Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $167.76 million in total holdings as of September 30, 2024.Bcu Wealth Advisors, LLC owns shares of 52 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 14.95% of the portfolio was purchased this quarter.About 0.45% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 47 new stocks and bought additional shares in 38 stocks.Bcu Wealth Advisors, LLC sold shares of 4 stocks and completely divested from 1 stock this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $73,456,049Dimensional International Core Equity 2 ETF $17,639,378Dimensional Short-Duration Fixed Income ETF $10,392,207Dimensional Core Fixed Income ETF $7,743,087iShares Core Total USD Bond Market ETF $6,320,107 Largest New Holdings this Quarter Vanguard Total Stock Market ETF $344,746 HoldingiShares U.S. Infrastructure ETF $222,743 HoldingOracle $209,516 HoldingiShares Convertible Bond ETF $207,343 HoldingJohnson & Johnson $201,392 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 341,844 shares (about $11.72M)Dimensional International Core Equity 2 ETF 89,785 shares (about $2.53M)Dimensional Short-Duration Fixed Income ETF 27,583 shares (about $1.32M)iShares Core Total USD Bond Market ETF 26,995 shares (about $1.27M)iShares MSCI EAFE Value ETF 20,232 shares (about $1.16M) Largest Sales this Quarter iShares Core MSCI Emerging Markets ETF 4,743 shares (about $272.28K)iShares 20+ Year Treasury Bond ETF 970 shares (about $95.15K)iShares Core S&P 500 ETF 143 shares (about $82.49K)iShares Investment Grade Bond Factor ETF 29 shares (about $1.35K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcu Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$73,456,049$11,721,833 ▲19.0%2,142,20043.8%ETFDFICDimensional International Core Equity 2 ETF$17,639,378$2,526,548 ▲16.7%626,84410.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$10,392,207$1,316,815 ▲14.5%217,6836.2%ETFDFCFDimensional Core Fixed Income ETF$7,743,087$1,038,976 ▲15.5%179,2804.6%ETFIUSBiShares Core Total USD Bond Market ETF$6,320,107$1,272,004 ▲25.2%134,1283.8%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$5,710,918$892,212 ▲18.5%202,8753.4%ETFIVViShares Core S&P 500 ETF$5,504,579$82,485 ▼-1.5%9,5433.3%ETFDFAUDimensional US Core Equity Market ETF$3,668,338$657,661 ▲21.8%92,4252.2%ETFDFAIDimensional International Core Equity Market ETF$3,660,589$619,140 ▲20.4%115,1852.2%ETFIVWiShares S&P 500 Growth ETF$2,480,441$60,706 ▲2.5%25,9051.5%ETFDFARDimensional US Real Estate ETF$2,362,005$388,497 ▲19.7%92,1221.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,238,347$257,112 ▲13.0%12,4841.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,159,242$235,326 ▲12.2%43,6481.3%ETFDFIPDimensional Inflation-Protected Securities ETF$1,919,445$188,909 ▲10.9%45,3981.1%ETFEFViShares MSCI EAFE Value ETF$1,838,559$1,163,957 ▲172.5%31,9581.1%ETFEFGiShares MSCI EAFE Growth ETF$1,726,389$42,307 ▲2.5%16,0371.0%ETFMBBiShares MBS ETF$1,529,737$120,819 ▲8.6%15,9660.9%ETFIVEiShares S&P 500 Value ETF$1,246,706$126,977 ▲11.3%6,3230.7%ETFDFAEDimensional Emerging Core Equity Market ETF$1,109,513$200,040 ▲22.0%40,4780.7%ETFBINCiShares Flexible Income Active ETF$969,758$366,523 ▲60.8%18,1160.6%ETFABBVAbbVie$969,142$5,726 ▲0.6%4,9080.6%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$949,061$368,074 ▲63.4%15,5300.6%ManufacturingIYWiShares U.S. Technology ETF$843,309$33,811 ▲4.2%5,5620.5%ManufacturingAAPLApple$769,629$699 ▲0.1%3,3030.5%Computer and TechnologyBAXBaxter International$755,047$6,531 ▲0.9%19,8850.5%MedicalKOCoca-Cola$683,5770.0%9,5130.4%Consumer StaplesCVSCVS Health$661,670$3,521 ▲0.5%10,5230.4%Retail/WholesaleTLTiShares 20+ Year Treasury Bond ETF$625,469$95,154 ▼-13.2%6,3760.4%ETFVIGVanguard Dividend Appreciation ETF$587,888$1,783 ▲0.3%2,9680.4%ETFQQQInvesco QQQ$549,457$49,773 ▲10.0%1,1260.3%FinanceABTAbbott Laboratories$512,039$1,824 ▲0.4%4,4910.3%MedicalMGCVanguard Mega Cap ETF$492,543$2,066 ▲0.4%2,3840.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$455,929$272,283 ▼-37.4%7,9420.3%ETFESGUiShares ESG Aware MSCI USA ETF$398,620$1,009 ▲0.3%3,1590.2%ManufacturingGEGeneral Electric$393,647$566 ▲0.1%2,0870.2%TransportationSPHQInvesco S&P 500 Quality ETF$358,448$740 ▲0.2%5,3280.2%ETFVTIVanguard Total Stock Market ETF$344,746$344,746 ▲New Holding1,2170.2%ETFNVDANVIDIA$343,6750.0%2,8300.2%Computer and TechnologyDSTLDistillate U.S. Fundamental Stability & Value ETF$331,860$567 ▲0.2%5,8500.2%ETFIWYiShares Russell Top 200 Growth ETF$315,774$440 ▲0.1%1,4350.2%ETFDGROiShares Core Dividend Growth ETF$310,383$1,567 ▲0.5%4,9510.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$251,185$20,402 ▲8.8%2,6840.1%ETFPMPhilip Morris International$247,003$971 ▲0.4%2,0350.1%Consumer StaplesIGEBiShares Investment Grade Bond Factor ETF$240,795$1,348 ▼-0.6%5,1820.1%ETFMSFTMicrosoft$229,0100.0%5320.1%Computer and TechnologyAMZNAmazon.com$226,7640.0%1,2170.1%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$222,743$222,743 ▲New Holding4,7420.1%ETFORCLOracle$209,516$209,516 ▲New Holding1,2300.1%Computer and TechnologyICVTiShares Convertible Bond ETF$207,343$207,343 ▲New Holding2,4780.1%ETFJNJJohnson & Johnson$201,392$201,392 ▲New Holding1,2430.1%MedicalXLKTechnology Select Sector SPDR Fund$201,231$226 ▲0.1%8910.1%ETFWMTWalmart$200,228$200,228 ▲New Holding2,4800.1%Retail/WholesaleHEFAiShares Currency Hedged MSCI EAFE ETF$0$302,502 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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