Ticker | $ Bought |
---|---|
ishares tr | 1,611,990 |
blackrock etf trust | 1,185,460 |
ishares tr | 1,171,120 |
ishares tr | 987,723 |
microsoft corp | 594,243 |
blackstone inc | 583,362 |
ge vernova inc | 274,986 |
oracle corp | 270,101 |
Ticker | % Inc. |
---|---|
ishares inc | 239 |
ishares tr | 47.77 |
vanguard index fds | 32.65 |
ishares tr | 26.91 |
ishares tr | 20.84 |
walmart inc | 19.52 |
ishares tr | 19.12 |
ishares tr | 18.71 |
Ticker | % Reduced |
---|---|
ishares tr | -46.99 |
ishares tr | -18.44 |
ishares tr | -16.83 |
cvs health corp | -4.45 |
ishares tr | -4.03 |
baxter intl inc | -3.87 |
ishares tr | -2.64 |
ishares tr | -0.02 |
Ticker | $ Sold |
---|---|
ishares inc | -1,154,140 |
ishares tr | -815,493 |
ishares tr | -254,677 |
apple inc | -734,987 |
johnson & johnson | -208,162 |
BCU Wealth Advisors, LLC has about 96.4% of it's holdings in Others sector.
Sector | % |
---|---|
Others | 96.4 |
Healthcare | 1.3 |
BCU Wealth Advisors, LLC has about 3.4% of it's portfolio invested in the large-cap and mega-cap stocks.
Category | % |
---|---|
UNALLOCATED | 96.4 |
MEGA-CAP | 1.9 |
LARGE-CAP | 1.5 |
About 3.4% of the stocks held by BCU Wealth Advisors, LLC either belong to S&P 500 or RUSSELL 2000 index.
Index | % |
---|---|
Others | 96.4 |
S&P 500 | 3.4 |
This heatmap illustrates the top 50 positions within the fund's portfolio.
BCU Wealth Advisors, LLC has 56 stocks in it's portfolio. About 82.1% of the portfolio is in top 10 stocks. ABBV proved to be the most loss making stock for the portfolio. AMPS was the most profitable stock for BCU Wealth Advisors, LLC last quarter.
Last Reported on: 18 Jul, 2025Ticker | Namesorted descending | % Portfolio | Shares Held | $ Value | Type | % Change | Options | |
---|---|---|---|---|---|---|---|---|
DFAC | dimensional etf trust | 43.49 | 2,702,240 | 96,848,400 | added | 6.08 | ||
Historical Trend of DIMENSIONAL ETF TRUST Position Held By BCU Wealth Advisors, LLCWhat % of Portfolio is DFAC?:Number of DFAC shares held:Change in No. of Shares Held: | ||||||||
DFAC | dimensional etf trust | 13.68 | 979,761 | 30,460,800 | added | 4.46 | ||
DFAC | dimensional etf trust | 6.64 | 307,781 | 14,776,600 | added | 13.37 | ||
DFAC | dimensional etf trust | 4.41 | 330,831 | 9,819,060 | added | 5.34 | ||
DFAC | dimensional etf trust | 4.15 | 218,813 | 9,247,040 | added | 14.14 | ||
ACWF | ishares tr | 3.17 | 152,616 | 7,055,450 | reduced | -2.64 | ||
DFAC | dimensional etf trust | 1.82 | 96,949 | 4,053,420 | added | 16.67 | ||
IJR | ishares tr | 1.67 | 5,997 | 3,723,750 | reduced | -46.99 | ||
IJR | ishares tr | 1.60 | 32,440 | 3,571,670 | added | 10.09 | ||
IBCE | ishares tr | 1.49 | 18,175 | 3,322,820 | added | 19.12 | ||
DFAC | dimensional etf trust | 1.45 | 137,900 | 3,235,130 | added | 13.31 | ||
BECO | blackrock etf trust | 1.38 | 56,406 | 3,071,880 | added | 10.6 | ||
AAXJ | ishares tr | 1.36 | 47,651 | 3,024,900 | added | 18.71 | ||
IJR | ishares tr | 1.04 | 11,879 | 2,321,450 | added | 47.77 | ||
AAXJ | ishares tr | 0.94 | 18,615 | 2,084,940 | reduced | -18.44 | ||
EMGF | ishares inc | 0.92 | 33,959 | 2,038,540 | added | 239 | ||
AAXJ | ishares tr | 0.91 | 21,503 | 2,018,920 | reduced | -0.02 | ||
AAXJ | ishares tr | 0.72 | 15,866 | 1,611,990 | new | |||
HYMU | blackrock etf trust ii | 0.59 | 25,007 | 1,321,390 | added | 4.33 | ||
BECO | blackrock etf trust | 0.53 | 33,318 | 1,185,460 | new | |||