BCR Wealth Strategies, LLC
Q2 2025 13F Holdings
- Locationvestavia, AL
- Num holdings
27
- Value ($000)
$258
- Date Filed07/25/2025
- 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 Q2 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
AVUS AMERICAN CENTY ETF TR | US EQT ETF | 025072885 | $67.50K | 26 % | 669,524 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL US | 25434V559 | $38.37K | 15 % | 707,516 | ||
AVIG AMERICAN CENTY ETF TR | AVANTIS CORE FI | 025072562 | $25.91K | 10 % | 622,639 | ||
DFCF DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 25434V872 | $25.70K | 10 % | 608,210 | ||
AVDE AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $24.81K | 10 % | 335,263 | ||
VCRB VANGUARD MALVERN FDS | CORE BD ETF | 922020748 | $19.74K | 8 % | 254,508 | ||
DFEM DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 25434V732 | $16.71K | 7 % | 563,100 | ||
DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | 25434V542 | $14.91K | 6 % | 256,769 | ||
VNQ VANGUARD INDEX FDS | REAL ESTATE ETF | 922908553 | $11.04K | 4 % | 124,004 | ||
ICSH ISHARES TR | ULTRA SHORT DUR | 46434V878 | $3.71K | 1 % | 73,142 |
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