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Home > Institutional Investor > Bcu Wealth Advisors, Llc > 13F Holdings

Instuitional Investor - Bcu Wealth Advisors, Llc

13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Dimensional Etf Trust
 2,702,245 $96,848,445 43.49%
2.
Dimensional Etf Trust
 979,761 $30,460,753 13.68%
3.
Dimensional Etf Trust
 307,781 $14,776,586 6.64%
4.
Dimensional Etf Trust
 330,831 $9,819,065 4.41%
5.
Dimensional Etf Trust
 218,813 $9,247,042 4.15%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)