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BCO Wealth Management LLC Portfolio
$185.5M across 42 positions as of 2026-09-30, with 91% of it in the ten largest. 4 quarters on file.
Largest first
Share is of this manager's reported book. A holding with no symbol is one this site does not track as a company; the filing's own name for it is shown instead.
| Holding | Value | Share | Shares |
|---|---|---|---|
| DFACDimensional ETF Trust Dimensional U.S. Core Equity 2 ETF | $40M | 21.6% | 900,737 |
| DCORDimensional US Core Equity 1 ETF | $34.5M | 18.6% | 417,412 |
| DFCFDimensional Core Fixed Income ETF | $22.4M | 12.1% | 557,596 |
| DIMENSIONAL ETF TRUST | $20.7M | 11.1% | 549,555 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $17.4M | 9.4% | 373,603 |
| DIMENSIONAL ETF TRUST | $10.8M | 5.8% | 270,862 |
| MUBiShares National Muni Bond ETF | $8.6M | 4.6% | 84,853 |
| DIMENSIONAL ETF TRUST | $5.9M | 3.2% | 128,922 |
| SUBiShares Short-Term National Muni Bond ETF | $4.6M | 2.5% | 43,896 |
| BNDVanguard Total Bond Market ETF | $3.4M | 1.8% | 48,261 |
| DFAXDimensional World ex U.S. Core Equity 2 ETF | $2.8M | 1.5% | 76,497 |
| DIMENSIONAL ETF TRUST | $2.4M | 1.3% | 28,915 |
| DIMENSIONAL ETF TRUST | $796K | 0.4% | 10,281 |
| BRK.ABerkshire Hathaway Inc | $747K | 0.4% | 1 |
| IVViShares Core S&P 500 ETF | $716.1K | 0.4% | 935 |
| IXCiShares Global Energy ETF | $649.4K | 0.4% | 11,399 |
| MGKVanguard Mega Cap Growth ETF | $613.6K | 0.3% | 6,623 |
| NVDANVIDIA Corp | $600.2K | 0.3% | 2,628 |
| SEI EXCHANGE TRADED FUNDS | $523K | 0.3% | 21,598 |
| COPConocoPhillips | $522.1K | 0.3% | 4,172 |
| BRK.BBerkshire Hathaway Inc | $507.4K | 0.3% | 1,019 |
| IRMIron Mountain Inc | $474.3K | 0.3% | 4,275 |
| EXRExtra Space Storage Inc | $452K | 0.2% | 3,437 |
| VOOVanguard S&P 500 ETF | $402.3K | 0.2% | 574 |
| DFATDimensional U.S. Targeted Value ETF | $398.5K | 0.2% | 5,998 |
| CBRECBRE Group Inc | $379.1K | 0.2% | 2,951 |
| DFLVDimensional ETF Trust Dimensional US Large Cap Value ETF | $368.8K | 0.2% | 9,180 |
| MGVVanguard Mega Cap Value ETF | $335.2K | 0.2% | 2,081 |
| SOXXiShares Semiconductor ETF | $334.4K | 0.2% | 588 |
| AAPLApple Inc | $332.4K | 0.2% | 998 |
| AMZNAmazon.com Inc | $314.7K | 0.2% | 1,263 |
| UMH PPTYS INC | $307.3K | 0.2% | 19,954 |
| CATCaterpillar Inc | $300K | 0.2% | 370 |
| XLREReal Estate Select Sector SPDR Fund | $291.1K | 0.2% | 7,115 |
| SELECT WATER SOLUTIONS INC | $282.2K | 0.2% | 14,259 |
| VSSVanguard FTSE All-Wld ex-US SmCp Idx ETF | $275.4K | 0.1% | 1,774 |
| EPRTEssential Properties Realty Trust Inc | $249.1K | 0.1% | 9,650 |
| IJRiShares Core S&P Small-Cap ETF | $229.4K | 0.1% | 1,686 |
| STAGSTAG Industrial Inc | $222K | 0.1% | 6,200 |
| APLEApple Hospitality REIT Inc | $221.6K | 0.1% | 13,710 |
| AGNCAGNC Investment Corp | $119.9K | 0.1% | 13,214 |
| MEDICAL PROPERTIES TRUST INC | $90.3K | 0.0% | 26,100 |
Quarter ending 2026-09-30.
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