BCR Wealth Strategies, LLC

13F Portfolio Filings

Most recent 13F
Q4 2023
Location
Vestavia, AL
CIK
0001908380
All SEC filings
View on sec.gov
Holdings Value
Quarter Holdings Value ($000) Top Holdings Form Type Date Filed Filing ID
Q4 2023 19 139,480 AVUS, AVIG, DIMENSIONAL ETF TRUST, AVDE 13F-HR 1/26/2024 000180074524000005
Q3 2023 19 125,506 AVUS, AVIG, DIMENSIONAL ETF TRUST, AVDE 13F-HR 10/20/2023 000183823423000005
Q2 2023 19 129,285 AVUS, AVIG, DIMENSIONAL ETF TRUST, AVDE 13F-HR 7/14/2023 000179270423000005
Q1 2023 18 125,392 AVUS, AVIG, DIMENSIONAL ETF TRUST, AVDE 13F-HR 5/5/2023 000190838023000003
Q4 2022 17 115,922 AVUS, AVIG, DIMENSIONAL ETF TRUST, AVDE 13F-HR 1/30/2023 000190838023000001
Q3 2022 111 97,503 AVUS, AVIG, AVDE, DIMENSIONAL ETF TRUST 13F-HR 11/4/2022 000190838022000003
Q2 2022 116 96,766 AVUS, AVIG, AVDE, VNQ 13F-HR 7/22/2022 000183823422000004
Q1 2022 117 104,544 AVUS, AVIG, AVDE, VNQ 13F-HR 4/28/2022 000190838022000002
Q4 2021 122 105,688 AVUS, AVIG, AVDE, VNQ 13F-HR 2/11/2022 000190838022000001