Filling information for BCR Wealth Strategies, LLC as Treemap, investor disclosed 19 total holdings based on 2023-06-30 SEC fillings. A list of the exposed holdings
Product description
| CUSIP | Symbol | Name | Title Of Class | Value in 1000's | Amount | |
|---|---|---|---|---|---|---|
| 291011104 | 291011104 | EMERSON ELEC CO | COM | 312 | 3455 | |
| 842587107 | 842587107 | SOUTHERN CO | COM | 435 | 6195 | |
| 30303M102 | 30303M102 | META PLATFORMS INC | CL A | 762 | 2658 | |
| 29261A100 | 29261A100 | ENCOMPASS HEALTH CORP | COM | 753 | 11129 | |
| 025072562 | 025072562 | AMERICAN CENTY ETF TR | AVANTIS CORE FI | 19788 | 478565 | |
| 922908553 | 922908553 | VANGUARD INDEX FDS | REAL ESTATE ETF | 8016 | 95940 | |
| 244199105 | 244199105 | DEERE & CO | COM | 379 | 937 | |
| 025072703 | 025072703 | AMERICAN CENTY ETF TR | INTL EQT ETF | 16817 | 292986 | |
| 46434V878 | 46434V878 | ISHARES TR | BLACKROCK ULTRA | 1293 | 25710 | |
| 922042742 | 922042742 | VANGUARD INTL EQUITY INDEX F | TT WRLD ST ETF | 270 | 2792 | |
| 922908652 | 922908652 | VANGUARD INDEX FDS | EXTEND MKT ETF | 719 | 4832 | |
| 025072877 | 025072877 | AMERICAN CENTY ETF TR | US SML CP VALU | 294 | 3791 | |
| 025072604 | 025072604 | AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 965 | 17941 | |
| 25434V732 | 25434V732 | DIMENSIONAL ETF TRUST | EMERGING MKTS CO | 7372 | 306556 | |
| 25434V872 | 25434V872 | DIMENSIONAL ETF TRUST | CORE FIXED INCOM | 19384 | 464528 | |
| 025072885 | 025072885 | AMERICAN CENTY ETF TR | US EQT ETF | 48685 | 647505 | |
| 037833100 | 037833100 | APPLE INC | COM | 291 | 1504 | |
| 25434V609 | 25434V609 | DIMENSIONAL ETF TRUST | US TARGETED VLU | 599 | 12917 | |
| 78462F103 | 78462F103 | SPDR S&P 500 ETF TR | TR UNIT | 2151 | 4853 |