$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VNQ | VANGUARD INDEX FDSreal estate etf | $7,822 | +0.7% | 94,202 | 0.0% | 6.24% | -6.9% | |
| SPY | SPDR S&P 500 ETF TRtr unit | $1,986 | +7.1% | 4,853 | 0.0% | 1.58% | -1.0% | |
| VXF | VANGUARD INDEX FDSextend mkt etf | $711 | +5.5% | 5,076 | 0.0% | 0.57% | -2.4% | |
| EHC | ENCOMPASS HEALTH CORP | $602 | -9.5% | 11,129 | 0.0% | 0.48% | -16.4% | |
| DFAT | DIMENSIONAL ETF TRUSTus targeted vlu | $574 | +1.2% | 12,917 | 0.0% | 0.46% | -6.3% | |
| FB | META PLATFORMS INCcl a | $563 | +76.5% | 2,658 | 0.0% | 0.45% | +63.3% | |
| DE | DEERE & CO | $386 | -3.7% | 937 | 0.0% | 0.31% | -11.0% | |
| AVUV | AMERICAN CENTY ETF TRus sml cp valu | $280 | -0.7% | 3,791 | 0.0% | 0.22% | -8.2% |
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.