Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $222.69 million in total holdings as of September 30, 2024.Bcu Wealth Advisors, LLC owns shares of 56 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 10.38% of the portfolio was purchased this quarter.About 3.25% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 50 new stocks and bought additional shares in 32 stocks.Bcu Wealth Advisors, LLC sold shares of 8 stocks and completely divested from 5 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $96,848,445Dimensional International Core Equity 2 ETF $30,460,753Dimensional Short-Duration Fixed Income ETF $14,776,586Dimensional Emerging Markets Core Equity 2 ETF $9,819,065Dimensional Core Fixed Income ETF $9,247,042 Largest New Holdings this Quarter 464288653 - iShares 10-20 Year Treasury Bond ETF $1,611,989 Holding09290C806 - BlackRock Future U.S. Themes ETF $1,185,459 Holding464287101 - iShares S&P 100 ETF $1,171,121 Holding46435G672 - iShares Core International Aggregate Bond ETF $987,723 Holding594918104 - Microsoft $594,243 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 154,993 shares (about $5.55M)Dimensional Short-Duration Fixed Income ETF 36,302 shares (about $1.74M)iShares 10-20 Year Treasury Bond ETF 15,866 shares (about $1.61M)iShares Core MSCI Emerging Markets ETF 23,957 shares (about $1.44M)Dimensional International Core Equity 2 ETF 41,820 shares (about $1.30M) Largest Sales this Quarter iShares Core S&P 500 ETF 5,315 shares (about $3.30M)iShares MSCI EAFE Growth ETF 4,208 shares (about $471.31K)iShares Core Total USD Bond Market ETF 4,143 shares (about $191.53K)iShares Convertible Bond ETF 564 shares (about $50.82K)CVS Health 451 shares (about $31.11K) 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$96,848,445$5,554,948 ▲6.1%2,702,24543.5%ETFDFICDimensional International Core Equity 2 ETF$30,460,753$1,300,183 ▲4.5%979,76113.7%ETFDFSDDimensional Short-Duration Fixed Income ETF$14,776,586$1,742,861 ▲13.4%307,7816.6%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$9,819,065$498,030 ▲5.3%330,8314.4%ETFDFCFDimensional Core Fixed Income ETF$9,247,042$1,145,500 ▲14.1%218,8134.2%ETFIUSBiShares Core Total USD Bond Market ETF$7,055,447$191,531 ▼-2.6%152,6163.2%ManufacturingDFIPDimensional Inflation-Protected Securities ETF$4,053,420$579,150 ▲16.7%96,9491.8%ETFIVViShares Core S&P 500 ETF$3,723,748$3,300,270 ▼-47.0%5,9971.7%ETFIVWiShares S&P 500 Growth ETF$3,571,673$327,440 ▲10.1%32,4401.6%ETFQUALiShares MSCI USA Quality Factor ETF$3,322,818$533,296 ▲19.1%18,1751.5%ETFDFARDimensional US Real Estate ETF$3,235,126$380,121 ▲13.3%137,9001.5%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$3,071,877$294,520 ▲10.6%56,4061.4%ETFEFViShares MSCI EAFE Value ETF$3,024,896$476,800 ▲18.7%47,6511.4%ETFIVEiShares S&P 500 Value ETF$2,321,447$750,430 ▲47.8%11,8791.0%ETFEFGiShares MSCI EAFE Growth ETF$2,084,935$471,308 ▼-18.4%18,6150.9%ETFIEMGiShares Core MSCI Emerging Markets ETF$2,038,541$1,438,126 ▲239.5%33,9590.9%ETFMBBiShares MBS