Bcu Wealth Advisors, LLC Purchases in Q4 2024

Bcu Wealth Advisors, LLC

  • $175 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
DFIC
Dimensional ETF Tr Dimensional

ETFs
275K
+ 43.93%
$25.61 - $28.0 $7.05M - $7.71M
902K $23.3B
DFSD
Dimensional ETF Tr Short Durat

ETFs
42.3K
+ 19.44%
$46.75 - $47.8 $1.98M - $2.02M
260K $12.2B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
81.4K
+ 40.11%
$26.16 - $28.82 $2.13M - $2.35M
284K $7.44B
DFIP
Dimensional ETF Tr Inflation P

ETFs
44K
+ 96.93%
$40.31 - $42.43 $1.77M - $1.87M
89.4K $3.62B
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
25.3K
+ 1.18%
$33.92 - $36.6 $859K - $927K
2.17M $75B
Dimensional ETF Trust
21K
New
N/A
21K $1.06B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
3K
New
$201.32 - $217.44 $603K - $651K
3K $620M
IAU
Ishares Gold Trust

ETFs
5.85K
New
$48.37 - $52.65 $283K - $308K
5.85K $290M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
9.11K
New
$22.39 - $23.45 $204K - $214K
9.11K $209M
GOOG
Alphabet Inc.

Communication Services
1.06K
New
$163.08 - $198.16 $173K - $210K
1.06K $202M
DFAR
Dimensional ETF Tr Dimensional

ETFs
17.1K
+ 18.59%
$22.72 - $25.76 $389K - $441K
109K $2.54B
EFG
Msci Eafe Growth ETF

ETFs
3.57K
+ 22.25%
$96.83 - $106.88 $346K - $381K
19.6K $1.9B
IVV
Ishares Core S&P 500 ETF

ETFs
47
+ 0.49%
$570.51 - $610.59 $26.8K - $28.7K
9.59K $5.65B
Blackrock ETF Trust Ii
3.14K
+ 17.33%
N/A
21.3K $1.11B
EFV
Msci Eafe Value ETF

ETFs
4.88K
+ 15.25%
$51.78 - $57.15 $252K - $279K
36.8K $1.93B
ICVT
Ishares Tr Convertible Bond Et

ETFs
755
+ 30.47%
$83.09 - $89.28 $62.7K - $67.4K
3.23K $275M
AAPL
Apple Inc.

Technology
3
+ 0.09%
$221.69 - $259.02 $665 - $777
3.31K $828M
QUAL
Ishares Msci Usa Quality Facto

ETFs
404
+ 3.24%
$176.42 - $186.91 $71.3K - $75.5K
12.9K $2.3B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.35K
+ 21.22%
$87.1 - $98.49 $118K - $133K
7.73K $675M
IVE
Ishares S&P 500 Value ETF

ETFs
404
+ 6.39%
$189.5 - $206.17 $76.6K - $83.3K
6.73K $1.28B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
2.15K
+ 13.87%
$55.45 - $61.08 $119K - $132K
17.7K $981M
QQQ
Invesco Qqq Trust, Series 1

ETFs
3
+ 0.27%
$481.22 - $538.17 $1.44K - $1.61K
1.13K $577M
EMB
Ishares Tr

ETFs
399
+ 14.87%
$88.94 - $93.46 $35.5K - $37.3K
3.08K $274M
IWY
Ishares Tr Russell 200 Growth

ETFs
2
+ 0.14%
$216.72 - $244.71 $433 - $489
1.44K $338M
MGC
Vanguard Mega Cap ETF

ETFs
4
+ 0.17%
$204.21 - $220.18 $817 - $881
2.39K $508M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
42
+ 1.33%
$124.61 - $133.96 $5.23K - $5.63K
3.2K $412M
VTI
Vanguard Total Stock Market Et

ETFs
5
+ 0.41%
$280.04 - $302.45 $1.4K - $1.51K
1.22K $354M
XLK
Technology Sector Spdr

ETFs
2
+ 0.22%
$220.26 - $241.44 $441 - $483
893 $208M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
12
+ 0.23%
$65.67 - $69.79 $788 - $837
5.34K $358M
PM
Philip Morris International Inc.

Consumer Defensive
6
+ 0.29%
$118.38 - $133.06 $710 - $798
2.04K $246M
ABT
Abbott Laboratories

Healthcare
16
+ 0.36%
$111.93 - $119.39 $1.79K - $1.91K
4.51K $510M
VIG
Vanguard Dividend Appreciation

ETFs
17
+ 0.57%
N/A
2.99K $585M
ORCL
Oracle Corp

Technology
1
+ 0.08%
$165.41 - $192.43 $165 - $192
1.23K $205M
DGRO
Ishares Core Dividend Growth E

ETFs
24
+ 0.48%
$60.73 - $64.94 $1.46K - $1.56K
4.98K $305M
DSTL
ETF Ser Solution Distillate Us

ETFs
15
+ 0.26%
$54.74 - $58.88 $821 - $883
5.87K $322M
IEMG
Ishares Inc

ETFs
567
+ 7.14%
N/A
8.51K $444M
GE
General Electric CO

Industrials
4
+ 0.19%
$159.95 - $194.23 $640 - $777
2.09K $349M
ABBV
Abb Vie Inc.

Healthcare
33
+ 0.67%
$164.99 - $203.87 $5.44K - $6.73K
4.94K $878M
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
5.8K
+ 3.23%
$41.17 - $43.34 $239K - $251K
185K $7.64B
BAX
Baxter International Inc

Healthcare
152
+ 0.76%
$28.63 - $37.84 $4.35K - $5.75K
20K $584M
CVS
Cvs Health Corp

Healthcare
60
+ 0.57%
$43.78 - $67.46 $2.63K - $4.05K
10.6K $475M
Activity Summary
Buys All Purchases 42 New Holdings 5 Increased Positions 37 Sells All Sells 7 Reductions 7 Sold out 0 Options Calls 0 Puts 0
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