BCU Wealth Advisors, LLC
- SEC CIK
- 0002003570
- 最新申報
- 2026/7/14
2024 年第 4 季持倉
持倉截至 2024/12/31，2025/1/30 申報。只含多頭部位，變化是跟 2024 年第 3 季比股數。
- 持股檔數
- 54
- 較 2024 年第 3 季 +2
- 總值
- $1.75 億
- 較 2024 年第 3 季 +$728.3 萬 (+4.3%)
| 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 | 2,167,517 | $7,497 萬 | 42.8% | +25,317+1.2% | 加碼 | – |
| Dimensional ETF Trust25434V799 | INTL CORE EQUITY | 902,227 | $2,332 萬 | 13.3% | +275,383+43.9% | 加碼 | – |
| Dimensional ETF Trust25434V864 | SHOR DUR FIX ETF | 259,994 | $1,219 萬 | 7.0% | +42,311+19.4% | 加碼 | – |
| Dimensional ETF Trust25434V872 | CORE FIXE IN ETF | 185,075 | $763.8 萬 | 4.4% | +5,795+3.2% | 加碼 | – |
| Dimensional ETF Trust25434V732 | EMERGING MKTS CO | 284,258 | $744.5 萬 | 4.3% | +81,383+40.1% | 加碼 | – |
| iShares Tr46434V613 | CORE UNIVRSL USD | 133,516 | $603.5 萬 | 3.4% | −612−0.5% | 減碼 | – |
| iShares Core S&P 500 ETF464287200 | ETF | 9,590 | $564.6 萬 | 3.2% | +47+0.5% | 加碼 | – |
| Dimensional ETF Trust25434V856 | INFLATION PROTE | 89,401 | $362.0 萬 | 2.1% | +44,003+96.9% | 加碼 | – |
| Dimensional ETF Trust25434V823 | US REAL ESTA ETF | 109,249 | $254.2 萬 | 1.5% | +17,127+18.6% | 加碼 | – |
| iShares S&P 500 Growth ETF464287309 | ETF | 24,772 | $251.5 萬 | 1.4% | −1,133−4.4% | 減碼 | – |
| iShares MSCI USA Quality Factor ETF46432F339 | ETF | 12,888 | $229.5 萬 | 1.3% | +404+3.2% | 加碼 | – |
| BlackRock ETF Trust09290C103 | ISHARES US EQUIT | 43,214 | $221.5 萬 | 1.3% | −434−1.0% | 減碼 | – |
| iShares Tr464288877 | EAFE VALUE ETF | 36,833 | $193.3 萬 | 1.1% | +4,875+15.3% | 加碼 | – |
| iShares Tr464288885 | EAFE GRWTH ETF | 19,606 | $189.8 萬 | 1.1% | +3,569+22.3% | 加碼 | – |
| iShares Tr464288588 | MBS ETF | 18,681 | $171.3 萬 | 1.0% | +2,715+17.0% | 加碼 | – |
| iShares S&P 500 Value ETF464287408 | ETF | 6,727 | $128.4 萬 | 0.7% | +404+6.4% | 加碼 | – |
| iShares Flexible Income Active ETF092528603 | ETF | 21,255 | $110.6 萬 | 0.6% | +3,139+17.3% | 加碼 | – |
| Dimensional Ultrashort Fixed Income ETF25434V591 | ETF | 20,994 | $106.2 萬 | 0.6% | +20,994 | 新進 | – |
| iShares Inc46434G764 | MSCI EMRG CHN | 17,684 | $98.1 萬 | 0.6% | +2,154+13.9% | 加碼 | – |
| ABBVAbbVie Inc. | Stock | 4,941 | $87.8 萬 | 0.5% | +33+0.7% | 加碼 | 歷史 |
| iShares Tr464287721 | U.S. TECH ETF | 5,227 | $83.4 萬 | 0.5% | −335−6.0% | 減碼 | – |
| AAPLApple Inc. | Stock | 3,306 | $82.8 萬 | 0.5% | +3+0.1% | 加碼 | 歷史 |
| iShares Tr464287432 | 20 YR TR BD ETF | 7,729 | $67.5 萬 | 0.4% | +1,353+21.2% | 加碼 | – |
| iShares MSCI USA Momentum Factor ETF46432F396 | ETF | 2,996 | $62.0 萬 | 0.4% | +2,996 | 新進 | – |
| KOCoca Cola Co | Stock | 9,513 | $59.2 萬 | 0.3% | 00.0% | 不變 | 歷史 |
