Bcu Wealth Advisors, LLC Top Holdings and 13F Report (2024) → Bible Shocker: Have You Seen Elon Musk’s Miracle? (From InvestorPlace) (Ad) About Bcu Wealth Advisors, LLCInvestment ActivityBcu Wealth Advisors, LLC has $117.77 million in total holdings as of March 31, 2024.Bcu Wealth Advisors, LLC owns shares of 45 different stocks, but just 10 companies or ETFs make up 80% of its holdings.Approximately 21.31% of the portfolio was purchased this quarter.About 4.31% of the portfolio was sold this quarter.This quarter, Bcu Wealth Advisors, LLC has purchased 39 new stocks and bought additional shares in 28 stocks.Bcu Wealth Advisors, LLC sold shares of 6 stocks and completely divested from 4 stocks this quarter.Largest Holdings Dimensional U.S. Core Equity 2 ETF $49,778,581Dimensional International Core Equity 2 ETF $12,299,039Dimensional Short-Duration Fixed Income ETF $7,665,364Dimensional Core Fixed Income ETF $5,498,339iShares Core S&P 500 ETF $5,404,635 Largest New Holdings this Quarter BlackRock U.S. Equity Factor Rotation ETF $1,597,073 HoldingiShares S&P 500 Value ETF $960,581 HoldingBlackRock Flexible Income ETF $521,095 HoldingiShares MSCI Emerging Markets ex China ETF $482,432 HoldingiShares Currency Hedged MSCI EAFE ETF $476,182 Holding Largest Purchases this Quarter Dimensional U.S. Core Equity 2 ETF 302,279 shares (about $9.66M)Dimensional International Core Equity 2 ETF 77,138 shares (about $2.06M)BlackRock U.S. Equity Factor Rotation ETF 35,970 shares (about $1.60M)iShares Core Total USD Bond Market ETF 31,303 shares (about $1.43M)Dimensional Short-Duration Fixed Income ETF 28,300 shares (about $1.33M) Largest Sales this Quarter iShares Core S&P 500 ETF 2,554 shares (about $1.34M)iShares Core MSCI Emerging Markets ETF 7,374 shares (about $380.52K)iShares MSCI EAFE Value ETF 6,891 shares (about $374.88K)iShares ESG Aware MSCI USA ETF 3,094 shares (about $355.67K)Baxter International 3,852 shares (about $164.64K) Sector Allocation Over TimeMap of 500 Largest Holdings ofBcu Wealth Advisors, LLC Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorDFACDimensional U.S. Core Equity 2 ETF$49,778,581$9,657,814 ▲24.1%1,558,01542.3%ETFDFICDimensional International Core Equity 2 ETF$12,299,039$2,063,442 ▲20.2%459,77710.4%ETFDFSDDimensional Short-Duration Fixed Income ETF$7,665,364$1,331,233 ▲21.0%162,9546.5%ETFDFCFDimensional Core Fixed Income ETF$5,498,339$1,023,747 ▲22.9%131,0694.7%ETFIVViShares Core S&P 500 ETF$5,404,635$1,342,747 ▼-19.9%10,2804.6%ETFIUSBiShares Core Total USD Bond Market ETF$4,592,668$1,427,111 ▲45.1%100,7383.9%ManufacturingDFEMDimensional Emerging Markets Core Equity 2 ETF$3,800,343$672,577 ▲21.5%149,0923.2%ETFDFAIDimensional International Core Equity Market ETF$2,376,986$789,740 ▲49.8%78,6562.0%ETFDFAUDimensional US Core Equity Market ETF$2,322,991$768,874 ▲49.5%63,5742.0%ETFQUALiShares