BCR Wealth Strategies, LLC

13F Portfolio Filings

  • Most recent 13F
    Q4 2024
  • Location
    vestavia, AL
  • CIK
    0001908380
  • All SEC filings
Q4 2024
Quater
Holdings
VALUE
Top Holdings
Form Type
Date Filed
Filing Id

26

$214.00K
AVUS, DIMENSIONAL ETF TRUST, AVIG, DFCF
13F-HR
Jan 29, 2025
000190715725000006

24

$212.00K
AVUS, DIMENSIONAL ETF TRUST, AVIG, DFCF
13F-HR
Oct 18, 2024
000179270424000014

30

$154.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
Jul 26, 2024
000172588824000002

21

$148.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
May 3, 2024
000179270424000002

19

$140.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
Jan 26, 2024
000180074524000005

19

$126.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
Oct 20, 2023
000183823423000005

19

$130.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
Jul 14, 2023
000179270423000005

18

$126.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
May 5, 2023
000190838023000003

17

$116.00K
AVUS, AVIG, DFCF, AVDE
13F-HR
Jan 30, 2023
000190838023000001

111

$97.50M
AVUS, AVIG, AVDE, DFCF
13F-HR
Nov 4, 2022
000190838022000003

116

$96.77M
AVUS, AVIG, AVDE, VNQ
13F-HR
Jul 22, 2022
000183823422000004

117

$104.54M
AVUS, AVIG, AVDE, VNQ
13F-HR
Apr 29, 2022
000190838022000002

122

$105.69M
AVUS, AVIG, AVDE, VNQ
13F-HR
Feb 11, 2022
000190838022000001
Bcr Wealth Strategies, Llc 13F Filings