Filer Name: BCU WEALTH ADVISORS, LLC
CIK: 2003570
Period: 2024-12-31
Filed At: 2025-01-30
Number of Holdings: 54
Portfolio Value: $0.18B

Bcu Wealth Advisors, Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 2,167,517 $75M 42.83% 1.2% -
DFIC US DIMENSIONAL INTERNATIONAL CO 902,227 $23M 13.32% 43.9% -
DFSD US DIMENSIONAL SHORT DURATION 259,994 $12M 6.96% 19.4% -
DFCF US DIMENSIONAL CORE FIXED INC 185,075 $8M 4.36% 3.2% -
DFEM US DIMENSIONAL EMERGING MARKETS 284,258 $7M 4.25% 40.1% -
IUSB US ISHARES CORE TOTAL BOND ETF 133,516 $6M 3.45% -0.5% -
IVV US ISHARES CORE S&P 500 ETF 9,590 $6M 3.23% 0.5% -
DFIP US DIMENSIONAL INFLATION-PROTEC 89,401 $4M 2.07% 96.9% -
DFAR US DIMENSIONAL US REAL EST ETF 109,249 $3M 1.45% 18.6% -
IVW US ISHARES S&P 500 GROWTH ETF 24,772 $3M 1.44% -4.4% -
QUAL US ISHARES MSCI USA QUALITY FAC 12,888 $2M 1.31% 3.2% -
DYNF US ISHRS US E F R A ETF-USD INC 43,214 $2M 1.27% -1.0% -
EFV US ISHARES MSCI EAFE VALUE ETF 36,833 $2M 1.10% 15.3% -
EFG US ISHARES MSCI EAFE GROWTH ETF 19,606 $2M 1.08% 22.3% -
MBB US ISHARES MBS ETF 18,681 $2M 0.98% 17.0% -
IVE US ISHARES S&P 500 VALUE ETF 6,727 $1M 0.73% 6.4% -
BINC US ISHARES FLEX I A ETF-USD INC 21,255 $1M 0.63% 17.3% -
DUSB US DIMENSION ULTRASHORT FI ETF 20,994 $1M 0.61% 100.0% -
EMXC US ISHARES MSCI EMR MRK EX CHNA 17,684 $1M 0.56% 13.9% -
ABBV US ABBVIE INC 4,941 $1M 0.50% 0.7% -
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