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BCU Wealth Advisors, LLC Portfolio
$309.3M across 64 positions as of 2026-09-30, with 86% 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 | $142M | 45.9% | 3,194,584 |
| DIMENSIONAL ETF TRUST | $45.1M | 14.6% | 1,199,623 |
| DFSDDimensional ETF Trust Dimensional Short-Duration Fixed Income ETF | $20M | 6.5% | 431,344 |
| DIMENSIONAL ETF TRUST | $14.5M | 4.7% | 364,723 |
| DFCFDimensional Core Fixed Income ETF | $12.4M | 4.0% | 308,184 |
| IVViShares Core S&P 500 ETF | $10.7M | 3.4% | 13,928 |
| IUSBiShares Core Total USD Bond Market ETF | $8.4M | 2.7% | 189,424 |
| DIMENSIONAL ETF TRUST | $5.4M | 1.8% | 138,902 |
| IVWiShares S&P 500 Growth ETF | $4.4M | 1.4% | 30,751 |
| DYNFiShares U.S. Equity Factor Rotation Active ETF | $4.2M | 1.3% | 59,971 |
| IVEiShares S&P 500 Value ETF | $3.5M | 1.1% | 15,228 |
| EFGiShares MSCI EAFE Growth ETF | $2M | 0.6% | 16,464 |
| IEMGiShares Core MSCI Emerging Markets ETF | $1.9M | 0.6% | 23,400 |
| GOVTiShares U.S. Treasury Bond ETF | $1.9M | 0.6% | 86,649 |
| BAIiShares A.I. Innovation and Tech Active ETF | $1.7M | 0.6% | 37,017 |
| BLACKROCK ETF TRUST | $1.7M | 0.5% | 34,325 |
| TLHiShares 10-20 Year Treasury Bond ETF | $1.5M | 0.5% | 16,546 |
| EFViShares MSCI EAFE Value ETF | $1.5M | 0.5% | 18,621 |
| BLACKROCK ETF TRUST | $1.4M | 0.5% | 47,750 |
| ABBVAbbVie Inc | $1.3M | 0.4% | 5,155 |
| THROiShares U.S. Thematic Rotation Active ETF | $1.2M | 0.4% | 26,899 |
| BLACKROCK ETF TRUST | $1.2M | 0.4% | 32,483 |
| MBBiShares MBS ETF | $1.1M | 0.4% | 12,631 |
| BLACKROCK ETF TRUST | $1M | 0.3% | 33,007 |
| MTUMiShares MSCI USA Momentum Factor ETF | $961.2K | 0.3% | 3,029 |
| QQQInvesco QQQ Trust, Series 1 | $802.9K | 0.3% | 1,085 |
| KOCoca-Cola Co | $749.2K | 0.2% | 8,704 |
| ACWXiShares MSCI ACWI ex U.S. ETF | $728.4K | 0.2% | 9,633 |
| GEGeneral Electric Co | $724.4K | 0.2% | 2,320 |
| XOMExxonmobil Holdings Corp | $707.3K | 0.2% | 4,346 |
| BLACKROCK ETF TRUST | $692.2K | 0.2% | 18,806 |
| BLACKROCK ETF TRUST II | $687.5K | 0.2% | 13,723 |
| NVDANVIDIA Corp | $669.6K | 0.2% | 2,932 |
| MGCVanguard Mega Cap ETF | $640.5K | 0.2% | 2,269 |
| CVSCVS Health Corp | $640.3K | 0.2% | 7,472 |
| VIGVanguard Div Appreciation ETF | $619.2K | 0.2% | 2,654 |
| VTIVanguard Total Stock Market ETF | $614.5K | 0.2% | 1,642 |
| ISHARES TR | $605K | 0.2% | 15,213 |
| GEVGE Vernova Inc | $556K | 0.2% | 585 |
| BAXBaxter International Inc | $487.5K | 0.2% | 20,314 |
| ABTAbbott Laboratories | $473.9K | 0.2% | 4,795 |
| QUALiShares MSCI USA Quality Factor ETF | $434.8K | 0.1% | 1,957 |
| IAUiShares Gold Trust Shares of the iShares Gold Trust | $430.5K | 0.1% | 5,512 |
| IWYiShares Russell Top 200 Growth ETF | $414K | 0.1% | 1,404 |
| PMPhilip Morris International Inc | $398.5K | 0.1% | 2,088 |
| BINCiShares Flexible Income Active ETF | $395.9K | 0.1% | 7,795 |
| DGROiShares Core Dividend Growth ETF | $391.8K | 0.1% | 5,197 |
| ESGUiShares ESG Aware MSCI USA ETF | $388.5K | 0.1% | 2,329 |
| GOOGAlphabet Inc | $368.3K | 0.1% | 1,081 |
| BNDVanguard Total Bond Market ETF | $362.6K | 0.1% | 5,169 |
| ETF SER SOLUTIONS | $359.8K | 0.1% | 5,623 |
| XLKState Street Technology Select Sector SPDR ETF | $352.9K | 0.1% | 1,803 |
| JNJJohnson & Johnson | $350.7K | 0.1% | 1,325 |
| AAPLApple Inc | $347.4K | 0.1% | 1,043 |
| SPHQInvesco S&P 500 Quality ETF | $338.5K | 0.1% | 4,025 |
| BXBlackstone Inc | $332.7K | 0.1% | 2,968 |
| INTCIntel Corp | $329.1K | 0.1% | 2,737 |
| AMZNAmazon.com Inc | $314.7K | 0.1% | 1,263 |
| MSFTMicrosoft Corp | $312.1K | 0.1% | 609 |
| JPMJPMorgan Chase & Co | $310.4K | 0.1% | 938 |
| WMTWalmart Inc | $307.2K | 0.1% | 2,956 |
| MUBiShares National Muni Bond ETF | $290.8K | 0.1% | 2,876 |
| EMEEMCOR Group Inc | $251.1K | 0.1% | 333 |
| ISHARES TR | $240.1K | 0.1% | 2,126 |
Quarter ending 2026-09-30.
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