BCO Wealth Management LLC: 13F holdings
CIK 20547492026Q2
| Positions | 45 |
|---|
| Reported value | $183.4m |
|---|
| Filed | 2026-07-14 |
|---|
Change since last quarter
| Positions | 45 (+3 vs prior quarter) |
|---|
| Reported value | $183.4m (+10.2%) |
|---|
Top 10 holdings
| Security | Shares | Value | Weight |
|---|
| DIMENSIONAL ETF TRUST | 883,317 | $39.2m | 21.4% |
| DIMENSIONAL ETF TRUST | 405,069 | $33.2m | 18.1% |
| DFCF DIMENSIONAL ETF TRUST | 530,572 | $22.4m | 12.2% |
| DFIC DIMENSIONAL ETF TRUST | 532,087 | $19.8m | 10.8% |
| DFSD DIMENSIONAL ETF TRUST | 357,978 | $17.1m | 9.3% |
| DFEM DIMENSIONAL ETF TRUST | 262,316 | $10.7m | 5.8% |
| MUB ISHARES TR | 83,192 | $9.0m | 4.9% |
| DFNM DIMENSIONAL ETF TRUST | 112,137 | $5.4m | 3.0% |
| SUB ISHARES TR | 39,461 | $4.2m | 2.3% |
| BND VANGUARD BD INDEX FDS | 48,688 | $3.6m | 1.9% |
Get the full book
import finzdata as yf
yf.Client().manager_holdings(cik="2054749")
Every position, quarter by quarter since 2013, with adds, trims and exits, on the look-back bundles.
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