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Name: |
BCR Wealth Strategies LLC |
City: |
VESTAVIA |
State: |
AL |
Zip: |
35173 |
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data |
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Holdings
Found :
10 |
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Increased Positions |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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AVIG |
Avantis Core Fixed Income Etf |
2 |
- |
$0.00 |
$20,735,000 |
502,663 |
14.04% |
-166,000 |
2,992 |
3.906 |
N/A |
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DFCF |
Dfa Dimensional Core Fixed ... |
3 |
- |
$0.00 |
$20,496,000 |
488,569 |
13.87% |
-187,000 |
747 |
0.543 |
N/A |
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AVDE |
Avantis International Equit... |
4 |
- |
$65.16 |
$18,893,000 |
296,406 |
12.79% |
1,184,000 |
3,345 |
0.329 |
N/A |
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DFEM |
Dfa Dimensional Emerging Ma... |
5 |
- |
$0.00 |
$10,714,000 |
420,299 |
7.25% |
524,000 |
12,039 |
0.406 |
N/A |
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VNQ |
Vanguard REIT Index VIPERs |
6 |
- |
$83.24 |
$8,622,000 |
99,695 |
5.84% |
-33,000 |
1,737 |
0.028 |
Closed - End Fund - E... |
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ICSH |
Ishares Ultra Short Term Bo... |
7 |
- |
$0.00 |
$3,124,000 |
61,785 |
2.11% |
1,136,000 |
22,305 |
0.007 |
N/A |
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SO |
Southern Co |
14 |
- |
$80.14 |
$468,000 |
6,518 |
0.32% |
12,000 |
13 |
0.001 |
Electric Utilities |
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EMR |
Emerson Electric Co |
15 |
- |
$112.16 |
$399,000 |
3,511 |
0.27% |
59,000 |
17 |
0.001 |
Industrial Electrical... |
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VT |
Vanguard Total World Stock ... |
18 |
- |
$111.44 |
$264,000 |
2,385 |
0.18% |
24,000 |
46 |
0.001 |
Closed - End Fund - E... |
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AAPL |
Apple Inc |
19 |
- |
$192.25 |
$264,000 |
1,537 |
0.18% |
-25,000 |
33 |
0 |
Personal Computers |
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