BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- Latest filing
- Jul 14, 2026
Holdings in Q4 2024
Holdings as of Dec 31, 2024, filed Jan 30, 2025. Long positions only; changes compare share counts with Q3 2024.
- Positions
- 54
- +2 vs. Q3 2024
- Portfolio value
- $175.0M
- +$7.28M (+4.3%) vs. Q3 2024
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 2,167,517 | $75.0M | 42.8% | +25,317+1.2% | Added | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 902,227 | $23.3M | 13.3% | +275,383+43.9% | Added | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 259,994 | $12.2M | 7.0% | +42,311+19.4% | Added | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 185,075 | $7.64M | 4.4% | +5,795+3.2% | Added | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 284,258 | $7.44M | 4.3% | +81,383+40.1% | Added | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 133,516 | $6.03M | 3.4% | −612−0.5% | Reduced | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,590 | $5.65M | 3.2% | +47+0.5% | Added | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 89,401 | $3.62M | 2.1% | +44,003+96.9% | Added | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 109,249 | $2.54M | 1.5% | +17,127+18.6% | Added | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,772 | $2.52M | 1.4% | −1,133−4.4% | Reduced | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,888 | $2.30M | 1.3% | +404+3.2% | Added | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 43,214 | $2.21M | 1.3% | −434−1.0% | Reduced | – |
| iShares Tr464288877 | EAFE VALUE ETF | 36,833 | $1.93M | 1.1% | +4,875+15.3% | Added | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,606 | $1.90M | 1.1% | +3,569+22.3% | Added | – |
| iShares Tr464288588 | MBS ETF | 18,681 | $1.71M | 1.0% | +2,715+17.0% | Added | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,727 | $1.28M | 0.7% | +404+6.4% | Added | – |
| iShares Flexible Income Active ETF092528603 | ETF | 21,255 | $1.11M | 0.6% | +3,139+17.3% | Added | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 20,994 | $1.06M | 0.6% | +20,994 | New | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 17,684 | $980.6K | 0.6% | +2,154+13.9% | Added | – |
| ABBVAbbVie Inc. | Stock | 4,941 | $878.0K | 0.5% | +33+0.7% | Added | History |
| iShares Tr464287721 | U.S. TECH ETF | 5,227 | $833.8K | 0.5% | −335−6.0% | Reduced | – |
| AAPLApple Inc. | Stock | 3,306 | $827.9K | 0.5% | +3+0.1% | Added | History |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,729 | $675.0K | 0.4% | +1,353+21.2% | Added | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,996 | $620.0K | 0.4% | +2,996 | New | – |
| KOCoca Cola Co | Stock | 9,513 | $592.3K | 0.3% | 00.0% | Unchanged | History |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,985 | $584.6K | 0.3% | +17+0.6% | Added | – |
| BAXBaxter International Inc | Stock | 20,037 | $584.3K | 0.3% | +152+0.8% | Added | History |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,129 | $577.0K | 0.3% | +3+0.3% | Added | – |
| ABTAbbott Laboratories | Stock | 4,507 | $509.8K | 0.3% | +16+0.4% | Added | History |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,388 | $507.8K | 0.3% | +4+0.2% | Added | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 11,773 | $476.7K | 0.3% | −80,652−87.3% | Reduced | – |
| CVSCVS Health Corp | Stock | 10,583 | $475.1K | 0.3% | +60+0.6% | Added | History |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,509 | $444.3K | 0.3% | +567+7.1% | Added | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,201 | $412.4K | 0.2% | +42+1.3% | Added | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 13,733 | $401.0K | 0.2% | −101,452−88.1% | Reduced | – |
| NVDANVIDIA Corp | Stock | 2,830 | $380.0K | 0.2% | 00.0% | Unchanged | History |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,340 | $358.0K | 0.2% | +12+0.2% | Added | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,222 | $354.2K | 0.2% | +5+0.4% | Added | – |
| GEGeneral Electric Co | Stock | 2,091 | $348.7K | 0.2% | +4+0.2% | Added | History |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,437 | $338.0K | 0.2% | +2+0.1% | Added | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,865 | $322.1K | 0.2% | +15+0.3% | Added | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,975 | $305.2K | 0.2% | +24+0.5% | Added | – |
| IAUiShares Gold Trust | ETF | 5,850 | $289.6K | 0.2% | +5,850 | New | History |
| iShares Tr46435G102 | CONV BD ETF | 3,233 | $274.7K | 0.2% | +755+30.5% | Added | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,083 | $274.5K | 0.2% | +399+14.9% | Added | – |
| AMZNAmazon Com Inc | Stock | 1,217 | $267.0K | 0.2% | 00.0% | Unchanged | History |
| PMPhilip Morris International Inc. | Stock | 2,041 | $245.7K | 0.1% | +6+0.3% | Added | History |
| MSFTMicrosoft Corp | Stock | 532 | $224.4K | 0.1% | 00.0% | Unchanged | History |
| WMTWalmart Inc. | Stock | 2,480 | $224.0K | 0.1% | 00.0% | Unchanged | History |
| iShares Tr46435U713 | US INFRASTRUC | 4,529 | $209.6K | 0.1% | −213−4.5% | Reduced | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 9,111 | $209.4K | 0.1% | +9,111 | New | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 893 | $207.6K | 0.1% | +2+0.2% | Added | – |
| ORCLOracle Corp | Stock | 1,231 | $205.2K | 0.1% | +1+0.1% | Added | History |
| GOOGAlphabet Inc. | Stock | 1,060 | $201.9K | 0.1% | +1,060 | New | History |
Sold out since Q3 2024 (3)
Positions held at the end of Q3 2024 that are gone from this filing.
| Security | Class | Shares in Q3 2024 | Value in Q3 2024 | % of portfolio in Q3 2024 | History |
|---|---|---|---|---|---|
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 40,478 | $1.11M | 0.7% | – |
| iShares Tr46435G219 | INVT GRAD SY ETF | 5,182 | $240.8K | 0.1% | – |
| JNJJohnson & Johnson | Stock | 1,243 | $201.4K | 0.1% | History |