BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- Latest filing
- Jul 14, 2026
Holdings in Q4 2023
Holdings as of Dec 31, 2023, filed May 2, 2024. Long positions only.
- Positions
- 39
- No filing for Q3 2023
- Portfolio value
- $92.1M
- No filing for Q3 2023
BCU Wealth Advisors, LLC did not file a 13F for Q3 2023, so these holdings cannot be compared with the previous quarter and changes are not shown.
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,255,736 | $36.7M | 39.8% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 382,639 | $9.77M | 10.6% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 134,654 | $6.33M | 6.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,834 | $6.13M | 6.7% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 106,665 | $4.52M | 4.9% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 69,435 | $3.20M | 3.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 122,706 | $3.06M | 3.3% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 52,523 | $1.50M | 1.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,772 | $1.44M | 1.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 42,532 | $1.41M | 1.5% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 31,457 | $1.30M | 1.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 24,085 | $1.25M | 1.4% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 53,592 | $1.22M | 1.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 11,502 | $1.08M | 1.2% | – | – | – |
| BAXBaxter International Inc | Stock | 23,670 | $915.1K | 1.0% | – | – | History |
| iShares Tr46434V860 | TRS FLT RT BD | 17,745 | $895.6K | 1.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,275 | $801.4K | 0.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,814 | $746.0K | 0.8% | – | – | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,477 | $739.4K | 0.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,210 | $651.5K | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 3,305 | $636.2K | 0.7% | – | – | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,992 | $606.5K | 0.7% | – | – | – |
| CVSCVS Health Corp | Stock | 7,572 | $597.9K | 0.6% | – | – | History |
| KOCoca Cola Co | Stock | 10,020 | $590.5K | 0.6% | – | – | History |
| iShares Tr464287721 | U.S. TECH ETF | 4,664 | $572.5K | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,929 | $545.4K | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,950 | $502.7K | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,961 | $500.9K | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,443 | $489.0K | 0.5% | – | – | History |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 18,287 | $440.9K | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,021 | $418.2K | 0.5% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,864 | $416.5K | 0.5% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,370 | $401.1K | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,872 | $365.9K | 0.4% | – | – | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,815 | $287.1K | 0.3% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,290 | $286.1K | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 2,079 | $265.3K | 0.3% | – | – | History |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,885 | $262.9K | 0.3% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,430 | $250.5K | 0.3% | – | – | – |