Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2023) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $227.74 thousand in total holdings as of March 31, 2023.Bcr Wealth Strategies, LLC owns shares of 26 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 7.41% of the portfolio was purchased this quarter.About 0.82% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 26 new stocks and bought additional shares in 12 stocks.Bcr Wealth Strategies, LLC sold shares of 8 stocks and completely divested from 1 stock this quarter.Largest Holdings Avantis U.S. Equity ETF $59,938DIMENSIONAL ETF TRUST $33,778Avantis Core Fixed Income ETF $24,620Dimensional Core Fixed Income ETF $24,272Avantis International Equity ETF $21,961 Largest New Holdings this Quarter 922020748 - VANGUARD MALVERN FDS $11,985 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 154,792 shares (about $11.99K)DIMENSIONAL ETF TRUST 26,735 shares (about $1.34K)iShares Ultra Short-Term Bond Active ETF 25,829 shares (about $1.31K)Dimensional Emerging Markets Core Equity 2 ETF 22,897 shares (about $605.85)Avantis Core Fixed Income ETF 10,362 shares (about $428.88) Largest Sales this Quarter Meta Platforms 1,965 shares (about $1.13K)Vanguard Extended Market ETF 797 shares (about $137.12)Avantis International Equity ETF 1,865 shares (about $123.59)SPDR S&P 500 ETF Trust 166 shares (about $92.86)Encompass Health 900 shares (about $90.93) 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$59,938$305 ▲0.5%648,82926.3%ETFDIMENSIONAL ETF TRUST$33,778$1,344 ▲4.1%672,15114.8%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$24,620$429 ▲1.8%594,83110.8%ETFDFCFDimensional Core Fixed Income ETF$24,272$338 ▲1.4%577,09810.7%ETFAVDEAvantis International Equity ETF$21,961$124 ▼-0.6%331,3899.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$14,248$606 ▲4.4%538,4806.3%ETFDIMENSIONAL ETF TRUST$13,898$66 ▲0.5%267,8476.1%DIMENSIONAL INTLVANGUARD MALVERN FDS$11,985$11,985 ▲New Holding154,7925.3%CORE BD ETFVNQVanguard Real Estate ETF$10,529$155 ▲1.5%116,3004.6%ETFICSHiShares Ultra Short-Term Bond Active ETF$3,617$1,309 ▲56.7%71,3481.6%ETFSPYSPDR S&P 500 ETF Trust$2,148$93 ▼-4.1%3,8400.9%FinanceAVEMAvantis Emerging Markets Equity ETF$841$59 ▼-6.6%13,9860.4%ETFVXFVanguard Extended Market ETF$677$137 ▼-16.8%3,9350.3%ETFDFATDimensional U.S. Targeted Value ETF$6590.0%12,8020.3%ETFAAPLApple$637$291 ▲83.9%2,8720.3%Computer and TechnologySOSouthern$577$23 ▼-3.8%6,2850.3%UtilitiesDEDeere & Company$4390.0%9370.2%IndustrialsVTVanguard Total World Stock ETF$399$10 ▼-2.4%3,4490.2%ETFEMREmerson Electric$392$2 ▲0.5%3,5780.2%IndustrialsEHCEncompass Health$381$91 ▼-19.3%3,7710.2%MedicalNVDANVIDIA$349$33 ▲10.6%3,2270.2%Computer and TechnologyAVUVAvantis U.S. Small Cap Value ETF$3300.0%3,7910.1%ETFLOWLowe's Companies$3220.0%1,3840.1%Retail/WholesaleMETAMeta Platforms$298$1,130 ▼-79.1%5180.1%Computer and TechnologyPIMCO ETF TR$2290.0%2,4780.1%ACTIVE BD ETFAVGEAvantis All Equity Markets ETF$212$7 ▲3.3%2,9810.1%ETFVBRVanguard Small-Cap Value ETF$0$209 ▼-100.0%00.0%ETFShowing 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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