BW

BCR Wealth Strategies, LLC

13F
BCR Wealth Strategies, LLC
Last update 2025-05-09 26 Stocks (1 new)
Value $228.00 Mil Turnover 7 %
Countries:
Top Holdings: AVUS(26.32%)DXUV(14.83%)AVIG(10.81%)DFCF(10.66%)AVDE(9.64%)
Summary Stock Picks Current Portfolio
BCR Wealth Strategies, LLC Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
AVUS
Avantis U.S. Equity ETF
648,829
59,940.0
+0.51%
26.320
+0.13%
0.780
+18.35%
+7.80%
8,993.6
 
DXUV
Dimensional US Vector Equity ETF
672,151
33,780.0
+4.14%
14.830
+0.59%
17.370
+18.22%
+6.99%
247.6
 
AVIG
Avantis Core Fixed Income ETF
594,831
24,620.0
+1.77%
10.810
+0.19%
2.250
+2.54%
+4.14%
1,099.4
 
DFCF
Dimensional Core Fixed Income ETF
577,098
24,270.0
+1.41%
10.660
+0.15%
0.370
+2.57%
+3.99%
7,127.7
 
AVDE
Avantis International Equity ETF
331,389
21,960.0
-0.56%
9.640
-0.05%
0.360
+15.47%
+26.32%
7,696.2
 
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
538,480
14,250.0
+4.44%
6.260
+0.27%
0.300
+18.49%
+18.53%
5,825.7
 
DXIV
Dimensional International Vector Equity ETF
Dimensional International Vector Equity ETF
267,847
13,900.0
+0.48%
6.100
+0.03%
17.860
+15.67%
+26.42%
104.7
 
VCRB
Vanguard Core Bond ETF
154,792
11,990.0
New Holding
5.260
+5.26%
0.570
+2.06%
+3.81%
2,964.3
 
VNQ
Vanguard Real Estate Index Fund ETF
116,300
10,530.0
+1.49%
4.620
+0.07%
0.030
+7.03%
+5.41%
34,182.3
 
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
71,348
3,620.0
+56.74%
1.590
+0.58%
0.060
+1.28%
+2.77%
5,963.7
 

BCR Wealth Strategies, LLC's Historical Top Holdings Breakdowns

BCR Wealth Strategies, LLC's Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
VCRB
Vanguard Core Bond ETF
2025-03-31
New Buy
New Buy
+5.26%
●
74.92 ($76.52) 77.71
$76.99
0.61%
New holding
154,792
154,792
DXUV
Dimensional US Vector Equity ETF
2025-03-31
Add
Add
+0.59%
●
49.37 ($52.95) 55.12
$56.27
6.27%
Add 4.14%
672,151
26,735
ICSH
iShares Ultra Short Duration Bond Active ETF
iShares Ultra Short Duration Bond Active ETF
2025-03-31
Add
Add
+0.58%
●
50.44 ($50.57) 50.7
$50.65
0.16%
Add 56.74%
71,348
25,829
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-0.54%
●
576.36 ($645.17) 736.67
$713.58
10.60%
Reduce -79.14%
518
-1,965
DFEM
Dimensional Emerging Markets Core Equity 2 ETF
Dimensional Emerging Markets Core Equity 2 ETF
2025-03-31
Add
Add
+0.27%
●
25.35 ($26.59) 27.46
$30.71
15.49%
Add 4.44%
538,480
22,897
AVIG
Avantis Core Fixed Income ETF
2025-03-31
Add
Add
+0.19%
●
40.06 ($40.91) 41.55
$41.33
1.03%
Add 1.77%
594,831
10,362
DFCF
Dimensional Core Fixed Income ETF
2025-03-31
Add
Add
+0.15%
●
40.79 ($41.67) 42.32
$41.94
0.65%
Add 1.41%
577,098
8,047
AVUS
Avantis U.S. Equity ETF
2025-03-31
Add
Add
+0.13%
●
90.7 ($97.44) 101.57
$103.84
6.57%
Add 0.51%
648,829
3,298
AAPL
Apple Inc
2025-03-31
Add
Add
+0.13%
●
209.68 ($231.67) 247.1
$214.15
-7.56%
Add 83.87%
2,872
1,310
VBR
Vanguard Small Cap Value ETF
2025-03-31
Sold Out
Sold Out
-0.10%
●
182.99 ($197.54) 207.75
$204.67
3.61%
Sold Out
0
-1,056

BCR Wealth Strategies, LLC Total Holding History ($B)

To

BCR Wealth Strategies, LLC's Asset Allocation

To

BCR Wealth Strategies, LLC Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

BCR Wealth Strategies, LLC's Hypothetical Growth since 2025-03-31

BCR Wealth Strategies, LLC's Yearly Returns

Year Portfolio % % Excess Gain %

BCR Wealth Strategies, LLC's Holdings Heat Map

Size field:

BCR Wealth Strategies, LLC's Holdings Bubble Chart

BCR Wealth Strategies, LLC News

  • 1

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