | — | |
| 50 | JNJ | Johnson & Johnson | Stock-Healthcare | 0.12% | -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 52 disclosed positions in Q3 2024.
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In terms of portfolio concentration, the top 5 core holdings (including DFAC, DFIC, DFSD) accounted for 38.4% of total reported equity market value during Q3 2024.
During Q3 2024, BCU Wealth Advisors, LLC's top holdings by market value included DFAC (43.8%)、DFIC (10.5%)、DFSD (6.2%). The largest single position, DFAC, represented 43.8% of total portfolio value.
In Q3 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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