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| Name: |
BCR Wealth Strategies LLC |
| City: |
VESTAVIA |
| State: |
AL |
| Zip: |
35173 |
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data |
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Filing Period: |
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| Holdings
Found :
4 |
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Unchanged Positions |
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Page 1 of 1 |
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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 |
|
SPY |
Standard & Poors Depository... |
8 |
- |
$529.45 |
$2,504,000 |
4,786 |
1.7% |
230,000 |
0 |
0 |
Closed - End Fund - E... |
|
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DFAT |
Dimensional U S Targeted Va... |
13 |
- |
$54.33 |
$704,000 |
12,917 |
0.48% |
29,000 |
0 |
0.001 |
N/A |
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DE |
Deere & Co |
16 |
- |
$397.02 |
$385,000 |
937 |
0.26% |
11,000 |
0 |
0 |
Farm & Construction M... |
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AVUV |
Avantis Us Small Cap Value Etf |
17 |
- |
$93.45 |
$356,000 |
3,791 |
0.24% |
16,000 |
0 |
0.004 |
N/A |
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