BCR Wealth Strategies, LLC
Q1 2025 13F Holdings
- Locationvestavia, AL
- Num holdings
26
- Value ($000)
$228
- Date Filed05/09/2025
- Form type13F-HR
- CIK0001908380
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q1 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $59.94K | 26 % | 648,829 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 | $33.78K | 15 % | 672,151 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $24.62K | 11 % | 594,831 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $24.27K | 11 % | 577,098 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $21.96K | 10 % | 331,389 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $14.25K | 6 % | 538,480 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | 25434V542 | $13.90K | 6 % | 267,847 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $11.98K | 5 % | 154,792 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $10.53K | 5 % | 116,300 | ||
ICSH ISHARES TR | ULTRA SHORT-TERM | 46434V878 | $3.62K | 2 % | 71,348 |
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