Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Man who spotted Apple at $1.49 says: “Buy These 6 AI Stocks.” (From InvestorPlace) (Ad) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $117.77 million in total holdings as of March 31, 2024.Bcu Wealth Advisors, LLC owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 21.31% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 39 new stocks and bought additional shares in 28 stocks.Bcu Wealth Advisors, LLC sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $49,778,581Dimensional International Core Equity 2 ETF $12,299,039Dimensional Short-Duration Fixed Income ETF $7,665,364Dimensional Core Fixed Income ETF $5,498,339iShares Core S&P 500 ETF $5,404,635 Largest New Holdings this Quarter BlackRock U.S. Equity Factor Rotation ETF $1,597,073 HoldingiShares S&P 500 Value ETF $960,581 HoldingBlackRock Flexible Income ETF $521,095 HoldingiShares MSCI Emerging Markets ex China ETF $482,432 HoldingiShares Currency Hedged MSCI EAFE ETF $476,182 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 302,279 shares (about $9.66M)Dimensional International Core Equity 2 ETF 77,138 shares (about $2.06M)BlackRock U.S. Equity Factor Rotation ETF 35,970 shares (about $1.60M)iShares Core Total USD Bond Market ETF 31,303 shares (about $1.43M)Dimensional Short-Duration Fixed Income ETF 28,300 shares (about $1.33M) Largest Sales this Quarter iShares Core S&P 500 ETF 2,554 shares (about $1.34M)iShares Core MSCI Emerging Markets ETF 7,374 shares (about $380.52K)iShares MSCI EAFE Value ETF 6,891 shares (about $374.88K)iShares ESG Aware MSCI USA ETF 3,094 shares (about $355.67K)Baxter International 3,852 shares (about $164.64K) 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$49,778,581$9,657,814 ▲24.1%1,558,01542.3%ETFDFICDimensional International Core Equity 2 ETF$12,299,039$2,063,442 ▲20.2%459,77710.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,665,364$1,331,233 ▲21.0%162,9546.5%ETFDFCFDimensional Core Fixed Income ETF$5,498,339$1,023,747 ▲22.9%131,0694.7%ETFIVViShares Core S&P 500 ETF$5,404,635$1,342,747 ▼-19.9%10,2804.6%ETFIUSBiShares Core Total USD Bond Market ETF$4,592,668$1,427,111 ▲45.1%100,7383.9%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$3,800,343$672,577 ▲21.5%149,0923.2%ETFDFAIDimensional International Core Equity Market ETF$2,376,986$789,740 ▲49.8%78,6562.0%ETFDFAUDimensional US Core Equity Market ETF$2,322,991$768,874 ▲49.5%63,5742.0%ETFQUALiShares MSCI USA Quality Factor ETF$1,677,134$71,161 ▲4.4%10,2051.4%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$1,597,073$1,597,073 ▲New Holding35,9701.4%ETFDFARDimensional US Real Estate ETF$1,493,973$295,126 ▲24.6%66,7851.3%ETFDFIPDimensional Inflation-Protected Securities ETF$1,449,310$151,717 ▲11.7%35,1351.2%ETFMBBiShares MBS ETF$1,228,528$165,523 ▲15.6%13,2931.0%ETFIVWiShares S&P 500 Growth ETF$1,198,473$787,076 ▲191.3%14,1931.0%ETFIVEiShares S&P 500 Value ETF$960,581$960,581 ▲New Holding5,1420.8%ETFEFViShares MSCI EAFE Value ETF$935,370$374,877 ▼-28.6%17,1940.8%ETFEFGiShares MSCI EAFE Growth ETF$921,914$63,101 ▲7.3%8,8830.8%ETFABBVAbbVie$882,275$5,645 ▲0.6%4,8450.7%MedicalBAXBaxter International$847,040$164,638 ▼-16.3%19,8180.7%MedicalCVSCVS Health$830,020$226,050 ▲37.4%10,4060.7%Retail/WholesaleIYWiShares U.S. Technology ETF$684,718$54,831 ▲8.7%5,0700.6%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$684,644$232,590 ▲51.5%27,6960.6%ETFAAPLApple$621,919$55,213 ▲9.7%3,6270.5%Computer and TechnologyKOCoca-Cola$613,0000.0%10,0200.5%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$612,424$95,100 ▼-13.4%6,4720.5%ETFVIGVanguard Dividend Appreciation ETF$540,260$1,643 ▲0.3%2,9590.5%ETFBINCBlackRock Flexible Income ETF$521,095$521,095 ▲New Holding9,9330.4%ETFABTAbbott Laboratories$506,721$1,705 ▲0.3%4,4580.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$482,432$482,432 ▲New Holding8,3800.4%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$476,182$476,182 ▲New Holding13,6520.4%ETFQQQInvesco QQQ$454,366$888 ▲0.2%1,0230.4%FinanceMGCVanguard Mega Cap ETF$443,684$748 ▲0.2%2,3740.4%ETFGEGeneral Electric$365,132$176 ▲0.0%2,0800.3%TransportationESGUiShares ESG Aware MSCI USA ETF$358,194$355,665 ▼-49.8%3,1160.3%ManufacturingSPHQInvesco S&P 500 Quality ETF$320,502$906 ▲0.3%5,3050.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$314,071$593 ▲0.2%5,8260.3%ETFDGROiShares Core Dividend Growth ETF$284,823$1,219 ▲0.4%4,9060.2%ETFIWYiShares Russell Top 200 Growth ETF$279,328$390 ▲0.1%1,4320.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$270,833$270,833 ▲New Holding3,0200.2%ETFNVDANVIDIA$255,707$255,707 ▲New Holding2830.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$238,301$380,518 ▼-61.5%4,6180.2%ETFIXCiShares Global Energy ETF$235,041$235,041 ▲New Holding5,4720.2%ETFMSFTMicrosoft$223,853$223,853 ▲New Holding5320.2%Computer and TechnologyAMZNAmazon.com$219,522$219,522 ▲New Holding1,2170.2%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$0$895,578 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$545,405 ▼-100.0%00.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$0$500,899 ▼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$416,497 ▼-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 Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
