BCO Wealth Management LLC
Q4 2024 13F Holdings
- Locationcarlsbad, NM
- Num holdings
34
- Value ($000)
$120,245
- Date Filed02/12/2025
- Form type13F-HR
- CIK0002054749
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2024 to
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $24.81M | 21 % | 717,246 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $19.75M | 16 % | 307,807 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $15.98M | 13 % | 387,129 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $11.94M | 10 % | 254,641 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $10.30M | 9 % | 398,409 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.83M | 8 % | 92,284 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $5.20M | 4 % | 198,514 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.91M | 4 % | 68,237 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $2.81M | 2 % | 58,899 | ||
DFAX DIMENSIONAL ETF TRUST | WORLD EX US CORE | 25434V880 | $1.99M | 2 % | 80,166 |
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