MSCI USA Quality Factor ETF$1,677,134$71,161 ▲4.4%10,2051.4%ETFDYNFBlackRock U.S. Equity Factor Rotation ETF$1,597,073$1,597,073 ▲New Holding35,9701.4%ETFDFARDimensional US Real Estate ETF$1,493,973$295,126 ▲24.6%66,7851.3%ETFDFIPDimensional Inflation-Protected Securities ETF$1,449,310$151,717 ▲11.7%35,1351.2%ETFMBBiShares MBS ETF$1,228,528$165,523 ▲15.6%13,2931.0%ETFIVWiShares S&P 500 Growth ETF$1,198,473$787,076 ▲191.3%14,1931.0%ETFIVEiShares S&P 500 Value ETF$960,581$960,581 ▲New Holding5,1420.8%ETFEFViShares MSCI EAFE Value ETF$935,370$374,877 ▼-28.6%17,1940.8%ETFEFGiShares MSCI EAFE Growth ETF$921,914$63,101 ▲7.3%8,8830.8%ETFABBVAbbVie$882,275$5,645 ▲0.6%4,8450.7%MedicalBAXBaxter International$847,040$164,638 ▼-16.3%19,8180.7%MedicalCVSCVS Health$830,020$226,050 ▲37.4%10,4060.7%Retail/WholesaleIYWiShares U.S. Technology ETF$684,718$54,831 ▲8.7%5,0700.6%ManufacturingDFAEDimensional Emerging Core Equity Market ETF$684,644$232,590 ▲51.5%27,6960.6%ETFAAPLApple$621,919$55,213 ▲9.7%3,6270.5%Computer and TechnologyKOCoca-Cola$613,0000.0%10,0200.5%Consumer StaplesTLTiShares 20+ Year Treasury Bond ETF$612,424$95,100 ▼-13.4%6,4720.5%ETFVIGVanguard Dividend Appreciation ETF$540,260$1,643 ▲0.3%2,9590.5%ETFBINCBlackRock Flexible Income ETF$521,095$521,095 ▲New Holding9,9330.4%ETFABTAbbott Laboratories$506,721$1,705 ▲0.3%4,4580.4%MedicalEMXCiShares MSCI Emerging Markets ex China ETF$482,432$482,432 ▲New Holding8,3800.4%ManufacturingHEFAiShares Currency Hedged MSCI EAFE ETF$476,182$476,182 ▲New Holding13,6520.4%ETFQQQInvesco QQQ$454,366$888 ▲0.2%1,0230.4%FinanceMGCVanguard Mega Cap ETF$443,684$748 ▲0.2%2,3740.4%ETFGEGeneral Electric$365,132$176 ▲0.0%2,0800.3%TransportationESGUiShares ESG Aware MSCI USA ETF$358,194$355,665 ▼-49.8%3,1160.3%ManufacturingSPHQInvesco S&P 500 Quality ETF$320,502$906 ▲0.3%5,3050.3%ETFDSTLDistillate U.S. Fundamental Stability & Value ETF$314,071$593 ▲0.2%5,8260.3%ETFDGROiShares Core Dividend Growth ETF$284,823$1,219 ▲0.4%4,9060.2%ETFIWYiShares Russell Top 200 Growth ETF$279,328$390 ▲0.1%1,4320.2%ETFEMBiShares J.P. Morgan USD Emerging Markets Bond ETF$270,833$270,833 ▲New Holding3,0200.2%ETFNVDANVIDIA$255,707$255,707 ▲New Holding2830.2%Computer and TechnologyIEMGiShares Core MSCI Emerging Markets ETF$238,301$380,518 ▼-61.5%4,6180.2%ETFIXCiShares Global Energy ETF$235,041$235,041 ▲New Holding5,4720.2%ETFMSFTMicrosoft$223,853$223,853 ▲New Holding5320.2%Computer and TechnologyAMZNAmazon.com$219,522$219,522 ▲New Holding1,2170.2%Retail/WholesaleTFLOiShares Treasury Floating Rate Bond ETF$0$895,578 ▼-100.0%00.0%ETFLQDiShares iBoxx $ Investment Grade Corporate Bond ETF$0$545,405 ▼-100.0%00.0%FinanceSPLGSPDR Portfolio S&P 500 ETF$0$500,899 ▼-100.0%00.0%ETFOEFiShares S&P 100 ETF$0$416,497 ▼-100.0%00.0%ETFShowing largest 100 holdings. View all holdings. 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