BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2024 年第 3 季持倉
持倉截至 2024/9/30，2024/11/7 申報。只含多頭部位，變化是跟 2024 年第 2 季比股數。
- 持股檔數
- 52
- 較 2024 年第 2 季 +5
- 總值
- $1.68 億
- 較 2024 年第 2 季 +$3,232 萬 (+23.9%)
| 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 | 2,142,200 | $7,346 萬 | 43.8% | +341,844+19.0% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 626,844 | $1,764 萬 | 10.5% | +89,785+16.7% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 217,683 | $1,039 萬 | 6.2% | +27,583+14.5% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 179,280 | $774.3 萬 | 4.6% | +24,056+15.5% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 134,128 | $632.0 萬 | 3.8% | +26,995+25.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 202,875 | $571.1 萬 | 3.4% | +31,695+18.5% | 加碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,543 | $550.5 萬 | 3.3% | −143−1.5% | 減碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 92,425 | $366.8 萬 | 2.2% | +16,570+21.8% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 115,185 | $366.1 萬 | 2.2% | +19,482+20.4% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 25,905 | $248.0 萬 | 1.5% | +634+2.5% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 92,122 | $236.2 萬 | 1.4% | +15,152+19.7% | 加碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,484 | $223.8 萬 | 1.3% | +1,434+13.0% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 43,648 | $215.9 萬 | 1.3% | +4,757+12.2% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 45,398 | $191.9 萬 | 1.1% | +4,468+10.9% | 加碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 31,958 | $183.9 萬 | 1.1% | +20,232+172.5% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 16,037 | $172.6 萬 | 1.0% | +393+2.5% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 15,966 | $153.0 萬 | 0.9% | +1,261+8.6% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,323 | $124.7 萬 | 0.7% | +644+11.3% | 加碼 | – |
| Dimensional Emerging Core Equity Market ETF25434V302 | ETF | 40,478 | $111.0 萬 | 0.7% | +7,298+22.0% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 18,116 | $97.0 萬 | 0.6% | +6,847+60.8% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,908 | $96.9 萬 | 0.6% | +29+0.6% | 加碼 | 歷史 |
| iShares Inc46434G764 | MSCI EMRG CHN | 15,530 | $94.9 萬 | 0.6% | +6,023+63.4% | 加碼 | – |
| iShares Tr464287721 | U.S. TECH ETF | 5,562 | $84.3 萬 | 0.5% | +223+4.2% | 加碼 | – |
| AAPLApple Inc. | Stock | 3,303 | $77.0 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| BAXBaxter International Inc | Stock | 19,885 | $75.5 萬 | 0.5% | +172+0.9% | 加碼 | 歷史 |
| KOCoca Cola Co | Stock | 9,513 | $68.4 萬 | 0.4% | 00.0% | 不變 | 歷史 |
| CVSCVS Health Corp | Stock | 10,523 | $66.2 萬 | 0.4% | +56+0.5% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 6,376 | $62.5 萬 | 0.4% | −970−13.2% | 減碼 | – |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,968 | $58.8 萬 | 0.4% | +9+0.3% | 加碼 | – |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,126 | $54.9 萬 | 0.3% | +102+10.0% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,491 | $51.2 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,384 | $49.3 萬 | 0.3% | +10+0.4% | 加碼 | – |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 7,942 | $45.6 萬 | 0.3% | −4,743−37.4% | 減碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,159 | $39.9 萬 | 0.2% | +8+0.3% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,087 | $39.4 萬 | 0.2% | +3+0.1% | 加碼 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,328 | $35.8 萬 | 0.2% | +11+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,217 | $34.5 萬 | 0.2% | +1,217 | 新進 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $34.4 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,850 | $33.2 萬 | 0.2% | +10+0.2% | 加碼 | – |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,435 | $31.6 萬 | 0.2% | +2+0.1% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,951 | $31.0 萬 | 0.2% | +25+0.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 2,684 | $25.1 萬 | 0.1% | +218+8.8% | 加碼 | – |
| PMPhilip Morris International Inc. | Stock | 2,035 | $24.7 萬 | 0.1% | +8+0.4% | 加碼 | 歷史 |
| iShares Tr46435G219 | INVT GRAD SY ETF | 5,182 | $24.1 萬 | 0.1% | −29−0.6% | 減碼 | – |
| MSFTMicrosoft Corp | Stock | 532 | $22.9 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| AMZNAmazon Com Inc | Stock | 1,217 | $22.7 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 4,742 | $22.3 萬 | 0.1% | +4,742 | 新進 | – |
| ORCLOracle Corp | Stock | 1,230 | $21.0 萬 | 0.1% | +1,230 | 新進 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 2,478 | $20.7 萬 | 0.1% | +2,478 | 新進 | – |
| JNJJohnson & Johnson | Stock | 1,243 | $20.1 萬 | 0.1% | +1,243 | 新進 | 歷史 |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 891 | $20.1 萬 | 0.1% | +1+0.1% | 加碼 | – |
| WMTWalmart Inc. | Stock | 2,480 | $20.0 萬 | 0.1% | +2,480 | 新進 | 歷史 |
2024 年第 2 季之後清倉（1 檔）
2024 年第 2 季季末還持有、這份申報已經沒有的部位。
| 證券 | 類別 | 2024 年第 2 季股數 | 2024 年第 2 季市值 | 2024 年第 2 季佔組合 % | 紀錄 |
|---|---|---|---|---|---|
| iShares Tr46434V803 | HDG MSCI EAFE | 8,508 | $30.3 萬 | 0.2% | – |