StockDriftsStockDriftsTop 35 BCR Wealth Strategies, LLC Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| AVUS | AMERICAN CENTY ETF TR | 24.36% | 699.0K | $77.7M | +2.66%(+18.11K) | $78.87(+58.59%) | 2026-03-31 | |
| DXUV | DIMENSIONAL ETF TRUST | 14.67% | 788.9K | $46.8M | +6.16%(+45.76K) | $10.99(+489.18%) | 2026-03-31 | |
| AVIG | AMERICAN CENTY ETF TR | 10.07% | 773.3K | $32.1M | +9.86%(+69.38K) | $45.62(-9.38%) | 2026-03-31 | |
| DFCF | DIMENSIONAL ETF TRUST | 9.94% | 751.1K | $31.7M | +10.20%(+69.53K) | $42.38(-0.34%) | 2026-03-31 | |
| AVDE | AMERICAN CENTY ETF TR | 9.07% | 341.2K | $28.9M | -0.10%(-340) | $62.20(+46.89%) | 2026-03-31 | |
| VCRB | VANGUARD MALVERN FDS | 8.32% | 343.1K | $26.5M | +12.52%(+38.16K) | $77.17(-0.24%) | 2026-03-31 | |
| DFEM | DIMENSIONAL ETF TRUST | 6.36% | 587.7K | $20.3M | +2.59%(+14.86K) | $24.47(+65.15%) | 2026-03-31 | |
| DXIV | DIMENSIONAL ETF TRUST | 5.6% | 264.4K | $17.9M | +0.97%(+2.53K) | $6.80(+964.04%) | 2026-03-31 | |
| VNQ | VANGUARD INDEX FDS | 4.08% | 146.8K | $13.0M | +5.46%(+7.60K) | $100.52(-4.60%) | 2026-03-31 | |
| ICSH | ISHARES TR | 1.31% | 82.4K | $4.2M | +2.26%(+1.82K) | $50.50(+0.04%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +9.97% | +33.00% |
| Top 20 Holdings Unweighted | +13.78% | +47.31% |
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