ETF$2,018,919$376 ▼0.0%21,5030.9%ETFTLHiShares 10-20 Year Treasury Bond ETF$1,611,989$1,611,989 ▲New Holding15,8660.7%ETFBINCiShares Flexible Income Active ETF$1,321,391$54,902 ▲4.3%25,0070.6%ETFBTHMBlackRock Future U.S. Themes ETF$1,185,459$1,185,459 ▲New Holding33,3180.5%ETFOEFiShares S&P 100 ETF$1,171,121$1,171,121 ▲New Holding3,8480.5%ETFIYWiShares U.S. Technology ETF$1,151,866$72,771 ▲6.7%6,6480.5%ManufacturingIAGGiShares Core International Aggregate Bond ETF$987,723$987,723 ▲New Holding19,3330.4%ETFABBVAbbVie$929,120$6,126 ▲0.7%5,0050.4%MedicalMTUMiShares MSCI USA Momentum Factor ETF$680,078$144,186 ▲26.9%2,8300.3%ETFCVSCVS Health$668,667$31,109 ▼-4.4%9,6940.3%MedicalKOCocaCola$639,9770.0%9,0460.3%Consumer StaplesABTAbbott Laboratories$638,988$24,074 ▲3.9%4,6980.3%MedicalBAXBaxter International$632,261$25,436 ▼-3.9%20,8800.3%MedicalMGCVanguard Mega Cap ETF$628,109$89,955 ▲16.7%2,7930.3%ETFQQQInvesco QQQ$623,342$552 ▲0.1%1,1300.3%FinanceVIGVanguard Dividend Appreciation ETF$612,9950.0%2,9950.3%ETFMSFTMicrosoft$594,243$594,243 ▲New Holding1,1950.3%Computer and TechnologyBXBlackstone$583,362$583,362 ▲New Holding3,9000.3%FinanceGEGE Aerospace$539,873$772 ▲0.1%2,0970.2%AerospaceVTIVanguard Total Stock Market ETF$493,810$121,553 ▲32.7%1,6250.2%ETFXOMExxon Mobil$466,7740.0%4,3300.2%EnergyNVDANVIDIA$447,1120.0%2,8300.2%Computer and TechnologyESGUiShares ESG Aware MSCI USA ETF$435,261$812 ▲0.2%3,2170.2%ManufacturingDGROiShares Core Dividend Growth ETF$385,951$66,563 ▲20.8%6,0360.2%ETFSPHQInvesco S&P 500 Quality ETF$382,194$713 ▲0.2%5,3630.2%ETFPMPhilip Morris International$374,032$1,093 ▲0.3%2,0540.2%Consumer StaplesIWYiShares Russell Top 200 Growth ETF$354,877$493 ▲0.1%1,4400.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$339,182$8,429 ▲2.5%3,6620.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$326,113$720 ▲0.2%5,8920.1%ETFWMTWalmart$290,311$47,424 ▲19.5%2,9690.1%Retail/WholesaleGE VERNOVA INC$274,986$274,986 ▲New Holding5200.1%COMORCLOracle$270,101$270,101 ▲New Holding1,2350.1%Computer and TechnologyAMZNAmazon.com$266,9980.0%1,2170.1%Retail/WholesaleSTIPiShares 0-5 Year TIPS Bond ETF$265,894$265,894 ▲New Holding2,5840.1%ETFIAUiShares Gold Trust$255,302$20,766 ▲8.9%4,0940.1%FinanceBLACKROCK ETF TRUST$252,562$252,562 ▲New Holding8,7540.1%ISHARES A I INNOICVTiShares Convertible Bond ETF$251,213$50,819 ▼-16.8%2,7880.1%ETFJPMJPMorgan Chase & Co.$241,483$1,160 ▲0.5%8330.1%FinanceXLKTechnology Select Sector SPDR Fund$226,832$226,832 ▲New Holding8960.1%ETFGOVTiShares U.S. Treasury Bond ETF$216,238$9,077 ▼-4.0%9,4100.1%ETFEMXCiShares MSCI Emerging Markets ex China ETF$0$1,154,141 ▼-100.0%00.0%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$0$815,493 ▼-100.0%00.0%ETFAAPLApple$0$734,987 ▼-100.0%00.0%Computer and TechnologyIFRAiShares U.S. Infrastructure ETF$0$254,677 ▼-100.0%00.0%ETFJNJJohnson & Johnson$0$208,162 ▼-100.0%00.0%MedicalShowing 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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