$125 Thousand is the total value of BCR Wealth Strategies, LLC's 18 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 16.7% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AVIG | Buy | AMERICAN CENTY ETF TRavantis core fi | $19,629 | +3.1% | 465,939 | +0.2% | 15.65% | -4.7% |
| Buy | DIMENSIONAL ETF TRUST | $19,489 | +4.5% | 458,576 | +2.1% | 15.54% | -3.4% | |
| Buy | DIMENSIONAL ETF TRUSTemerging mkts co | $6,752 | +218.5% | 286,238 | +203.2% | 5.38% | +194.4% | |
| ICSH | Buy | ISHARES TRblackrock ultra | $1,509 | +42.8% | 30,039 | +42.1% | 1.20% | +31.9% |
| SO | Buy | SOUTHERN CO | $434 | -2.3% | 6,241 | +0.2% | 0.35% | -9.7% |
| EMR | Buy | EMERSON ELEC CO | $299 | -8.6% | 3,434 | +0.6% | 0.24% | -15.6% |
| AAPL | New | APPLE INC | $248 | – | 1,504 | +100.0% | 0.20% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-05
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.