BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2024 年第 2 季持倉
持倉截至 2024/6/30，2024/8/1 申報。只含多頭部位，變化是跟 2024 年第 1 季比股數。
- 持股檔數
- 47
- 較 2024 年第 1 季 +2
- 總值
- $1.35 億
- 較 2024 年第 1 季 +$1,767 萬 (+15.0%)
| 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 | 1,800,356 | $5,804 萬 | 42.9% | +242,341+15.6% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 537,059 | $1,412 萬 | 10.4% | +77,282+16.8% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 190,100 | $893.5 萬 | 6.6% | +27,146+16.7% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 155,224 | $644.8 萬 | 4.8% | +24,155+18.4% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,686 | $530.0 萬 | 3.9% | −594−5.8% | 減碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 107,133 | $484.5 萬 | 3.6% | +6,395+6.3% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 171,180 | $457.6 萬 | 3.4% | +22,088+14.8% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 75,855 | $284.4 萬 | 2.1% | +12,281+19.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 95,703 | $284.0 萬 | 2.1% | +17,047+21.7% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,271 | $233.9 萬 | 1.7% | +11,078+78.1% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 11,050 | $188.7 萬 | 1.4% | +845+8.3% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 38,891 | $182.6 萬 | 1.3% | +2,921+8.1% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 76,970 | $170.1 萬 | 1.3% | +10,185+15.3% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 40,930 | $167.1 萬 | 1.2% | +5,795+16.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 15,644 | $160.0 萬 | 1.2% | +6,761+76.1% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 14,705 | $135.0 萬 | 1.0% | +1,412+10.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 5,679 | $103.4 萬 | 0.8% | +537+10.4% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 33,180 | $85.8 萬 | 0.6% | +5,484+19.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,879 | $83.7 萬 | 0.6% | +34+0.7% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 5,339 | $80.4 萬 | 0.6% | +269+5.3% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,300 | $69.5 萬 | 0.5% | −327−9.0% | 減碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 12,685 | $67.9 萬 | 0.5% | +8,067+174.7% | 加碼 | – |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,346 | $67.4 萬 | 0.5% | +874+13.5% | 加碼 | – |
| BAXBaxter International Inc | Stock | 19,713 | $65.9 萬 | 0.5% | −105−0.5% | 減碼 | 歷史 |
| iShares Tr464288877 | EAFE VALUE ETF | 11,726 | $62.2 萬 | 0.5% | −5,468−31.8% | 減碼 | – |
| CVSCVS Health Corp | Stock | 10,467 | $61.8 萬 | 0.5% | +61+0.6% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,513 | $60.5 萬 | 0.4% | −507−5.1% | 減碼 | 歷史 |
| iShares Flexible Income Active ETF092528603 | ETF | 11,269 | $58.8 萬 | 0.4% | +1,336+13.5% | 加碼 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 9,507 | $56.3 萬 | 0.4% | +1,127+13.4% | 加碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,959 | $54.0 萬 | 0.4% | 00.0% | 不變 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,024 | $49.1 萬 | 0.4% | +1+0.1% | 加碼 | – |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,374 | $46.8 萬 | 0.3% | 00.0% | 不變 | – |
| ABTAbbott Laboratories | Stock | 4,475 | $46.5 萬 | 0.3% | +17+0.4% | 加碼 | 歷史 |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,151 | $37.6 萬 | 0.3% | +35+1.1% | 加碼 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $35.0 萬 | 0.3% | 00.0% | 不變依 10 比 1 拆股換算 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,317 | $33.8 萬 | 0.2% | +12+0.2% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,084 | $33.1 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,433 | $30.7 萬 | 0.2% | +1+0.1% | 加碼 | – |
| iShares Tr46434V803 | HDG MSCI EAFE | 8,508 | $30.3 萬 | 0.2% | −5,144−37.7% | 減碼 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,840 | $30.0 萬 | 0.2% | +14+0.2% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,926 | $28.4 萬 | 0.2% | +20+0.4% | 加碼 | – |
| MSFTMicrosoft Corp | Stock | 532 | $23.8 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,217 | $23.5 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 5,211 | $23.1 萬 | 0.2% | +5,211 | 新進 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,466 | $21.8 萬 | 0.2% | −554−18.3% | 減碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,027 | $20.5 萬 | 0.2% | +2,027 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 890 | $20.1 萬 | 0.1% | +890 | 新進 | – |
2024 年第 1 季之後清倉（1 檔）
2024 年第 1 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 1 季股數 | 2024 年第 1 季市值 | 2024 年第 1 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr464287341 | GLOBAL ENERG ETF | 5,472 | $23.5 萬 | 0.2% | – |