Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $192.24 million in total holdings as of September 30, 2024.Bcu Wealth Advisors, LLC owns shares of 50 different stocks, but just 8 companies or ETFs make up 80% of its holdings.Approximately 11.18% of the portfolio was purchased this quarter.About 1.76% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 54 new stocks and bought additional shares in 39 stocks.Bcu Wealth Advisors, LLC sold shares of 5 stocks and completely divested from 7 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $84,033,841Dimensional International Core Equity 2 ETF $26,046,623Dimensional Short-Duration Fixed Income ETF $12,900,700Dimensional Emerging Markets Core Equity 2 ETF $8,309,788Dimensional Core Fixed Income ETF $8,063,195 Largest New Holdings this Quarter 30231G102 - Exxon Mobil $514,967 Holding478160104 - Johnson & Johnson $208,162 Holding46625H100 - JPMorgan Chase & Co. $203,298 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 379,735 shares (about $12.53M)iShares Core Total USD Bond Market ETF 23,243 shares (about $1.07M)Dimensional International Core Equity 2 ETF 35,714 shares (about $991.78K)iShares Core S&P 500 ETF 1,722 shares (about $967.59K)Dimensional Emerging Markets Core Equity 2 ETF 29,793 shares (about $788.32K) Largest Sales this Quarter Dimensional Inflation-Protected Securities ETF 6,304 shares (about $265.47K)iShares MSCI USA Momentum Factor ETF 766 shares (about $154.84K)iShares Gold Trust 2,089 shares (about $123.17K)Coca-Cola 467 shares (about $33.45K)CVS Health 438 shares (about $29.67K) 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$84,033,841$12,527,457 ▲17.5%2,547,25243.7%ETFDFICDimensional International Core Equity 2 ETF$26,046,623$991,778 ▲4.0%937,94113.5%ETFDFSDDimensional Short-Duration Fixed Income ETF$12,900,700$545,768 ▲4.4%271,4796.7%ETFDFEMDimensional Emerging Markets Core Equity 2 ETF$8,309,788$788,323 ▲10.5%314,0514.3%ETFDFCFDimensional Core Fixed Income ETF$8,063,195$278,942 ▲3.6%191,7074.2%ETFIUSBiShares Core Total USD Bond Market ETF$7,223,472$1,071,040 ▲17.4%156,7593.8%ManufacturingIVViShares Core S&P 500 ETF$6,356,173$967,586 ▲18.0%11,3123.3%ETFDFIPDimensional Inflation-Protected Securities ETF$3,499,278$265,466 ▼-7.1%83,0971.8%ETFDFARDimensional US Real Estate ETF$2,892,727$295,888 ▲11.4%121,6971.5%ETFIVWiShares S&P 500 Growth ETF$2,735,300$435,739 ▲18.9%29,4661.4%ETFQUALiShares MSCI USA Quality Factor ETF$2,607,398$405,003 ▲18.4%15,2581.4%ETFDYNFiShares U.S. Equity Factor Rotation Active ETF$2,486,677$379,550 ▲18.0%50,9981.3%ETFEFViShares MSCI EAFE Value ETF$2,365,858$194,915 ▲9.0%40,1401.2%ETFEFGiShares MSCI EAFE Growth ETF$2,282,275$321,696 ▲16.4%22,8231.2%ETFMBBiShares MBS ETF$2,016,917$265,021 ▲15.1%21,5071.0%ETFIVEiShares S&P 500 Value ETF$1,532,147$250,053 ▲19.5%8,0390.8%ETFBINCiShares Flexible Income Active ETF$1,255,432$142,106 ▲12.8%23,9680.7%ETFEMXCiShares MSCI Emerging Markets ex China ETF$1,154,141$179,925 ▲18.5%20,9500.6%ManufacturingABBVAbbVie$1,041,648$6,495 ▲0.6%4,9720.5%MedicalIYWiShares U.S. Technology ETF$874,674$140,583 ▲19.2%6,2280.5%ManufacturingTLTiShares 20+ Year Treasury Bond ETF$815,493$111,961 ▲15.9%8,9590.4%ETFBAXBaxter International$743,478$57,609 ▲8.4%21,7200.4%MedicalAAPLApple$734,987$666 ▲0.1%3,3090.4%Computer and TechnologyCVSCVS Health$687,324$29,675 ▼-4.1%10,1450.4%MedicalKOCoca-Cola$647,847$33,445 ▼-4.9%9,0460.3%Consumer StaplesABTAbbott Laboratories$599,739$1,857 ▲0.3%4,5210.3%MedicalVIGVanguard Dividend Appreciation ETF$581,008$1,940 ▲0.3%2,9950.3%ETFIEMGiShares Core MSCI Emerging Markets ETF$539,831$80,581 ▲17.5%10,0020.3%ETFQQQInvesco QQQ$529,2050.0%1,1290.3%FinanceXOMExxon Mobil$514,967$514,967 ▲New Holding4,3300.3%EnergyMGCVanguard Mega Cap ETF$481,820$1,007 ▲0.2%2,3930.3%ETFMTUMiShares MSCI USA Momentum Factor ETF$450,781$154,842 ▼-25.6%2,2300.2%ETFGEGE Aerospace$419,052$600 ▲0.1%2,0940.2%IndustrialsESGUiShares ESG Aware MSCI USA ETF$391,431$1,219 ▲0.3%3,2110.2%ManufacturingSPHQInvesco S&P 500 Quality ETF$355,130$862 ▲0.2%5,3530.2%ETFVTIVanguard Total Stock Market ETF$336,610$824 ▲0.2%1,2250.2%ETFPMPhilip Morris International$325,121$1,111 ▲0.3%2,0480.2%Consumer StaplesEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$323,522$44,211 ▲15.8%3,5710.2%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$318,899$759 ▲0.2%5,8790.2%ETFDGROiShares Core Dividend Growth ETF$308,618$1,236 ▲0.4%4,9950.2%ETFNVDANVIDIA$306,7150.0%2,8300.2%Computer and TechnologyIWYiShares Russell Top 200 Growth ETF$303,360$211 ▲0.1%1,4380.2%ETFICVTiShares Convertible Bond ETF$280,288$9,951 ▲3.7%3,3520.1%ETFIFRAiShares U.S. Infrastructure ETF$254,677$50,566 ▲24.8%5,6510.1%ETFAMZNAmazon.com$231,5460.0%1,2170.1%Retail/WholesaleGOVTiShares U.S. Treasury Bond ETF$225,369$15,952 ▲7.6%9,8050.1%ETFIAUiShares Gold Trust$221,749$123,168 ▼-35.7%3,7610.1%FinanceWMTWalmart$218,084$351 ▲0.2%2,4840.1%Retail/WholesaleJNJJohnson & Johnson$208,162$208,162 ▲New Holding1,2550.1%MedicalJPMJPMorgan Chase & Co.$203,298$203,298 ▲New Holding8290.1%FinanceDIMENSIONAL ETF TRUST$0$1,062,086 ▼-100.0%00.0%ULTRASHORT FIXEDDFAUDimensional US Core Equity Market ETF$0$476,704 ▼-100.0%00.0%ETFDFAIDimensional International Core Equity Market ETF$0$401,007 ▼-100.0%00.0%ETFMSFTMicrosoft$0$224,358 ▼-100.0%00.0%Computer and TechnologyXLKTechnology Select Sector SPDR Fund$0$207,590 ▼-100.0%00.0%ETFORCLOracle$0$205,167 ▼-100.0%00.0%Computer and TechnologyGOOGAlphabet$0$201,932 ▼-100.0%00.0%Computer and TechnologyShowing 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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