Loading…
CIK 0001908380 • 6 13F filings • May 9, 2025 – Jul 31, 2026
Import this data to Google Sheets with:
=jivedata("bcr-wealth-strategies-llc","13f")Uses this filer's slug. Install the Jive Data add-on first; the second argument is "13f".
Past 5 quarters
| % of Portfolio | |||||
|---|---|---|---|---|---|
| AMERICAN CENTY ETF TR | AVANTIS ALL EQT | $314 | 0.1%Prev: 0.1% | 3,659 SH | Increased+58 SH |
| AMERICAN CENTY ETF TR | AVANTIS CORE FI | $30K | 9.8%Prev: 10.0% | 703,931 SH | Increased+26,928 SH |
| AMERICAN CENTY ETF TR | AVANTIS EMGMKT | $878 | 0.3%Prev: 0.3% | 11,406 SH | Decreased-678 SH |
| AMERICAN CENTY ETF TR | INTL EQT ETF | $28K | 9.3%Prev: 9.5% | 341,526 SH | Increased+738 SH |
| AMERICAN CENTY ETF TR | US EQT ETF | $76K | 25.2%Prev: 26.1% | 680,882 SH | Increased-616 SH |
| AMERICAN CENTY ETF TR | US SML CP VALU | $386 | 0.1%Prev: 0.1% | 3,791 SH | Increased |
| APPLE INC | COM | $633 | 0.2%Prev: 0.2% | 2,331 SH | Increased |
| DEERE & CO | COM | $436 | 0.1%Prev: 0.2% | 937 SH | Increased |
| DIMENSIONAL ETF TRUST | CORE FIXED INCOM | $29K | 9.6%Prev: 9.9% | 681,575 SH | Increased+23,603 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL INTL | $17K | 5.7%Prev: 5.6% | 261,886 SH | Increased+4,000 SH |
| DIMENSIONAL ETF TRUST | DIMENSIONAL US | $44K | 14.7%Prev: 15.0% | 743,114 SH | Increased+14,841 SH |
| DIMENSIONAL ETF TRUST | EMERGING MKTS CO | $19K | 6.3%Prev: 6.4% | 572,820 SH | Increased+9,633 SH |
| DIMENSIONAL ETF TRUST | US CORE EQT MKT | $3K | 1.0% | 64,950 SH | New |
| DIMENSIONAL ETF TRUST | US TARGETED VLU | $762 | 0.3%Prev: 0.3% | 12,802 SH | Increased |
| EMERSON ELEC CO | COM | $500 | 0.2%Prev: 0.2% | 3,772 SH | Increased+15 SH |
| INTERNATIONAL BUSINESS MACHS | COM | $234 | 0.1% | 790 SH | New |
| ISHARES TR | HDG MSCI EAFE | $924 | 0.3% | 22,343 SH | New |
| ISHARES TR | ULTRA SHORT DUR | $4K | 1.4%Prev: 1.6% | 80,543 SH | Decreased-8,512 SH |
| LAM RESEARCH CORP | COM NEW | $458 | 0.2%Prev: 0.1% | 2,680 SH | Increased |
| LOWES COS INC | COM | $381 | 0.1%Prev: 0.1% | 1,584 SH | Decreased |
| META PLATFORMS INC | CL A | $266 | 0.1%Prev: 0.1% | 403 SH | Decreased |
| NVIDIA CORPORATION | COM | $659 | 0.2%Prev: 0.2% | 3,538 SH | Increased+200 SH |
| PEPSICO INC | COM | $252 | 0.1% | 1,762 SH | New |
| PIMCO ETF TR | ACTIVE BD ETF | $269 | 0.1%Prev: 0.1% | 2,893 SH | Decreased |
| SERVISFIRST BANCSHARES INC | COM | $610 | 0.2% | 8,500 SH | New |
| SOUTHERN CO | COM | $611 | 0.2%Prev: 0.2% | 7,009 SH | Increased+819 SH |
| SPDR GOLD TR | GOLD SHS | $259 | 0.1%Prev: 0.1% | 656 SH | Increased |
| SPDR S&P 500 ETF TR | TR UNIT | $2K | 0.8%Prev: 0.9% | 3,620 SH | Increased-42 SH |
| TESLA INC | COM | $208 | 0.1%Prev: 0.1% | 464 SH | Increased+1 SH |
| VANGUARD INDEX FDS | EXTEND MKT ETF | $777 | 0.3%Prev: 0.3% | 3,719 SH | Decreased-216 SH |
| VANGUARD INDEX FDS | GROWTH ETF | $405 | 0.1% | 831 SH | New |
| VANGUARD INDEX FDS | REAL ESTATE ETF | $12K | 4.1%Prev: 4.2% | 139,206 SH | Increased+7,860 SH |
| VANGUARD INDEX FDS | SM CP VAL ETF | $653 | 0.2%Prev: 0.1% | 3,087 SH | Increased+1,573 SH |
| VANGUARD INTL EQUITY INDEX F | ALLWRLD EX US | $950 | 0.3% | 12,924 SH | New |
| VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | $593 | 0.2%Prev: 0.2% | 4,209 SH | Increased-40 SH |
| VANGUARD MALVERN FDS | CORE BD ETF | $24K | 7.9%Prev: 7.9% | 304,914 SH | Increased+17,283 SH |
| WELLS FARGO CO NEW | COM | $352 | 0.1% | 3,783 SH | New |
| 13F-HR |
| 0001908380-26-000003 |
| $356K |
| View |
| Jul 25, 2025 | Q2 2025 | 13F-HR | 0001907157-25-000023 | $258K | View |
| May 1, 2026 | Q1 2026 | 13F-HR | 0001908380-26-000002 | $319K | View |
| May 9, 2025 | Q1 2025 | 13F-HR | 0001842974-25-000003 | $228K | View |