Filer Name: BCO WEALTH MANAGEMENT LLC
CIK: 2054749
Period: 2024-12-31
Filed At: 2025-02-12
Number of Holdings: 34
Portfolio Value: $0.12B

Bco Wealth Management Llc Top Holdings

Ticker Exchange Security Shares Value % of Portfolio Position Change Put/Call
DFAC US DIMENSIONAL US CORE EQUITY 2 717,246 $25M 20.63% - -
DCOR US DIMENSIONAL US CORE EQ 1 ETF 307,807 $20M 16.42% - -
DFCF US DIMENSIONAL CORE FIXED INC 387,129 $16M 13.29% - -
DFSD US DIMENSIONAL SHORT DURATION 254,641 $12M 9.93% - -
DFIC US DIMENSIONAL INTERNATIONAL CO 398,409 $10M 8.56% - -
MUB US ISHARES NATIONAL MUNI BOND E 92,284 $10M 8.18% - -
DFEM US DIMENSIONAL EMERGING MARKETS 198,514 $5M 4.32% - -
BND US VANGUARD TOTAL BOND MARKET 68,237 $5M 4.08% - -
DFNM US DIMENSIONAL NATIONAL MUNI BD 58,899 $3M 2.34% - -
DFAX US DIMENSIONAL WORLD EX US CORE 80,166 $2M 1.66% - -
SUB US ISHARES SHORT-TERM NATIONAL 18,188 $2M 1.60% - -
DFUS US DIMENSIONAL US EQ MKT ETF 29,915 $2M 1.59% - -
DFAS US DIMENSIONAL US SMALL CAP ETF 14,032 $1M 0.76% - -
MGK US VANGUARD MEGA CAP GROWTH ETF 2,176 $1M 0.62% - -
SCMB US SCHWAB MUNICIPAL BOND ETF 28,101 $1M 0.60% - -
IVV US ISHARES CORE S&P 500 ETF 935 $1M 0.46% - -
IXC US ISHARES GLOBAL ENERGY ETF 13,799 $1M 0.44% - -
MGV US VANGUARD MEGA CAP VALUE ETF 4,154 $1M 0.43% - -
EXR US EXTRA SPACE STORAGE INC 3,424 $1M 0.43% - -
BRK/B US BERKSHIRE HATHAWAY INC-CL B 1,019 $0M 0.38% - -
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