BCR Wealth Strategies, LLC
Q4 2024 13F Holdings
- Locationvestavia, AL
- Num holdings
26
- Value ($000)
$214
- Date Filed01/29/2025
- Form type13F-HR
- CIK0001908380
- 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 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $62.57K | 29 % | 645,531 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 | $34.11K | 16 % | 645,416 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $23.71K | 11 % | 584,469 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $23.48K | 11 % | 569,051 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $20.45K | 10 % | 333,254 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $13.50K | 6 % | 515,583 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | 25434V542 | $12.81K | 6 % | 266,569 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $10.21K | 5 % | 114,592 | ||
SPY SPDR S&P 500 ETF TR | TR UNIT | 78462F103 | $2.35K | 1 % | 4,006 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $2.29K | 1 % | 45,519 |
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