| Vanguard Dividend Appreciation ETF921908844 | ETF | 2,985 | $58.5 萬 | 0.3% | +17+0.6% | 加碼 | – |
| BAXBaxter International Inc | Stock | 20,037 | $58.4 萬 | 0.3% | +152+0.8% | 加碼 | 歷史 |
| Invesco QQQ Trust Series I46090E103 | ETF | 1,129 | $57.7 萬 | 0.3% | +3+0.3% | 加碼 | – |
| ABTAbbott Laboratories | Stock | 4,507 | $51.0 萬 | 0.3% | +16+0.4% | 加碼 | 歷史 |
| Vanguard World FD921910873 | MEGA CAP INDEX | 2,388 | $50.8 萬 | 0.3% | +4+0.2% | 加碼 | – |
| Dimensional ETF Trust25434V104 | US CORE EQT MKT | 11,773 | $47.7 萬 | 0.3% | −80,652−87.3% | 減碼 | – |
| CVSCVS Health Corp | Stock | 10,583 | $47.5 萬 | 0.3% | +60+0.6% | 加碼 | 歷史 |
| iShares Core MSCI Emerging Markets ETF46434G103 | ETF | 8,509 | $44.4 萬 | 0.3% | +567+7.1% | 加碼 | – |
| iShares Tr46435G425 | ESG AWR MSCI USA | 3,201 | $41.2 萬 | 0.2% | +42+1.3% | 加碼 | – |
| Dimensional ETF Trust25434V203 | INTL CORE EQT MK | 13,733 | $40.1 萬 | 0.2% | −101,452−88.1% | 減碼 | – |
| NVDANVIDIA Corp | Stock | 2,830 | $38.0 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| Invesco S&P 500 Quality ETF46137V241 | ETF | 5,340 | $35.8 萬 | 0.2% | +12+0.2% | 加碼 | – |
| Vanguard Morningstar Total Stock Market ETF922908769 | ETF | 1,222 | $35.4 萬 | 0.2% | +5+0.4% | 加碼 | – |
| GEGeneral Electric Co | Stock | 2,091 | $34.9 萬 | 0.2% | +4+0.2% | 加碼 | 歷史 |
| iShares Russell Top 200 Growth ETF464289438 | ETF | 1,437 | $33.8 萬 | 0.2% | +2+0.1% | 加碼 | – |
| ETF Ser Solutions26922A321 | DISTILLATE US | 5,865 | $32.2 萬 | 0.2% | +15+0.3% | 加碼 | – |
| iShares Core Dividend Growth ETF46434V621 | ETF | 4,975 | $30.5 萬 | 0.2% | +24+0.5% | 加碼 | – |
| IAUiShares Gold Trust | ETF | 5,850 | $29.0 萬 | 0.2% | +5,850 | 新進 | 歷史 |
| iShares Tr46435G102 | CONV BD ETF | 3,233 | $27.5 萬 | 0.2% | +755+30.5% | 加碼 | – |
| iShares Tr464288281 | JPMORGAN USD EMG | 3,083 | $27.4 萬 | 0.2% | +399+14.9% | 加碼 | – |
| AMZNAmazon Com Inc | Stock | 1,217 | $26.7 萬 | 0.2% | 00.0% | 不變 | 歷史 |
| PMPhilip Morris International Inc. | Stock | 2,041 | $24.6 萬 | 0.1% | +6+0.3% | 加碼 | 歷史 |
| MSFTMicrosoft Corp | Stock | 532 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| WMTWalmart Inc. | Stock | 2,480 | $22.4 萬 | 0.1% | 00.0% | 不變 | 歷史 |
| iShares Tr46435U713 | US INFRASTRUC | 4,529 | $21.0 萬 | 0.1% | −213−4.5% | 減碼 | – |
| iShares U.S. Treasury Bond ETF46429B267 | ETF | 9,111 | $20.9 萬 | 0.1% | +9,111 | 新進 | – |
| State Street Technology Select Sector SPDR ETF81369Y803 | ETF | 893 | $20.8 萬 | 0.1% | +2+0.2% | 加碼 | – |
| ORCLOracle Corp | Stock | 1,231 | $20.5 萬 | 0.1% | +1+0.1% | 加碼 | 歷史 |
| GOOGAlphabet Inc. | Stock | 1,060 | $20.2 萬 | 0.1% | +1,060 | 新進 | 歷史 |
2024 年第 3 季之後清倉（3 檔）
2024 年第 3 季季末還持有、這份申報已經沒有的部位。