$135 Million is the total value of BCU Wealth Advisors, LLC's 47 reported holdings in Q2 2024. The portfolio turnover from Q1 2024 to Q2 2024 was 12.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| IVV | Sell | ISHARES TRcore s&p500 etf | $5,300,209 | -1.9% | 9,686 | -5.8% | 3.91% | -14.7% |
| AAPL | Sell | APPLE INC | $695,091 | +11.8% | 3,300 | -9.0% | 0.51% | -2.8% |
| BAX | Sell | BAXTER INTL INC | $659,391 | -22.2% | 19,713 | -0.5% | 0.49% | -32.3% |
| EFV | Sell | ISHARES TReafe value etf | $621,961 | -33.5% | 11,726 | -31.8% | 0.46% | -42.2% |
| KO | Sell | COCA COLA CO | $605,478 | -1.2% | 9,513 | -5.1% | 0.45% | -14.2% |
| HEFA | Sell | ISHARES TRhdg msci eafe | $302,502 | -36.5% | 8,508 | -37.7% | 0.22% | -44.8% |
| EMB | Sell | ISHARES TRjpmorgan usd emg | $218,223 | -19.4% | 2,466 | -18.3% | 0.16% | -30.0% |
| IXC | Exit | ISHARES TRglobal energ etf | $0 | – | -5,472 | -100.0% | -0.20% | – |
Other managers
Other managers that, in addition to the filing manager(s), that filed the EDGAR filing(s):
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2024-08-01
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 42.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 10.6% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 6.9% |
| ISHARES TR | 3 | Q2 2024 | 6.7% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 4.9% |
| ISHARES TR | 3 | Q2 2024 | 3.9% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 3.4% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.1% |
| DIMENSIONAL ETF TRUST | 3 | Q2 2024 | 2.1% |
| ISHARES TR | 3 | Q2 2024 | 1.6% |
View BCU Wealth Advisors, LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-08-01 |
| 13F-HR | 2024-05-03 |
| 13F-HR/A | 2024-05-02 |
| 13F-HR | 2024-02-09 |
View BCU Wealth Advisors, 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.