$116 Thousand is the total value of BCR Wealth Strategies, LLC's 17 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVUS | Buy | AMERICAN CENTY ETF TRus eqt etf | $44,663 | -99.9% | 656,718 | +3.8% | 38.53% | -4.7% |
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $19,046 | -99.9% | 464,848 | +4.8% | 16.43% | -10.8% |
| Buy | DIMENSIONAL ETF TRUST | $18,649 | -99.8% | 449,159 | +122.6% | 16.09% | +89.9% | |
| AVDE | Buy | AMERICAN CENTY ETF TRintl eqt etf | $16,108 | -99.9% | 302,841 | +2.4% | 13.90% | +0.5% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $7,769 | -99.9% | 94,202 | +5.1% | 6.70% | -9.1% |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $2,120 | -99.8% | 94,407 | +73.3% | 1.83% | +60.2% | |
| SO | Buy | SOUTHERN CO | $444 | -99.9% | 6,231 | +1.0% | 0.38% | -11.1% |
| EMR | Buy | EMERSON ELEC CO | $327 | -99.9% | 3,413 | +0.6% | 0.28% | +10.6% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-01-30
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 44.5% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 19.6% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 15.8% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 9.5% |
| SPDR S&P 500 ETF TR | 8 | Q3 2023 | 2.2% |
| ISHARES TR | 8 | Q3 2023 | 1.2% |
| AMERICAN CENTY ETF TR | 8 | Q3 2023 | 1.2% |
| VANGUARD INDEX FDS | 8 | Q3 2023 | 0.9% |
| META PLATFORMS INC | 8 | Q3 2023 | 0.9% |
| ENCOMPASS HEALTH CORP | 8 | Q3 2023 | 0.8% |
View BCR Wealth Strategies, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-05-03 |
| 13F-HR | 2024-01-26 |
| 13F-HR | 2023-10-20 |
| 13F-HR | 2023-07-14 |
| 13F-HR | 2023-05-05 |
| 13F-HR | 2023-01-30 |
| 13F-HR | 2022-11-04 |
| 13F-HR | 2022-07-22 |
| 13F-HR | 2022-04-29 |
| 13F-HR | 2022-02-11 |
View BCR Wealth Strategies, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.