Bco Wealth Management LLC Top Holdings and 13F Report (2025) About Bco Wealth Management LLCInvestment ActivityBco Wealth Management LLC has $120.24 million in total holdings as of December 31, 2024.Bco Wealth Management LLC owns shares of 34 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Largest Holdings Dimensional U.S. Core Equity 2 ETF $24,809,532DIMENSIONAL ETF TRUST $19,748,908Dimensional Core Fixed Income ETF $15,976,815Dimensional Short-Duration Fixed Income ETF $11,937,571Dimensional International Core Equity 2 ETF $10,296,879 Sector AllocationMap of 500 Largest Holdings ofBco Wealth Management LLC Selling Neutral Buying Latest 13F HoldingsIssuer NameHoldings ValueShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$24,809,532717,24620.6%ETFDIMENSIONAL ETF TRUST$19,748,908307,80716.4%US CORE EQUITY 1DFCFDimensional Core Fixed Income ETF$15,976,815387,12913.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$11,937,571254,6419.9%ETFDFICDimensional International Core Equity 2 ETF$10,296,879398,4098.6%ETFMUBiShares National Muni Bond ETF$9,832,85992,2848.2%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$5,199,083198,5144.3%ETFBNDVanguard Total Bond Market ETF$4,906,92168,2374.1%ETFDFNMDimensional National Municipal Bond ETF$2,813,60758,8992.3%ETFDFAXDimensional World ex U.S. Core Equity 2 ETF$1,992,92780,1661.7%ETFSUBiShares Short-Term National Muni Bond ETF$1,918,47318,1881.6%ETFDFUSDimensional U.S. Equity ETF$1,907,08529,9151.6%ETFDFASDimensional U.S. Small Cap ETF$913,20214,0320.8%ETFMGKVanguard Mega Cap Growth ETF$747,2602,1760.6%ETFSCMBSchwab Municipal Bond ETF$721,63428,1010.6%ETFIVViShares Core S&P 500 ETF$550,4169350.5%ETFIXCiShares Global Energy ETF$526,84613,7990.4%ETFMGVVanguard Mega Cap Value ETF$518,8774,1540.4%ETFEXRExtra Space Storage$512,2303,4240.4%FinanceBRK.BBerkshire Hathaway$461,8921,0190.4%FinanceIRMIron Mountain$449,3454,2750.4%Business ServicesUMHUMH Properties$376,73219,9540.3%FinanceCBRECBRE Group$365,6432,7850.3%FinanceWTTRSelect Water Solutions$351,11226,5190.3%Business ServicesDFATDimensional U.S. Targeted Value ETF$346,9856,2340.3%ETFCOPConocoPhillips$316,1543,1880.3%Oils/EnergyEPRTEssential Properties Realty Trust$301,8529,6500.3%FinanceXLREReal Estate Select Sector SPDR Fund$289,3677,1150.2%ETFAAPLApple$212,8578500.2%Computer and TechnologyCATCaterpillar$212,2155850.2%Industrial ProductsAPLEApple Hospitality REIT$210,44913,7100.2%FinanceSTAGSTAG Industrial$209,6846,2000.2%FinanceVOOVanguard S&P 500 ETF$206,3643830.2%ETFMPWMedical Properties Trust$103,09526,1000.1%FinanceShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
