13F COMBINATION REPORT
BCU Wealth Advisors, LLC
Quarter ended Q1 2025 · Filed April 17, 2025 · Accession 0001667731-25-000449
Total Value
$192.2M
Positions
50
Other Managers
1
Confidential Omitted
No
Holdings (50)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | DIMENSIONAL ETF TRUST | 25434V708 | 2,547,252 | $84.0M | 43.71% |
| 2 | DIMENSIONAL ETF TRUST | 25434V799 | 937,941 | $26.0M | 13.55% |
| 3 | DIMENSIONAL ETF TRUST | 25434V864 | 271,479 | $12.9M | 6.71% |
| 4 | DIMENSIONAL ETF TRUST | 25434V732 | 314,051 | $8.3M | 4.32% |
| 5 | DIMENSIONAL ETF TRUST | 25434V872 | 191,707 | $8.1M | 4.19% |
| 6 | ISHARES TR | 46434V613 | 156,759 | $7.2M | 3.76% |
| 7 | ISHARES TR | 464287200 | 11,312 | $6.4M | 3.31% |
| 8 | DIMENSIONAL ETF TRUST | 25434V856 | 83,097 | $3.5M | 1.82% |
| 9 | DIMENSIONAL ETF TRUST | 25434V823 | 121,697 | $2.9M | 1.50% |
| 10 | ISHARES TR | 464287309 | 29,466 | $2.7M | 1.42% |
| 11 | ISHARES TR | 46432F339 | 15,258 | $2.6M | 1.36% |
| 12 | BLACKROCK ETF TRUST | BLK | 50,998 | $2.5M | 1.29% |
| 13 | ISHARES TR | 464288877 | 40,140 | $2.4M | 1.23% |
| 14 | ISHARES TR | 464288885 | 22,823 | $2.3M | 1.19% |
| 15 | ISHARES TR | 464288588 | 21,507 | $2.0M | 1.05% |
| 16 | ISHARES TR | 464287408 | 8,039 | $1.5M | 0.80% |
| 17 | BLACKROCK ETF TRUST II | BLK | 23,968 | $1.3M | 0.65% |
| 18 | ISHARES INC | 46434G764 | 20,950 | $1.2M | 0.60% |
| 19 | ABBVIE INC | ABBV | 4,972 | $1.0M | 0.54% |
| 20 | ISHARES TR | 464287721 | 6,228 | $874,674 | 0.45% |
| 21 | ISHARES TR | 464287432 | 8,959 | $815,493 | 0.42% |
| 22 | BAXTER INTL INC | 071813109 | 21,720 | $743,478 | 0.39% |
| 23 | APPLE INC | AAPL | 3,309 | $734,987 | 0.38% |
| 24 | CVS HEALTH CORP | CVS | 10,145 | $687,324 | 0.36% |
| 25 | COCA COLA CO | KO | 9,046 | $647,847 | 0.34% |
| 26 | ABBOTT LABS | ABLZF | 4,521 | $599,739 | 0.31% |
| 27 | VANGUARD SPECIALIZED FUNDS | 921908844 | 2,995 | $581,008 | 0.30% |
| 28 | ISHARES INC | 46434G103 | 10,002 | $539,831 | 0.28% |
| 29 | INVESCO QQQ TR | IVZ | 1,129 | $529,205 | 0.28% |
| 30 | EXXON MOBIL CORP | XOM | 4,330 | $514,967 | 0.27% |
| 31 | VANGUARD WORLD FD | 921910873 | 2,393 | $481,820 | 0.25% |
| 32 | ISHARES TR | 46432F396 | 2,230 | $450,781 | 0.23% |
| 33 | GE AEROSPACE | 369604301 | 2,094 | $419,052 | 0.22% |
| 34 | ISHARES TR | 46435G425 | 3,211 | $391,431 | 0.20% |
| 35 | INVESCO EXCHANGE TRADED FD T | IVZ | 5,353 | $355,130 | 0.18% |
| 36 | VANGUARD INDEX FDS | 922908769 | 1,225 | $336,610 | 0.18% |
| 37 | PHILIP MORRIS INTL INC | 718172109 | 2,048 | $325,121 | 0.17% |
| 38 | ISHARES TR | 464288281 | 3,571 | $323,522 | 0.17% |
| 39 | ETF SER SOLUTIONS | 26922A321 | 5,879 | $318,899 | 0.17% |
| 40 | ISHARES TR | 46434V621 | 4,995 | $308,618 | 0.16% |
| 41 | NVIDIA CORPORATION | NVDA | 2,830 | $306,715 | 0.16% |
| 42 | ISHARES TR | 464289438 | 1,438 | $303,360 | 0.16% |
| 43 | ISHARES TR | 46435G102 | 3,352 | $280,288 | 0.15% |
| 44 | ISHARES TR | 46435U713 | 5,651 | $254,677 | 0.13% |
| 45 | AMAZON COM INC | AMZN | 1,217 | $231,546 | 0.12% |
| 46 | ISHARES TR | 46429B267 | 9,805 | $225,369 | 0.12% |
| 47 | ISHARES GOLD TR | IAU | 3,761 | $221,749 | 0.12% |
| 48 | WALMART INC | WMT | 2,484 | $218,084 | 0.11% |
| 49 | JOHNSON & JOHNSON | JNJ | 1,255 | $208,162 | 0.11% |
| 50 | JPMORGAN CHASE & CO. | VYLD | 829 | $203,298 | 0.11% |