The Analysis of BCR Wealth Strategies, LLC's Holdings
Currently, BCR Wealth Strategies, LLC holds 37 types of securities in its portfolio with a total value $301.6K. In the most recent quarter, they have increased their positions in DFAU (+65.0K shares, valued at $3.0K), VCRB (+17.3K shares, valued at $1.3K), AVIG (+26.9K shares, valued at $1.1K); decreased their positions in ICSH (-8.5K shares, valued at $430.44555082378355), AVUS (-616 shares, valued at $68.85648908327728), AVEM (-678 shares, valued at $52.190426091530774); initiated new positions in DFAU (+65.0K shares, valued at $3.0K), VEU (+12.9K shares, valued at $950), HEFA (+22.3K shares, valued at $924). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR680.9K shares-0.09%2025-12-312026-01-23
DXUV DIMENSIONAL ETF TRUST743.1K shares2.04%2025-12-312026-01-23 AVIG AMERICAN CENTY ETF TR703.9K shares3.98%2025-12-312026-01-23 DFCF DIMENSIONAL ETF TRUST681.6K shares3.59%2025-12-312026-01-23 AVDE AMERICAN CENTY ETF TR341.5K shares0.22%2025-12-312026-01-23 VCRB VANGUARD MALVERN FDS304.9K shares6.01%2025-12-312026-01-23 DFEM DIMENSIONAL ETF TRUST572.8K shares1.71%2025-12-312026-01-23 DXIV DIMENSIONAL ETF TRUST261.9K shares1.55%2025-12-312026-01-23 VNQ VANGUARD INDEX FDS139.2K shares5.98%2025-12-312026-01-23 ICSH ISHARES TR80.5K shares-9.56%2025-12-312026-01-23 DFAU DIMENSIONAL ETF TRUST65.0K sharesnew addition2025-12-312026-01-23 SPY SPDR S&P 500 ETF TR3.6K shares-1.15%2025-12-312026-01-23 VEU VANGUARD INTL EQUITY INDEX F12.9K sharesnew addition2025-12-312026-01-23 HEFA ISHARES TR22.3K sharesnew addition2025-12-312026-01-23 AVEM AMERICAN CENTY ETF TR11.4K shares-5.61%2025-12-312026-01-23 VXF VANGUARD INDEX FDS3.7K shares-5.49%2025-12-312026-01-23 DFAT DIMENSIONAL ETF TRUST12.8K shares0.00%2025-12-312026-01-23 NVDA NVIDIA CORPORATION3.5K shares5.99%2025-12-312026-01-23 VBR VANGUARD INDEX FDS3.1K shares103.90%2025-12-312026-01-23 AAPL APPLE INC2.3K shares0.00%2025-12-312026-01-23 SO SOUTHERN CO7.0K shares13.23%2025-12-312026-01-23 SFBS SERVISFIRST BANCSHARES INC8.5K sharesnew addition2025-12-312026-01-23 VT VANGUARD INTL EQUITY INDEX F4.2K shares-0.94%2025-12-312026-01-23 EMR EMERSON ELEC CO3.8K shares0.40%2025-12-312026-01-23 DE DEERE & CO937 shares0.00%2025-12-312026-01-23 VUG VANGUARD INDEX FDS831 sharesnew addition2025-12-312026-01-23 AVUV AMERICAN CENTY ETF TR3.8K shares0.00%2025-12-312026-01-23 LOW LOWES COS INC1.6K shares0.00%2025-12-312026-01-23 WFC WELLS FARGO CO NEW3.8K sharesnew addition2025-12-312026-01-23 AVGE AMERICAN CENTY ETF TR3.7K shares1.61%2025-12-312026-01-23 BOND PIMCO ETF TR2.9K shares0.00%2025-12-312026-01-23 META META PLATFORMS INC403 shares0.00%2025-12-312026-01-23 GLD SPDR GOLD TR656 shares0.00%2025-12-312026-01-23 PEP PEPSICO INC1.8K sharesnew addition2025-12-312026-01-23 IBM INTERNATIONAL BUSINESS MACHS790 sharesnew addition2025-12-312026-01-23 TSLA TESLA INC464 shares0.22%2025-12-312026-01-23 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available