13F HOLDINGS REPORT
BCR Wealth Strategies, LLC
Quarter ended Q4 2024 · Filed January 29, 2025 · Accession 0001907157-25-000006
Total Value
$213,788
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMERICAN CENTY ETF TR | 025072885 | 645,531 | $62,571 | 29.27% |
| 2 | DIMENSIONAL ETF TRUST | 25434V559 | 645,416 | $34,110 | 15.96% |
| 3 | AMERICAN CENTY ETF TR | 025072562 | 584,469 | $23,711 | 11.09% |
| 4 | DIMENSIONAL ETF TRUST | 25434V872 | 569,051 | $23,484 | 10.98% |
| 5 | AMERICAN CENTY ETF TR | 025072703 | 333,254 | $20,451 | 9.57% |
| 6 | DIMENSIONAL ETF TRUST | 25434V732 | 515,583 | $13,503 | 6.32% |
| 7 | DIMENSIONAL ETF TRUST | 25434V542 | 266,569 | $12,815 | 5.99% |
| 8 | VANGUARD INDEX FDS | 922908553 | 114,592 | $10,207 | 4.77% |
| 9 | SPDR S&P 500 ETF TR | SPY | 4,006 | $2,347 | 1.10% |
| 10 | ISHARES TR | 46434V878 | 45,519 | $2,295 | 1.07% |
| 11 | META PLATFORMS INC | META | 2,483 | $1,453 | 0.68% |
| 12 | VANGUARD INDEX FDS | 922908652 | 4,732 | $898 | 0.42% |
| 13 | AMERICAN CENTY ETF TR | 025072604 | 14,973 | $880 | 0.41% |
| 14 | DIMENSIONAL ETF TRUST | 25434V609 | 12,802 | $712 | 0.33% |
| 15 | SOUTHERN CO | SOMN | 6,536 | $538 | 0.25% |
| 16 | EMERSON ELEC CO | EMR | 3,561 | $441 | 0.21% |
| 17 | ENCOMPASS HEALTH CORP | EHC | 4,671 | $431 | 0.20% |
| 18 | VANGUARD INTL EQUITY INDEX F | 922042742 | 3,535 | $415 | 0.19% |
| 19 | DEERE & CO | DE | 937 | $397 | 0.19% |
| 20 | NVIDIA CORPORATION | NVDA | 2,919 | $391 | 0.18% |
| 21 | APPLE INC | AAPL | 1,562 | $391 | 0.18% |
| 22 | AMERICAN CENTY ETF TR | 025072877 | 3,791 | $365 | 0.17% |
| 23 | LOWES COS INC | 548661107 | 1,384 | $341 | 0.16% |
| 24 | PIMCO ETF TR | 72201R775 | 2,478 | $224 | 0.10% |
| 25 | VANGUARD INDEX FDS | 922908611 | 1,056 | $209 | 0.10% |
| 26 | AMERICAN CENTY ETF TR | 025072232 | 2,885 | $208 | 0.10% |