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VOL. XII · NO. 117Established MMXIV · George Town, Grand CaymanAtlantic Edition · $4.50

The Cayman Journal

Finance · Business · Technology · Caribbean & Global Affairs

Institutional Manager · CIK 0001908380

BCR Wealth Strategies, LLC

VESTAVIA, AL · File #028-21790

Latest AUM
$301,570
Positions
37
Top-10 Concentration
93.9%
Filings
12

Sector Allocation

Filing History

View all filings →

Top 20 Holdings — Dec 2025

#IssuerTickerSharesValue% of Portfolio
1AMERICAN CENTY ETF TR025072885680,882$76,10925.24%
2DIMENSIONAL ETF TRUST25434V559743,114$44,42314.73%
3AMERICAN CENTY ETF TR025072562703,931$29,5109.79%
4DIMENSIONAL ETF TRUST25434V872681,575$29,0079.62%
5AMERICAN CENTY ETF TR025072703341,526$28,1149.32%
6VANGUARD MALVERN FDS922020748304,914$23,7517.88%
7DIMENSIONAL ETF TRUST25434V732572,820$18,9486.28%
8DIMENSIONAL ETF TRUST25434V542261,886$17,0405.65%
9VANGUARD INDEX FDS922908553139,206$12,3184.08%
10ISHARES TR46434V87880,543$4,0731.35%
11DIMENSIONAL ETF TRUST25434V10464,950$3,0391.01%
12SPDR S&P 500 ETF TRSPY3,620$2,4680.82%
13VANGUARD INTL EQUITY INDEX F92204277512,924$9500.32%
14ISHARES TR46434V80322,343$9240.31%
15AMERICAN CENTY ETF TR02507260411,406$8780.29%
16VANGUARD INDEX FDS9229086523,719$7770.26%
17DIMENSIONAL ETF TRUST25434V60912,802$7620.25%
18NVIDIA CORPORATIONNVDA3,538$6590.22%
19VANGUARD INDEX FDS9229086113,087$6530.22%
20APPLE INCAAPL2,331$6330.21%