Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $175.05 million in total holdings as of September 30, 2024.Bcu Wealth Advisors, LLC owns shares of 54 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 10.57% of the portfolio was purchased this quarter.About 4.57% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 52 new stocks and bought additional shares in 37 stocks.Bcu Wealth Advisors, LLC sold shares of 7 stocks and completely divested from 3 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $74,974,416Dimensional International Core Equity 2 ETF $23,318,049Dimensional Short-Duration Fixed Income ETF $12,188,520Dimensional Core Fixed Income ETF $7,638,061Dimensional Emerging Markets Core Equity 2 ETF $7,444,706 Largest New Holdings this Quarter DIMENSIONAL ETF TRUST $1,062,086 HoldingiShares MSCI USA Momentum Factor ETF $620,023 HoldingiShares Gold Trust $289,634 HoldingiShares U.S. Treasury Bond ETF $209,365 HoldingAlphabet $201,932 Holding Largest Purchases this Quarter Dimensional International Core Equity 2 ETF 275,383 shares (about $7.12M)Dimensional Emerging Markets Core Equity 2 ETF 81,383 shares (about $2.13M)Dimensional Short-Duration Fixed Income ETF 42,311 shares (about $1.98M)Dimensional Inflation-Protected Securities ETF 44,003 shares (about $1.78M)DIMENSIONAL ETF TRUST 20,994 shares (about $1.06M) Largest Sales this Quarter Dimensional US Core Equity Market ETF 80,652 shares (about $3.27M)Dimensional International Core Equity Market ETF 101,452 shares (about $2.96M)iShares S&P 500 Growth ETF 1,133 shares (about $115.03K)iShares U.S. Technology ETF 335 shares (about $53.44K)iShares Core Total USD Bond Market ETF 612 shares (about $27.66K) 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$74,974,416$875,715 ▲1.2%2,167,51742.8%ETFDFICDimensional International Core Equity 2 ETF$23,318,049$7,117,271 ▲43.9%902,22713.3%ETFDFSDDimensional Short-Duration Fixed Income ETF$12,188,520$1,983,540 ▲19.4%259,9947.0%ETFDFCFDimensional Core Fixed Income ETF$7,638,061$239,160 ▲3.2%185,0754.4%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$7,444,706$2,131,418 ▲40.1%284,2584.3%ETFIUSBiShares Core Total USD Bond Market ETF$6,034,919$27,662 ▼-0.5%133,5163.4%ManufacturingIVViShares Core S&P 500 ETF$5,645,653$27,669 ▲0.5%9,5903.2%ETFDFIPDimensional Inflation-Protected Securities ETF$3,619,908$1,781,712 ▲96.9%89,4012.1%ETFDFARDimensional US Real Estate ETF$2,542,217$398,544 ▲18.6%109,2491.5%ETFIVWiShares S&P 500 Growth ETF$2,515,057$115,031 ▼-4.4%24,7721.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,295,031$71,942 ▲3.2%12,8881.3%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,214,701$22,242 ▼-1.0%43,2141.3%ETFEFViShares MSCI EAFE Value ETF$1,932,643$255,793 ▲15.3%36,8331.1%ETFEFGiShares MSCI EAFE Growth ETF$1,898,447$345,586 ▲22.3%19,6061.1%ETFMBBiShares MBS ETF$1,712,645$248,907 ▲17.0%18,6811.0%ETFIVEiShares S&P 500 Value ETF$1,284,107$77,119 ▲6.4%6,7270.7%ETFBINCiShares Flexible Income Active ETF$1,105,685$163,291 ▲17.3%21,2550.6%ETFDIMENSIONAL ETF TRUST$1,062,086$1,062,086 ▲New Holding20,9940.6%ULTRASHORT FIXEDEMXCiShares MSCI Emerging Markets ex China ETF$980,593$119,441 ▲13.9%17,6840.6%ManufacturingABBVAbbVie$877,975$5,864 ▲0.7%4,9410.5%MedicalIYWiShares U.S. Technology ETF$833,826$53,440 ▼-6.0%5,2270.5%ManufacturingAAPLApple$827,900$751 ▲0.1%3,3060.5%Computer and TechnologyTLTiShares 20+ Year Treasury Bond ETF$674,997$118,162 ▲21.2%7,7290.4%ETFMTUMiShares MSCI USA Momentum Factor ETF$620,023$620,023 ▲New Holding2,9960.4%ETFKOCoca-Cola$592,2550.0%9,5130.3%Consumer StaplesVIGVanguard Dividend Appreciation ETF$584,607$3,329 ▲0.6%2,9850.3%ETFBAXBaxter International$584,285$4,432 ▲0.8%20,0370.3%MedicalQQQInvesco QQQ$576,955$1,533 ▲0.3%1,1290.3%FinanceABTAbbott Laboratories$509,754$1,810 ▲0.4%4,5070.3%MedicalMGCVanguard Mega Cap ETF$507,825$851 ▲0.2%2,3880.3%ETFDFAUDimensional US Core Equity Market ETF$476,704$3,265,704 ▼-87.3%11,7730.3%ETFCVSCVS Health$475,077$2,693 ▲0.6%10,5830.3%MedicalIEMGiShares Core MSCI Emerging Markets ETF$444,324$29,608 ▲7.1%8,5090.3%ETFESGUiShares ESG Aware MSCI USA ETF$412,364$5,411 ▲1.3%3,2010.2%ManufacturingDFAIDimensional International Core Equity Market ETF$401,007$2,962,424 ▼-88.1%13,7330.2%ETFNVDANVIDIA$380,0410.0%2,8300.2%Computer and TechnologySPHQInvesco S&P 500 Quality ETF$357,966$804 ▲0.2%5,3400.2%ETFVTIVanguard Total Stock Market ETF$354,168$1,449 ▲0.4%1,2220.2%ETFGEGeneral Electric$348,704$667 ▲0.2%2,0910.2%TransportationIWYiShares Russell Top 200 Growth ETF$337,974$470 ▲0.1%1,4370.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$322,147$824 ▲0.3%5,8650.2%ETFDGROiShares Core Dividend Growth ETF$305,185$1,472 ▲0.5%4,9750.2%ETFIAUiShares Gold Trust$289,634$289,634 ▲New Holding5,8500.2%FinanceICVTiShares Convertible Bond ETF$274,740$64,160 ▲30.5%3,2330.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$274,499$35,525 ▲14.9%3,0830.2%ETFAMZNAmazon.com$266,9980.0%1,2170.2%Retail/WholesalePMPhilip Morris International$245,670$722 ▲0.3%2,0410.1%Consumer StaplesMSFTMicrosoft$224,3580.0%5320.1%Computer and TechnologyWMTWalmart$224,0320.0%2,4800.1%Retail/WholesaleIFRAiShares U.S. Infrastructure ETF$209,640$9,859 ▼-4.5%4,5290.1%ETFGOVTiShares U.S. Treasury Bond ETF$209,365$209,365 ▲New Holding9,1110.1%ETFXLKTechnology Select Sector SPDR Fund$207,590$465 ▲0.2%8930.1%ETFORCLOracle$205,167$167 ▲0.1%1,2310.1%Computer and TechnologyGOOGAlphabet$201,932$201,932 ▲New Holding1,0600.1%Computer and TechnologyDFAEDimensional Emerging Core Equity Market ETF$0$1,109,513 ▼-100.0%00.0%ETFIGEBiShares Investment Grade Bond Factor ETF$0$240,795 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$201,392 ▼-100.0%00.0%MedicalShowing largest 100 holdings. View all holdings. 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