Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2023) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $213.79 thousand in total holdings as of March 31, 2023.Bcr Wealth Strategies, LLC owns shares of 26 different stocks, but just 6 companies or ETFs make up 80% of its holdings.Approximately 27.43% of the portfolio was purchased this quarter.About 1.61% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 30 new stocks and bought additional shares in 11 stocks.Bcr Wealth Strategies, LLC sold shares of 8 stocks and completely divested from 9 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $62,571DIMENSIONAL ETF TRUST $34,110Avantis Core Fixed Income ETF $23,711Dimensional Core Fixed Income ETF $23,484Avantis International Equity ETF $20,451 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $34,110 HoldingDIMENSIONAL ETF TRUST $12,815 HoldingPIMCO ETF TR $224 HoldingVanguard Small-Cap Value ETF $209 HoldingAvantis All Equity Markets ETF $208 Holding Largest Purchases this Quarter DIMENSIONAL ETF TRUST 645,416 shares (about $34.11K)DIMENSIONAL ETF TRUST 266,569 shares (about $12.82K)Dimensional Core Fixed Income ETF 66,189 shares (about $2.73K)Avantis Core Fixed Income ETF 66,908 shares (about $2.71K)Avantis International Equity ETF 29,572 shares (about $1.81K) Largest Sales this Quarter Encompass Health 3,500 shares (about $322.95)iShares Ultra Short-Term Bond Active ETF 2,143 shares (about $108.05)Avantis Emerging Markets Equity ETF 734 shares (about $43.14)Southern 324 shares (about $26.67)SPDR S&P 500 ETF Trust 45 shares (about $26.36) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcr Wealth Strategies, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorAVUSAvantis U.S. Equity ETF$62,571$1,133 ▲1.8%645,53129.3%ETFDIMENSIONAL ETF TRUST$34,110$34,110 ▲New Holding645,41616.0%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$23,711$2,714 ▲12.9%584,46911.1%ETFDFCFDimensional Core Fixed Income ETF$23,484$2,732 ▲13.2%569,05111.0%ETFAVDEAvantis International Equity ETF$20,451$1,815 ▲9.7%333,2549.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$13,503$1,696 ▲14.4%515,5836.3%ETFDIMENSIONAL ETF TRUST$12,815$12,815 ▲New Holding266,5696.0%DIMENSIONAL INTLVNQVanguard Real Estate ETF$10,207$780 ▲8.3%114,5924.8%ETFSPYSPDR S&P 500 ETF Trust$2,347$26 ▼-1.1%4,0061.1%FinanceICSHiShares Ultra Short-Term Bond Active ETF$2,295$108 ▼-4.5%45,5191.1%ETFMETAMeta Platforms$1,453$35 ▲2.5%2,4830.7%Computer and TechnologyVXFVanguard Extended Market ETF$898$3 ▼-0.4%4,7320.4%ETFAVEMAvantis Emerging Markets Equity ETF$880$43 ▼-4.7%14,9730.4%ETFDFATDimensional U.S. Targeted Value ETF$712$5 ▼-0.8%12,8020.3%ETFSOSouthern$538$27 ▼-4.7%6,5360.3%UtilitiesEMREmerson Electric$441$4 ▲0.9%3,5610.2%Industrial ProductsEHCEncompass Health$431$323 ▼-42.8%4,6710.2%MedicalVTVanguard Total World Stock ETF$415$142 ▲52.0%3,5350.2%ETFDEDeere & Company$3970.0%9370.2%Industrial ProductsAAPLApple$391$6 ▲1.6%1,5620.2%Computer and TechnologyNVDANVIDIA$391$21 ▲5.8%2,9190.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$365$21 ▼-5.5%3,7910.2%ETFLOWLowe's Companies$3410.0%1,3840.2%Retail/WholesalePIMCO ETF TR$224$224 ▲New Holding2,4780.1%ACTIVE BD ETFVBRVanguard Small-Cap Value ETF$209$209 ▲New Holding1,0560.1%ETFAVGEAvantis All Equity Markets ETF$208$208 ▲New Holding2,8850.1%ETFMAINMain Street Capital$0$429 ▼-100.0%00.0%FinanceCORNERSTONE STRATEGIC VALUE$0$402 ▼-100.0%00.0%COMAWFAllianceBernstein Global High Income Fund$0$400 ▼-100.0%00.0%FinanceSCMStellus Capital Investment$0$368 ▼-100.0%00.0%FinanceCORNERSTONE TOTAL RETURN FD$0$344 ▼-100.0%00.0%COMPDOPimco Dynamic Income Opportunities Fund$0$322 ▼-100.0%00.0%Basic MaterialsETVEaton Vance Tax-Managed Buy-Write Opportunities Fund$0$219 ▼-100.0%00.0%Financial ServicesLLYEli Lilly and Company$0$212 ▼-100.0%00.0%MedicalETGEaton Vance Tax-Advantaged Global Dividend Income Fund$0$192 ▼-100.0%00.0%Financial ServicesShowing 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. 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