13F COMBINATION REPORT
BCU Wealth Advisors, LLC
Quarter ended Q4 2024 · Filed January 30, 2025 · Accession 0001667731-25-000174
Total Value
$175.0M
Positions
54
Other Managers
1
Confidential Omitted
No
Holdings (54)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,167,517 | $75.0M | 42.83% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 902,227 | $23.3M | 13.32% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 259,994 | $12.2M | 6.96% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 185,075 | $7.6M | 4.36% |
| 5 | DIMENSIONAL ETF TRUST | 25434V732 | 284,258 | $7.4M | 4.25% |
| 6 | ISHARES TR | 46434V613 | 133,516 | $6.0M | 3.45% |
| 7 | ISHARES TR | 464287200 | 9,590 | $5.6M | 3.23% |
| 8 | DIMENSIONAL ETF TRUST | 25434V856 | 89,401 | $3.6M | 2.07% |
| 9 | DIMENSIONAL ETF TRUST | 25434V823 | 109,249 | $2.5M | 1.45% |
| 10 | ISHARES TR | 464287309 | 24,772 | $2.5M | 1.44% |
| 11 | ISHARES TR | 46432F339 | 12,888 | $2.3M | 1.31% |
| 12 | BLACKROCK ETF TRUST | BLK | 43,214 | $2.2M | 1.27% |
| 13 | ISHARES TR | 464288877 | 36,833 | $1.9M | 1.10% |
| 14 | ISHARES TR | 464288885 | 19,606 | $1.9M | 1.08% |
| 15 | ISHARES TR | 464288588 | 18,681 | $1.7M | 0.98% |
| 16 | ISHARES TR | 464287408 | 6,727 | $1.3M | 0.73% |
| 17 | BLACKROCK ETF TRUST II | BLK | 21,255 | $1.1M | 0.63% |
| 18 | DIMENSIONAL ETF TRUST | 25434V591 | 20,994 | $1.1M | 0.61% |
| 19 | ISHARES INC | 46434G764 | 17,684 | $980,593 | 0.56% |
| 20 | ABBVIE INC | ABBV | 4,941 | $877,975 | 0.50% |
| 21 | ISHARES TR | 464287721 | 5,227 | $833,826 | 0.48% |
| 22 | APPLE INC | AAPL | 3,306 | $827,900 | 0.47% |
| 23 | ISHARES TR | 464287432 | 7,729 | $674,997 | 0.39% |
| 24 | ISHARES TR | 46432F396 | 2,996 | $620,023 | 0.35% |
| 25 | COCA COLA CO | KO | 9,513 | $592,255 | 0.34% |
| 26 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,985 | $584,607 | 0.33% |
| 27 | BAXTER INTL INC | 071813109 | 20,037 | $584,285 | 0.33% |
| 28 | INVESCO QQQ TR | IVZ | 1,129 | $576,955 | 0.33% |
| 29 | ABBOTT LABS | ABLZF | 4,507 | $509,754 | 0.29% |
| 30 | VANGUARD WORLD FD | 921910873 | 2,388 | $507,825 | 0.29% |
| 31 | DIMENSIONAL ETF TRUST | 25434V104 | 11,773 | $476,704 | 0.27% |
| 32 | CVS HEALTH CORP | CVS | 10,583 | $475,077 | 0.27% |
| 33 | ISHARES INC | 46434G103 | 8,509 | $444,324 | 0.25% |
| 34 | ISHARES TR | 46435G425 | 3,201 | $412,364 | 0.24% |
| 35 | DIMENSIONAL ETF TRUST | 25434V203 | 13,733 | $401,007 | 0.23% |
| 36 | NVIDIA CORPORATION | NVDA | 2,830 | $380,041 | 0.22% |
| 37 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,340 | $357,966 | 0.20% |
| 38 | VANGUARD INDEX FDS | 922908769 | 1,222 | $354,168 | 0.20% |
| 39 | GE AEROSPACE | 369604301 | 2,091 | $348,704 | 0.20% |
| 40 | ISHARES TR | 464289438 | 1,437 | $337,974 | 0.19% |
| 41 | ETF SER SOLUTIONS | 26922A321 | 5,865 | $322,147 | 0.18% |
| 42 | ISHARES TR | 46434V621 | 4,975 | $305,185 | 0.17% |
| 43 | ISHARES GOLD TR | IAU | 5,850 | $289,634 | 0.17% |
| 44 | ISHARES TR | 46435G102 | 3,233 | $274,740 | 0.16% |
| 45 | ISHARES TR | 464288281 | 3,083 | $274,499 | 0.16% |
| 46 | AMAZON COM INC | AMZN | 1,217 | $266,998 | 0.15% |
| 47 | PHILIP MORRIS INTL INC | 718172109 | 2,041 | $245,670 | 0.14% |
| 48 | MICROSOFT CORP | MSFT | 532 | $224,358 | 0.13% |
| 49 | WALMART INC | WMT | 2,480 | $224,032 | 0.13% |
| 50 | ISHARES TR | 46435U713 | 4,529 | $209,640 | 0.12% |
| 51 | ISHARES TR | 46429B267 | 9,111 | $209,365 | 0.12% |
| 52 | SELECT SECTOR SPDR TR | 81369Y803 | 893 | $207,590 | 0.12% |
| 53 | ORACLE CORP | ORCL-PD | 1,231 | $205,167 | 0.12% |
| 54 | ALPHABET INC | GOOG | 1,060 | $201,932 | 0.12% |