BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2023 年第 4 季持倉
持倉截至 2023/12/31，2024/5/2 申報。只含多頭部位。
- 持股檔數
- 39
- 2023 年第 3 季沒有申報
- 總值
- $9,211 萬
- 2023 年第 3 季沒有申報
BCU Wealth Advisors, LLC 沒有申報 2023 年第 3 季的 13F，這一季的持倉沒辦法跟上一季比較，所以不顯示股數變化與動作。
| 證券 | 類別 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 | 紀錄 |
|---|---|---|---|---|---|---|---|
| Dimensional U.S. Core Equity 2 ETF25434V708 | ETF | 1,255,736 | $3,671 萬 | 39.8% | – | – | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 382,639 | $976.9 萬 | 10.6% | – | – | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 134,654 | $633.0 萬 | 6.9% | – | – | – |
| iShares Core S&P 500 ETF464287200 | ETF | 12,834 | $613.0 萬 | 6.7% | – | – | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 106,665 | $452.3 萬 | 4.9% | – | – | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 69,435 | $319.9 萬 | 3.5% | – | – | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 122,706 | $306.3 萬 | 3.3% | – | – | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 52,523 | $150.4 萬 | 1.6% | – | – | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 9,772 | $143.8 萬 | 1.6% | – | – | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 42,532 | $141.4 萬 | 1.5% | – | – | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 31,457 | $129.9 萬 | 1.4% | – | – | – |
| iShares Tr464288877 | EAFE VALUE ETF | 24,085 | $125.5 萬 | 1.4% | – | – | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 53,592 | $121.9 萬 | 1.3% | – | – | – |
| iShares Tr464288588 | MBS ETF | 11,502 | $108.2 萬 | 1.2% | – | – | – |
| BAXBaxter International Inc | Stock | 23,670 | $91.5 萬 | 1.0% | – | – | 歷史 |
| iShares Tr46434V860 | TRS FLT RT BD | 17,745 | $89.6 萬 | 1.0% | – | – | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 8,275 | $80.1 萬 | 0.9% | – | – | – |
| ABBVAbbVie Inc. | Stock | 4,814 | $74.6 萬 | 0.8% | – | – | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,477 | $73.9 萬 | 0.8% | – | – | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 6,210 | $65.2 萬 | 0.7% | – | – | – |
| AAPLApple Inc. | Stock | 3,305 | $63.6 萬 | 0.7% | – | – | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 11,992 | $60.7 萬 | 0.7% | – | – | – |
| CVSCVS Health Corp | Stock | 7,572 | $59.8 萬 | 0.6% | – | – | 歷史 |
| KOCoca Cola Co | Stock | 10,020 | $59.0 萬 | 0.6% | – | – | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 4,664 | $57.3 萬 | 0.6% | – | – | – |
| iShares Iboxx $ Investment Grade Corporate Bond ETF464287242 | ETF | 4,929 | $54.5 萬 | 0.6% | – | – | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,950 | $50.3 萬 | 0.5% | – | – | – |
| State Street SPDR Portfolio S&P 500 ETF78464A854 | ETF | 8,961 | $50.1 萬 | 0.5% | – | – | – |
| ABTAbbott Laboratories | Stock | 4,443 | $48.9 萬 | 0.5% | – | – | 歷史 |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 18,287 | $44.1 萬 | 0.5% | – | – | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,021 | $41.8 萬 | 0.5% | – | – | – |
| iShares S&P 100 ETF464287101 | ETF | 1,864 | $41.6 萬 | 0.5% | – | – | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,370 | $40.1 萬 | 0.4% | – | – | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 4,872 | $36.6 萬 | 0.4% | – | – | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,815 | $28.7 萬 | 0.3% | – | – | – |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,290 | $28.6 萬 | 0.3% | – | – | – |
| GEGeneral Electric Co | Stock | 2,079 | $26.5 萬 | 0.3% | – | – | 歷史 |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,885 | $26.3 萬 | 0.3% | – | – | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,430 | $25.1 萬 | 0.3% | – | – | – |