The Analysis of BCU Wealth Advisors, LLC's Holdings
Currently, BCU Wealth Advisors, LLC holds 61 types of securities in its portfolio with a total value $261.3M. In the most recent quarter, they have increased their positions in DFAC (+86.3K shares, valued at $3.4M), DFIC (+39.4K shares, valued at $1.4M), IVE (+5.8K shares, valued at $1.2M); decreased their positions in QUAL (-7.9K shares, valued at $1.6M), EFV (-5.4K shares, valued at $382.9K), IUSB (-5.4K shares, valued at $251.8K); initiated new positions in BND (+5.0K shares, valued at $372.8K), EFAV (+2.3K shares, valued at $200.8K). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
DFAC DIMENSIONAL ETF TRUST2.9M shares3.06%2025-12-312026-01-30
DFIC DIMENSIONAL ETF TRUST1.1M shares3.78%2025-12-312026-01-30 DFSD DIMENSIONAL ETF TRUST360.1K shares7.42%2025-12-312026-01-30 DFEM DIMENSIONAL ETF TRUST358.4K shares5.42%2025-12-312026-01-30 DFCF DIMENSIONAL ETF TRUST253.1K shares7.52%2025-12-312026-01-30 IUSB ISHARES TR120.9K shares-4.28%2025-12-312026-01-30 DFIP DIMENSIONAL ETF TRUST112.9K shares8.74%2025-12-312026-01-30 IVV ISHARES TR6.6K shares4.32%2025-12-312026-01-30 IVE ISHARES TR19.4K shares42.21%2025-12-312026-01-30 DYNF BLACKROCK ETF TRUST66.6K shares1.71%2025-12-312026-01-30 DFAR DIMENSIONAL ETF TRUST172.3K shares10.50%2025-12-312026-01-30 IVW ISHARES TR28.5K shares-1.96%2025-12-312026-01-30 IEMG ISHARES INC47.1K shares29.64%2025-12-312026-01-30 EFV ISHARES TR39.7K shares-11.89%2025-12-312026-01-30 OEF ISHARES TR8.1K shares5.63%2025-12-312026-01-30 TLH ISHARES TR19.3K shares-0.73%2025-12-312026-01-30 MBB ISHARES TR19.6K shares-1.81%2025-12-312026-01-30 QUAL ISHARES TR9.2K shares-46.11%2025-12-312026-01-30 MTUM ISHARES TR6.0K shares52.78%2025-12-312026-01-30 BAI BLACKROCK ETF TRUST43.4K shares6.79%2025-12-312026-01-30 THRO BLACKROCK ETF TRUST36.9K shares1.71%2025-12-312026-01-30 BINC BLACKROCK ETF TRUST II26.1K shares0.54%2025-12-312026-01-30 ABBV ABBVIE INC5.1K shares0.52%2025-12-312026-01-30 IAGG ISHARES TR22.3K shares2.91%2025-12-312026-01-30 MGC VANGUARD WORLD FD2.8K shares0.36%2025-12-312026-01-30 VIG VANGUARD SPECIALIZED FUNDS3.0K shares0.57%2025-12-312026-01-30 GE AEROSPACE GE AEROSPACE2.1K shares0.14%2025-12-312026-01-30 KO COCA COLA CO9.0K shares0.00%2025-12-312026-01-30 CVS CVS HEALTH CORP7.7K shares-21.07%2025-12-312026-01-30 ABT ABBOTT LABS4.7K shares0.32%2025-12-312026-01-30 ITA ISHARES TR2.7K shares11.55%2025-12-312026-01-30 VTI VANGUARD INDEX FDS1.6K shares0.37%2025-12-312026-01-30 NVDA NVIDIA CORPORATION2.8K shares0.00%2025-12-312026-01-30 XOM EXXON MOBIL CORP4.3K shares0.00%2025-12-312026-01-30 DGRO ISHARES TR7.3K shares0.44%2025-12-312026-01-30 ESGU ISHARES TR3.3K shares1.52%2025-12-312026-01-30 SPHQ INVESCO EXCHANGE TRADED FD T5.4K shares0.24%2025-12-312026-01-30 BAX BAXTER INTL INC21.1K shares0.66%2025-12-312026-01-30 IWY ISHARES TR1.4K shares0.07%2025-12-312026-01-30 EMB ISHARES TR3.9K shares2.29%2025-12-312026-01-30 BND VANGUARD BD INDEX FDS5.0K sharesnew addition2025-12-312026-01-30 DSTL ETF SER SOLUTIONS5.9K shares0.20%2025-12-312026-01-30 MSFT MICROSOFT CORP710 shares0.00%2025-12-312026-01-30 GEV GE VERNOVA INC520 shares0.00%2025-12-312026-01-30 ALPHABET INC ALPHABET INC1.1K shares0.00%2025-12-312026-01-30 WMT WALMART INC3.0K shares0.00%2025-12-312026-01-30 PM PHILIP MORRIS INTL INC2.1K shares0.29%2025-12-312026-01-30 EFG ISHARES TR2.7K shares-29.42%2025-12-312026-01-30 AMZN AMAZON COM INC1.2K shares0.00%2025-12-312026-01-30 ICVT ISHARES TR2.8K shares2.88%2025-12-312026-01-30 JPM JPMORGAN CHASE & CO.840 shares0.48%2025-12-312026-01-30 JNJ JOHNSON & JOHNSON1.3K shares0.39%2025-12-312026-01-30 XLK SELECT SECTOR SPDR TR1.8K shares100.22%2025-12-312026-01-30 AAPL APPLE INC950 shares0.00%2025-12-312026-01-30 ORCL ORACLE CORP1.2K shares0.08%2025-12-312026-01-30 GOVT ISHARES TR9.5K shares1.32%2025-12-312026-01-30 EME EMCOR GROUP INC332 shares0.00%2025-12-312026-01-30 EFAV ISHARES TR2.3K sharesnew addition2025-12-312026-01-30 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available