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Cindi Hill

Bcr Wealth Strategies, Llc

Assets Managed
$319.088M
Holdings
36
Last Quarter
2026 - Q1
Filed Date
25d ago
Growth Rate
5.81%(2Q avg: 5.94%)
Sustained Growth
10 quarters

Portfolio positions

This chart displays the top 10 holdings in Bcr Wealth Strategies, Llc's 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 36 positions.

Assets under management

The assets under management (AUM) of Bcr Wealth Strategies, Llc over the past 10 years (40 quarters) show continuous growth in total asset value over the last 10 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 319.088M in assets, with a quarterly growth rate of 5.81% and a 2-quarter average growth rate of 5.94%. The portfolio is managed by Cindi Hill, and others.

Portfolio holdings

InvestmentPortfolio %Reported Value
AVUS
Avantis U.s. Equity Etf
Recent Activity
Increased 2.67%
24.36%
$77.714M
698,997 shares@ $111.18 avg price
DXUV
Dimensional Us Vtor Eqty Etf
Recent Activity
Increased 6.16%
14.68%
$46.819M
788,878 shares@ $59.35 avg price
AVIG
Avantis Core Fixed Income
Recent Activity
Increased 9.86%
10.07%
$32.123M
773,308 shares@ $41.54 avg price
DFCF
Dimensional Core Fixed Inc
Recent Activity
Increased 10.21%
9.94%
$31.711M
751,104 shares@ $42.22 avg price
AVDE
Avantis International Equity
Recent Activity
Decreased -0.09%
9.08%
$28.946M
341,186 shares@ $84.84 avg price
VCRB
Vanguard Core Bond Etf
Recent Activity
Increased 12.52%
8.32%
$26.547M
343,078 shares@ $77.38 avg price
DFEM
Dimensional Emerging Markets
Recent Activity
Increased 2.6%
6.37%
$20.304M
587,683 shares@ $34.55 avg price
DXIV
Dimensional Intr Vtor E Etf
Recent Activity
Increased 0.97%
5.6%
$17.858M
264,418 shares@ $67.54 avg price
VNQ
Vanguard Real Estate Etf
Recent Activity
Increased 5.46%
4.09%
$13.021M
146,803 shares@ $88.7 avg price
ICSH
Ishares Ult Stba Etf Usd Inc
Recent Activity
Increased 2.27%
1.31%
$4.169M
82,364 shares@ $50.62 avg price

1-10 of 36