BCO Wealth Management LLC
Q2 2025 13F Holdings
- Locationcarlsbad, NM
- Num holdings
37
- Value ($000)
$140,198
- Date Filed07/18/2025
- Form type13F-HR
- CIK0002054749
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
DFAC DIMENSIONAL ETF TRUST | US CORE EQUITY 2 | 25434V708 | $28.49M | 20 % | 794,892 | ||
DCOR DIMENSIONAL ETF TRUST | US CORE EQUITY 1 | 25434V625 | $23.94M | 17 % | 358,149 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $19.26M | 14 % | 455,667 | ||
DFIC DIMENSIONAL ETF TRUST | INTL CORE EQUITY | 25434V799 | $14.80M | 11 % | 475,895 | ||
DFSD DIMENSIONAL ETF TRUST | SHORT DURATION F | 25434V864 | $14.10M | 10 % | 293,785 | ||
MUB ISHARES TR | NATIONAL MUN ETF | 464288414 | $9.12M | 7 % | 87,332 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $7.04M | 5 % | 237,235 | ||
BND VANGUARD BD INDEX FDS | TOTAL BND MRKT | 921937835 | $4.11M | 3 % | 55,847 | ||
DFNM DIMENSIONAL ETF TRUST | NATL MUN BD ETF | 25434V849 | $3.48M | 3 % | 73,321 | ||
SUB ISHARES TR | SHRT NAT MUN ETF | 464288158 | $2.46M | 2 % | 23,177 |
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