BCU Wealth Advisors, LLC Portfolio Holdings - 13F Filings | 13F Fund Database
BCU Wealth Advisors, LLC 13F Holdings
CIK 0002003570 · Vernon Hills, IL
As of Sep 30, 2025, BCU Wealth Advisors, LLC reported
61 positions worth $247.2M in its SEC Form 13F filing.
Top 25 holdings
| Security | Ticker | Sector | Shares | Value | % of portfolio |
|---|
| DIMENSIONAL US CORE EQUITY 2 ETF | DFAC | — | 2,819,398 |
|
08.7M43.99% |
| DIMENSIONAL INTERNATIONAL CORE EQUITY 2 ETF | DFIC | — | 1,044,192 | $34.2M | 13.85% |
| DIMENSIONAL SHORT-DURATION FIXED INCOME ETF | DFSD | — | 335,261 |
6.2M | 6.54% |
| DIMENSIONAL EMERGING MARKETS CORE EQUITY 2 ETF | DFEM | — | 339,997 |
0.9M | 4.41% |
| DIMENSIONAL CORE FIXED INCOME ETF | DFCF | — | 235,423 |
0.1M | 4.07% |
| ISHARES CORE TOTAL USD BOND MARKET ETF | IUSB | — | 126,342 | $5.9M | 2.39% |
| DIMENSIONAL ETF TRUST | DFIP | — | 103,830 | $4.4M | 1.77% |
| ISHARES CORE S&P 500 ETF | IVV | — | 6,300 | $4.2M | 1.71% |
| ISHARES US EQUITY FACTOR ROTATION ACTIVE ETF | DYNF | — | 65,512 | $3.9M | 1.57% |
| DIMENSIONAL US REAL ESTATE ETF | DFAR | — | 155,926 | $3.7M | 1.50% |
| ISHARES S&P 500 GROWTH ETF | IVW | — | 29,092 | $3.5M | 1.42% |
| ISHARES MSCI USA QUALITY FACTOR ETF | QUAL | — | 17,072 | $3.3M | 1.34% |
| ISHARES MSCI EAFE VALUE ETF | EFV | — | 45,082 | $3.1M | 1.24% |
| ISHARES S&P 500 VALUE ETF | IVE | — | 13,657 | $2.8M | 1.14% |
| ISHARES S&P 100 ETF | OEF | — | 7,692 | $2.6M | 1.04% |
| ISHARES CORE MSCI EMERGING MARKETS ETF | IEMG | — | 36,311 | $2.4M | 0.97% |
| ISHARES 10-20 YEAR TREASURY BOND ETF | TLH | — | 19,435 | $2.0M | 0.81% |
| ISHARES MBS ETF | MBB | — | 19,972 |
.9M | 0.77% |
| ISHARES AI INNOVATION AND TECH ACTIVE ETF | BAI | — | 40,639 |
.4M | 0.56% |
| ISHARES FLEX I A ETF-USD INC | BINC | — | 25,989 |
.4M | 0.56% |
| ISHARES US THEMATIC ROTATION ACTIVE ETF | THRO | — | 36,239 |
.4M | 0.55% |
| ABBVIE INC | ABBV | Equity | 5,035 |
.2M | 0.47% |
| ISHARES CORE INTERNATIONAL AGGREGATE BOND ETF | IAGG | — | 21,712 |
.1M | 0.45% |
| ISHARES GOLD TRUST | IAU | — | 13,922 |
.0M | 0.41% |
| ISHARES MSCI USA MOMENTUM FACTOR ETF | MTUM | — | 3,924 |
.0M | 0.41% |