Bcr Wealth Strategies, LLC Top Holdings and 13F Report (2023) About Bcr Wealth Strategies, LLCInvestment ActivityBcr Wealth Strategies, LLC has $258.34 thousand in total holdings as of March 31, 2023.Bcr Wealth Strategies, LLC owns shares of 27 different stocks, but just 7 companies or ETFs make up 80% of its holdings.Approximately 6.35% of the portfolio was purchased this quarter.About 0.36% of the portfolio was sold this quarter.This quarter, Bcr Wealth Strategies, LLC has purchased 26 new stocks and bought additional shares in 16 stocks.Bcr Wealth Strategies, LLC sold shares of 4 stocks and completely divested from 0 stocks this quarter.Largest Holdings Avantis U.S. Equity ETF $67,501DIMENSIONAL ETF TRUST $38,368Avantis Core Fixed Income ETF $25,914Dimensional Core Fixed Income ETF $25,702Avantis International Equity ETF $24,812 Largest New Holdings this Quarter 512807306 - LAM RESEARCH CORP $256 Holding Largest Purchases this Quarter VANGUARD MALVERN FDS 99,716 shares (about $7.74K)Avantis U.S. Equity ETF 20,695 shares (about $2.09K)DIMENSIONAL ETF TRUST 35,365 shares (about $1.92K)Dimensional Core Fixed Income ETF 31,112 shares (about $1.31K)Avantis Core Fixed Income ETF 27,808 shares (about $1.16K) Largest Sales this Quarter DIMENSIONAL ETF TRUST 11,078 shares (about $643.10)Encompass Health 1,000 shares (about $122.34)Apple 576 shares (about $118.16)Avantis Emerging Markets Equity ETF 528 shares (about $36.17) 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$67,501$2,086 ▲3.2%669,52426.1%ETFDIMENSIONAL ETF TRUST$38,368$1,918 ▲5.3%707,51614.9%DIMENSIONAL USAVIGAvantis Core Fixed Income ETF$25,914$1,157 ▲4.7%622,63910.0%ETFDFCFDimensional Core Fixed Income ETF$25,702$1,315 ▲5.4%608,2109.9%ETFAVDEAvantis International Equity ETF$24,812$287 ▲1.2%335,2639.6%ETFVANGUARD MALVERN FDS$19,744$7,736 ▲64.4%254,5087.6%CORE BD ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$16,712$731 ▲4.6%563,1006.5%ETFDIMENSIONAL ETF TRUST$14,906$643 ▼-4.1%256,7695.8%DIMENSIONAL INTLVNQVanguard Real Estate ETF$11,043$686 ▲6.6%124,0044.3%ETFICSHiShares Ultra Short-Term Bond Active ETF$3,709$91 ▲2.5%73,1421.4%ETFSPYSPDR S&P 500 ETF Trust$2,3720.0%3,8400.9%FinanceAVEMAvantis Emerging Markets Equity ETF$922$36 ▼-3.8%13,4580.4%ETFVXFVanguard Extended Market ETF$7580.0%3,9350.3%ETFDFATDimensional U.S. Targeted Value ETF$6900.0%12,8020.3%ETFSOSouthern$577$1 ▲0.1%6,2920.2%UtilitiesNVDANVIDIA$514$4 ▲0.9%3,2550.2%Computer and TechnologyEMREmerson Electric$499$22 ▲4.6%3,7430.2%IndustrialsDEDeere & Company$4760.0%9370.2%IndustrialsAAPLApple$471$118 ▼-20.1%2,2960.2%Computer and TechnologyVTVanguard Total World Stock ETF$467$24 ▲5.5%3,6380.2%ETFMETAMeta Platforms$3820.0%5180.1%Computer and TechnologyLOWLowe's Companies$351$44 ▲14.5%1,5840.1%Retail/WholesaleAVUVAvantis U.S. Small Cap Value ETF$3450.0%3,7910.1%ETFEHCEncompass Health$339$122 ▼-26.5%2,7710.1%MedicalAVGEAvantis All Equity Markets ETF$271$40 ▲17.5%3,5040.1%ETFLAM RESEARCH CORP$256$256 ▲New Holding2,6400.1%COM NEWPIMCO ETF TR$235$7 ▲3.3%2,5590.1%ACTIVE BD 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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