The Analysis of BCR Wealth Strategies, LLC's Holdings
Currently, BCR Wealth Strategies, LLC holds 30 types of securities in its portfolio with a total value $284.4K. In the most recent quarter, they have increased their positions in VCRB (+33.1K shares, valued at $2.6K), AVIG (+54.4K shares, valued at $2.3K), DFCF (+49.8K shares, valued at $2.1K); decreased their positions in EHC (-1.0K shares, valued at $126.48221343873517), SPY (-178 shares, valued at $118.55324959038776), AVEM (-1.4K shares, valued at $103.12959285004966); initiated new positions in VBR (+1.5K shares, valued at $315), GLD (+656 shares, valued at $233), TSLA (+463 shares, valued at $205). Stock Holdings
TickerCompany NameSharesShares âŗ%Event DateReport DateHistory
AVUS AMERICAN CENTY ETF TR681.5K shares1.79%2025-09-302025-10-10
DXUV DIMENSIONAL ETF TRUST728.3K shares2.93%2025-09-302025-10-10 AVIG AMERICAN CENTY ETF TR677.0K shares8.73%2025-09-302025-10-10 DFCF DIMENSIONAL ETF TRUST658.0K shares8.18%2025-09-302025-10-10 AVDE AMERICAN CENTY ETF TR340.8K shares1.65%2025-09-302025-10-10 VCRB VANGUARD MALVERN FDS287.6K shares13.01%2025-09-302025-10-10 DFEM DIMENSIONAL ETF TRUST563.2K shares0.02%2025-09-302025-10-10 DXIV DIMENSIONAL ETF TRUST257.9K shares0.44%2025-09-302025-10-10 VNQ VANGUARD INDEX FDS131.3K shares5.92%2025-09-302025-10-10 ICSH ISHARES TR89.1K shares21.76%2025-09-302025-10-10 SPY SPDR S&P 500 ETF TR3.7K shares-4.64%2025-09-302025-10-10 AVEM AMERICAN CENTY ETF TR12.1K shares-10.21%2025-09-302025-10-10 VXF VANGUARD INDEX FDS3.9K shares0.00%2025-09-302025-10-10 DFAT DIMENSIONAL ETF TRUST12.8K shares0.00%2025-09-302025-10-10 NVDA NVIDIA CORPORATION3.3K shares2.55%2025-09-302025-10-10 AAPL APPLE INC2.3K shares1.52%2025-09-302025-10-10 SO SOUTHERN CO6.2K shares-1.62%2025-09-302025-10-10 VT VANGUARD INTL EQUITY INDEX F4.2K shares16.79%2025-09-302025-10-10 EMR EMERSON ELEC CO3.8K shares0.37%2025-09-302025-10-10 DE DEERE & CO937 shares0.00%2025-09-302025-10-10 LOW LOWES COS INC1.6K shares0.00%2025-09-302025-10-10 AVUV AMERICAN CENTY ETF TR3.8K shares0.00%2025-09-302025-10-10 LRCX LAM RESEARCH CORP2.7K shares1.52%2025-09-302025-10-10 VBR VANGUARD INDEX FDS1.5K sharesnew addition2025-09-302025-10-10 AVGE AMERICAN CENTY ETF TR3.6K shares2.77%2025-09-302025-10-10 META META PLATFORMS INC403 shares-22.20%2025-09-302025-10-10 BOND PIMCO ETF TR2.9K shares13.05%2025-09-302025-10-10 GLD SPDR GOLD TR656 sharesnew addition2025-09-302025-10-10 EHC ENCOMPASS HEALTH CORP1.8K shares-36.09%2025-09-302025-10-10 TSLA TESLA INC463 sharesnew addition2025-09-302025-10-10 Call Option Holdings
No call option holdings data available
Put Option Holdings
No put option holdings data available