Bcu Wealth Advisors, LLC Incresed Positions in Q1 2025

Bcu Wealth Advisors, LLC

  • $192 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DFAC
Dimensional ETF Tr U S Core Eq

ETFs
380K
+ 17.52%
$32.42 - $36.13 $12.3M - $13.7M
2.55M $84B
DFIC
Dimensional ETF Tr Dimensional

ETFs
35.7K
+ 3.96%
$25.54 - $28.79 $912K - $1.03M
938K $26B
IUSB
Ishares Core Total Usd Bond Ma

ETFs
23.2K
+ 17.41%
$44.72 - $46.25 $1.04M - $1.07M
157K $7.22B
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
29.8K
+ 10.48%
$25.35 - $27.46 $755K - $818K
314K $8.31B
DFSD
Dimensional ETF Tr Short Durat

ETFs
11.5K
+ 4.42%
$46.74 - $47.55 $537K - $546K
271K $12.9B
IVV
Ishares Core S&P 500 ETF

ETFs
1.72K
+ 17.96%
$554.06 - $615.85 $954K - $1.06M
11.3K $6.36B
EFV
Msci Eafe Value ETF

ETFs
3.31K
+ 8.98%
$51.88 - $60.73 $172K - $201K
40.1K $2.37B
DFCF
Dimensional ETF Tr Core Fxd In

ETFs
6.63K
+ 3.58%
$40.79 - $42.32 $271K - $281K
192K $8.06B
EFG
Msci Eafe Growth ETF

ETFs
3.22K
+ 16.41%
$96.1 - $106.37 $309K - $342K
22.8K $2.28B
DFAR
Dimensional ETF Tr Dimensional

ETFs
12.4K
+ 11.39%
$22.35 - $24.52 $278K - $305K
122K $2.89B
MBB
Ishares Tr

ETFs
2.83K
+ 15.13%
$90.37 - $94.08 $255K - $266K
21.5K $2.02B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
7.78K
+ 18.01%
$48.06 - $53.73 $374K - $418K
51K $2.49B
IVE
Ishares S&P 500 Value ETF

ETFs
1.31K
+ 19.5%
$185.78 - $198.58 $244K - $261K
8.04K $1.53B
IVW
Ishares S&P 500 Growth ETF

ETFs
4.69K
+ 18.95%
$92.45 - $106.69 $434K - $501K
29.5K $2.74B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.27K
+ 18.47%
$54.25 - $57.64 $177K - $188K
21K $1.15B
ABBV
Abb Vie Inc.

Healthcare
31
+ 0.63%
$169.2 - $216.66 $5.25K - $6.72K
4.97K $1.04B
BAX
Baxter International Inc

Healthcare
1.68K
+ 8.4%
$29.26 - $36.57 $49.2K - $61.5K
21.7K $743M
Blackrock ETF Trust Ii
2.71K
+ 12.76%
N/A
24K $1.26B
TLT
Ishares Barclays 20+ Year Trea

ETFs
1.23K
+ 15.91%
$85.29 - $92.57 $105K - $114K
8.96K $815M
IEMG
Ishares Inc

ETFs
1.49K
+ 17.55%
N/A
10K $540M
ABT
Abbott Laboratories

Healthcare
14
+ 0.31%
$111.1 - $140.22 $1.56K - $1.96K
4.52K $600M
PM
Philip Morris International Inc.

Consumer Defensive
7
+ 0.34%
$117.15 - $158.79 $820 - $1.11K
2.05K $325M
GE
General Electric CO

Industrials
3
+ 0.14%
$168.59 - $212.13 $506 - $636
2.09K $419M
EMB
Ishares Tr

ETFs
488
+ 15.83%
$88.64 - $92.03 $43.3K - $44.9K
3.57K $324M
IFRA
Ishares Tr

ETFs
1.12K
+ 24.77%
$44.8 - $49.25 $50.3K - $55.3K
5.65K $255M
IYW
Ishares Dj Us Tech ETF

ETFs
1K
+ 19.15%
$140.44 - $166.79 $141K - $167K
6.23K $875M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
694
+ 7.62%
$22.25 - $23.0 $15.4K - $16K
9.81K $225M
ICVT
Ishares Tr Convertible Bond Et

ETFs
119
+ 3.68%
$83.18 - $89.27 $9.9K - $10.6K
3.35K $280M
DGRO
Ishares Core Dividend Growth E

ETFs
20
+ 0.4%
$60.46 - $64.42 $1.21K - $1.29K
5K $309M
SPHQ
Invesco Exchange Traded Fd Tr

ETFs
13
+ 0.24%
$65.27 - $71.18 $849 - $925
5.35K $355M
DSTL
ETF Ser Solution Distillate Us

ETFs
14
+ 0.24%
$53.28 - $57.28 $746 - $802
5.88K $319M
VIG
Vanguard Dividend Appreciation

ETFs
10
+ 0.34%
N/A
3K $581M
WMT
Walmart Inc.

Consumer Defensive
4
+ 0.16%
$84.5 - $105.05 $338 - $420
2.48K $218M
VTI
Vanguard Total Stock Market Et

ETFs
3
+ 0.25%
$271.18 - $303.12 $814 - $909
1.23K $337M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
10
+ 0.31%
$120.24 - $134.3 $1.2K - $1.34K
3.21K $391M
MGC
Vanguard Mega Cap ETF

ETFs
5
+ 0.21%
$199.2 - $222.69 $996 - $1.11K
2.39K $482M
IWY
Ishares Tr Russell 200 Growth

ETFs
1
+ 0.07%
$210.19 - $243.33 $210 - $243
1.44K $303M
AAPL
Apple Inc.

Technology
3
+ 0.09%
$209.68 - $247.1 $629 - $741
3.31K $735M
Activity Summary
Buys All Purchases 42 New Holdings 3 Increased Positions 39 Sells All Sells 5 Reductions 5 Sold out 0 Options Calls 0 Puts 0
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